Pie Insurance

Pie Insurance

Project Coordination/Administrative Support

Bozeman, Montana · Senior · Full-time

Sponsorship not specifiedDetected 45 days ago
Data VisualizationSalesforceCRMBusiness DevelopmentExcelLogisticsResearchCommunicationOrganizational SkillsMicrosoft Office

About the role

  • Our people are the heart of our business and culture.
  • We come from all over the country and across the state of Montana.
  • PIE's commitment to Equal Employment Opportunity: PIE is committed to creating an equitable, inclusive, diverse and sustainable work environment and is proud to be an equal opportunity employer.

Responsibilities

  • Provide project-centric support to our PIE consultants across multiple projects, stakeholders, and responsibilities
  • Build and maintain membership of PIE communities by recruiting executives via phone and email outreach
  • Manage logistics for virtual client roundtables, training programs, and live events
  • Maintain an accurate and detailed database of client information via Salesforce CRM software, Microsoft Power BI, and Microsoft Excel spreadsheets
  • Communicate effectively and efficiently with project teams, client teams, and community members to build strong client relationships, drive community engagement, and meet client expectations
  • Create and prepare presentation decks, reports, and documents for external distribution to clients, members, and internal operating teams
  • Contribute to internal initiatives with a solutions-oriented approach (e.g. research projects, company culture and team building, internal training sessions)
  • PIE is a leading business development partner for professional services firms, creating global connections with a distinctly human touch.
  • We provide excellent service for our clients and partners and pride ourselves on delivering the lagniappe (the little extra in a baker's dozen!).
  • The work we do every day is fascinating - we drive meaningful, intimate conversations among leaders in business, non-profits, and non-government organizations looking to solve their most pressing challenges and learn from peers.

Requirements

  • To succeed in this role, individuals must be efficient, highly organized, proactive, and adaptable.
  • Strong verbal and written communication skills are essential, as is the ability to communicate professionally with senior executives and internal teams.
  • This role is adaptive, requiring the ability to pivot between priorities and/or changing business needs.
  • We are looking for motivated individuals who embrace responsibility, have a keen eye for detail, can manage multiple projects simultaneously, and perform well under pressure.
  • Project Coordinators are eager to learn and improve organizational efficiency, enjoy working autonomously, and are not afraid to pick up the phone and call an executive office anywhere in the world.
  • Candidates should be comfortable managing multiple deadlines and shifting priorities across several projects.
  • Successful candidates will have a collaborative spirit, a solution-oriented mindset, and a willingness to contribute to client and internal initiatives.
  • PIE operates on Microsoft 365 platforms.
  • If you meet at least 75% of the qualifications, we strongly encourage you to apply, let's talk!

Nice to have

  • Proficiency in Microsoft Office (Excel, Word, Outlook) and Salesforce are preferred.

Compensation

  • To nourish our culture and build relationships, PIE holds several annual company gatherings/outings.

Benefits

  • In addition to offering competitive benefits, PIE values and invests in its employees' health and well-being.
  • We are committed to ongoing education, career development, and training.

Company info

  • PIE is committed to creating an equitable, inclusive, diverse and sustainable work environment and is proud to be an equal opportunity employer.
  • All qualified applicants will receive consideration for employment without regard to race, color, marital status, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, political affiliation, or veteran status.
  • We believe that corporations' bad behavior disproportionately hurts the most marginalized people in society - including people of color, women, and LGBTQ+ people.
  • We believe efforts to make our company more diverse, equitable, and inclusive are central to the success of our business.
  • We strongly encourage applications from people with these identities or who are members of other marginalized communities.
  • We are looking for candidates to work with us in Montana (options for on-site and remote for MT residents).
  • Candidates willing to relocate from out of state are encouraged to apply.
  • At PIE we all wear many hats: other duties and responsibilities as assigned
  • Our mission is to make the world smaller and smarter by connecting powerful minds.
  • We are an inclusive, employee-owned company.
  • we participate in events and programs to strengthen our commitment to inclusivity, engaging in community outreach and volunteering with organizations that support the Gallatin Valley.
  • We acknowledge that this statement is a small part of the larger, ongoing work of fostering a true reconciliation in disrupting of the legacies of colonialism across Montana and the United States.
  • We are a team of curious self-starters who love to learn.
  • Our culture of belonging invites all our unique experiences to the table, where we innovate, problem-solve, and share a passion for doing great work while living full lives.
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This listing is sourced directly from Pie Insurance's careers page and normalized into a canonical job model.