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United Public Adjusters & Appraisers, Inc. · 13 hours ago

Sales Operations & Revenue Enablement Specialist

Melville, NY

Full-time

Onsite

New Grad, Entry Level

United Public Adjusters & Appraisers, Inc. is on a mission to protect policyholders and maximize claim outcomes, and they are hiring a Sales Operations & Revenue Enablement Specialist to support this mission. This role is crucial in ensuring that every sales opportunity is converted into signed retainers and active claims, allowing the sales team to focus on building relationships and closing deals.

InsuranceProfessional ServicesProperty Insurance

Hiring Manager

Tara Stokes

Responsibilities

Immediately send retainer agreements following prospect engagement

Track outstanding agreements and drive timely follow-up to prevent lost opportunities

Enter all leads into HubSpot to trigger automation workflows

Ensure deal stages, notes, and records are accurate—no off-system leads

Maintain supplemental tracking spreadsheets for leadership visibility

Prepare and deliver tailored marketing collateral to insurance agents, property managers, and high-value clients

Manage both physical mailings and digital campaigns, tracking delivery and timing

Coordinate meetings, presentations, and outreach with referral partners

Handle calendar scheduling, confirmations, and reminders

Support setup for trade events, sponsorships, and hosted gatherings

Ensure event leads are promptly entered into HubSpot, and follow-up workflows are activated

Qualification

Sales operations experienceCRM proficiencyOrganization skillsCommunication skillsCoordination skillsMulti-tasking abilityAttention to detail

Required

Experience in sales operations, revenue enablement, or a related field

Proficiency with CRM systems (Hub Spot ideal)

Exceptional organization and attention to detail

Ability to manage multiple priorities in a fast-paced environment

Excellent communication and coordination skills

Benefits

Health & Vision Insurance

401(k) + Matching

Paid Time Off

Tuition Reimbursement & Professional Development Assistance

Company

United Public Adjusters & Appraisers, Inc.

United Public Adjusters & Appraisers, Inc. understands the importance of business continuity when business disruption such as a flood or fire happens.

Founded in 2008

Melville, New York, USA

2-10 employees

https://www.unitedpublicadjusters.com

Funding

Current Stage

Early Stage

Leadership Team

Philip Maltaghati

Co-CEO, United Public Adjusters - Insurance Adjuster, Property Expert, Negotiator, Board Member

Company data provided by crunchbase