Operations Coordinator
Flexible Hours, Impactful Work
You’re a responsible coordinator who guarantees that nothing falls through the cracks.
Your multitasking and communication skills are top-notch, and you thrive when projects you coordinate are executed with a high level of proficiency. While you may not have all of the answers, you pride yourself on asking the right questions to solve problems as quickly as possible.
Are you ready to contribute to a tight-knit team, dedicated to supporting one another and helping our purpose-driven company grow?
What you’ll do (and why you’ll love doing it)
As a Partnership Development Coordinator, you’re a key supporter of the Account Management day-to-day operations.
Your role will assist Account Management and other internal departments focused on lead generation and implementation. You’ll serve as a customer knowledge expert through regularly updating and maintaining records within our CRM, assisting in weekly/monthly account reporting and operations to support company projects. Additionally, this individual will perform Additional ACEP responsibilities include creating & ordering post cards, flyers, and additional items.
You’ll collaborate frequently within the Partnership Development Coordinator team, overseeing the weekly lead import process and ordering marketing materials for events. You’ll also assist with our contracting team to process paperwork and inbox management.
Skills you may have to make you a success!
About Precoa
Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®️.
Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian’s top workplaces for 12 consecutive years, and we support our external and internal partners with these core values in mind.
Our culture commitments to our employees include the ability to live happy, fulfilling lives, develop lifelong friends, accomplish meaningful work, discover and unleash your true potential, and to laugh and enjoy the journey together.
Headquartered in Portland, OR with a satellite office in Utah, everyone at Precoa is passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.
You’re a responsible coordinator who guarantees that nothing falls through the cracks.
Your multitasking and communication skills are top-notch, and you thrive when projects you coordinate are executed with a high level of proficiency. While you may not have all of the answers, you pride yourself on asking the right questions to solve problems as quickly as possible.
Are you ready to contribute to a tight-knit team, dedicated to supporting one another and helping our purpose-driven company grow?
What you’ll do (and why you’ll love doing it)
As a Partnership Development Coordinator, you’re a key supporter of the Account Management day-to-day operations.
Your role will assist Account Management and other internal departments focused on lead generation and implementation. You’ll serve as a customer knowledge expert through regularly updating and maintaining records within our CRM, assisting in weekly/monthly account reporting and operations to support company projects. Additionally, this individual will perform Additional ACEP responsibilities include creating & ordering post cards, flyers, and additional items.
You’ll collaborate frequently within the Partnership Development Coordinator team, overseeing the weekly lead import process and ordering marketing materials for events. You’ll also assist with our contracting team to process paperwork and inbox management.
Skills you may have to make you a success!
- 1-2 years of administrative/customer service related experience or undergraduate degree
- Proficient computer skills (Word, Excel, Outlook, Google Drive, Zoom, CRM) with the ability and interest to master programs quickly
- Advanced proficiency in typing (75 WPM)
- Familiarity with report services (SSRS, Tableau)
About Precoa
Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®️.
Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian’s top workplaces for 12 consecutive years, and we support our external and internal partners with these core values in mind.
Our culture commitments to our employees include the ability to live happy, fulfilling lives, develop lifelong friends, accomplish meaningful work, discover and unleash your true potential, and to laugh and enjoy the journey together.
Headquartered in Portland, OR with a satellite office in Utah, everyone at Precoa is passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.
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Employment type
Full-time -
Job function
Management and Manufacturing -
Industries
Advertising Services and Individual and Family Services
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