What you’ll do:

• Maintain accurate administrative setup and data integrity across internal systems
• Collaborate with Advisors to review, update, and clean data to ensure accuracy and consistency across platforms
• Prepare and deliver system-generated client reports
• Communicate directly with small- to mid-sized clients regarding minor energy contract requests and updates
• Provide inbox and communication support
• Coordinate with the Pit Crew (Operations) to resolve customer service issues, ensuring a positive client experience
• Coordinate meeting logistics and scheduling, ensuring details are handled smoothly
• Support the Sales and Operations teams by managing administrative tasks that improve efficiency and reduce process gaps
• Provide occasional office administrative support as needed

What You’ll Bring

• 2 to 5 years of experience in sales support, operations, client services, or an administrative role
• Experience working within CRM platforms, preferably HubSpot
• Comfort working with data and internal systems, and keeping information clean and accurate
• A naturally organized, detail-oriented approach to your work
• The ability to manage multiple priorities with strong follow-through and attention to detail
• Strong communication skills and confidence working with both teammates and clients
• Energy industry experience is a plus
• Ideally based in the Dallas–Fort Worth (DFW) area