Sales Ops

Overall Purpose Of The Job

Provides sales and administrative support for the MedAire Sales Department. Provides high-level customer service to Visitors and Callers to corporate headquarters. Supports other departments administratively as needed.

Key Responsibilities

Sales Operations

• Responsible for the effective functioning of the key processes of the Sales Department
• A primary point of contact for Salesforce automation operation and training
• Prepare daily/weekly/monthly reports for clients, the sales department, and management team
• Create reports to support new business and up-sell sales campaigns/opportunities
• Responsible for completing a thorough onboarding process for all new and renewing clients
• Coordinate Accounts Receivables management with Sales and Finance Teams
• Assist/manage the training/education billing-invoicing functions
• Perform document management functions in compliance with the ISO process
• Monitor and revise processes, policies, procedures & work instructions as needed
• Assist in updating the Sales Business Continuity Plan

Sales Administration

• Prepare and maintain various records, documents, files, and reports for the Sales Department
• Facilitate contract routing
• Assist in the preparation and shipping of client membership kits
• Assist with event coordination and special events related to sales/marketing functions
• Maintain all client information that may be encountered either directly or indirectly while in the performance of the job in strict confidence in accordance with HIPAA and/or any other pertinent confidentiality regulations.

Reception/Administrative

• Answer incoming calls to the switchboard and direct calls appropriately.
• Greets visitors to MedAire corporate headquarters.
• Other duties as assigned

Required Skills and Knowledge

• Ability to read and write effectively for both internal and external communications
• Excellent interpersonal and communication skills
• Strong customer focus with a desire to serve internal and external customers
• Excellent organizational and time management skills
• Able to successfully manage numerous projects simultaneously
• Understanding of process improvement with the ability to implement change
• Ability to effectively prioritize multiple high-priority tasks

Required Competencies

• Customer Orientation.
• Results Orientation.
• Persuading and Influencing.
• Planning and Organizing.
• Leadership and Commitment to excel.
• Resilient, resourceful, optimistic, and energetic.
• Strong sense of accountability and ability to work under pressure.
• MS Office applications: Word, PowerPoint, Heavy Excel
• CRM (Salesforce) / ERP (SalesPad / Great Plains) experience preferred

Required Work Experience

• At least 3 years experience in successful administrative positions
• At least 1 year in a sales operations role or competent in the use of sales automation systems
• At least 1 year in a sales role (inside or outside)

Required Qualifications

• High School diploma or equivalent
• Bachelors Degree preferred

Required Languages

• English proficiency.
• Spanish proficiency (Desired)

Travel / Rotation Requirements

• None

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