Sales Operations Associate

Understory, Inc.

  • Madison, WI
  • Permanent
  • Full-time
  • 9 days ago
  • Apply easily
Are you the kind of person who thrives on keeping things organized, spotting opportunities to make processes smoother, and helping teams succeed? Do you enjoy digging into details, solving problems, and stepping up when something needs to get done? If the answer is yes, we invite you to start your career with us at Understory.As a Sales Operations Associate at Understory, you’ll provide vital support to our sales team by keeping systems running smoothly, ensuring accurate reporting, and helping with day-to-day tasks that keep deals moving forward. This is an excellent opportunity for someone early in their career who is eager to learn, contribute, and grow in a fast-paced, high-performing environment.You’ll work closely with colleagues across sales, marketing, underwriting, and operations, gaining broad exposure to the business while directly contributing to Understory’s mission to revolutionize insurance for the era of climate change.Your main role responsibilities will include:
  • Assisting the sales team with administrative tasks such as scheduling, documentation, and coordination of resources.
  • Keeping sales data and records accurate and up to date in our CRM and other systems.
  • Creating and maintaining simple reports and dashboards to track performance and highlight trends.
  • Supporting the preparation of presentations and sales materials for internal and external meetings.
  • Jumping in on ad hoc projects that improve sales team efficiency and help streamline workflows.
  • Partnering with teammates across the organization to keep information flowing and processes aligned.
You’re exactly the professional we’re looking for if you:
  • Are a recent graduate or bring up to two years of experience from internships, part-time jobs, or full-time work in business, tech, insurance, or other high-demand industries.
  • Have demonstrated leadership skills through college athletics, student organizations, or campus leadership roles.
  • Possess strong organizational and problem-solving skills, with an eagerness to learn and take on new challenges.
  • Are comfortable working with numbers and systems; Excel/Google Sheets experience is required, and CRM familiarity (such as Salesforce) is a plus.
  • Communicate clearly and confidently, both in writing and in person, and enjoy working as part of a collaborative team.
  • Are willing to work a Hybrid schedule with 2-3 days per week in our Madison, WI office
  • Are adaptable, resourceful, and proactive—ready to roll up your sleeves and help wherever needed.
Compensation includes:
  • Base salary commensurate with experience.
  • Full-time benefits package.
  • Hybrid work schedule requiring in-office presence at our Madison headquarters.
Step into your career at Understory as a Sales Operations Associate, where you’ll gain the skills, experience, and exposure to grow within a fast-moving, mission-driven company. We’re excited to welcome you to the team!Powered by JazzHR

Understory, Inc.