Sales and Account Operations Assistant
About The Position
Intention Healthcare, part of the Essen Health Care network, is seeking a highly organized and detail-oriented Sales and Account Operations Assistant to support sales, account management, and operational workflows across the Growth organization. The role provides operational support for pipeline reporting, contracts, commissions, documentation, and client-facing materials, helping ensure they are accurate, timely, and well managed. It combines sales operations, account administration, executive support, and light marketing coordination. The position is based on Seabury Avenue in the Bronx, New York, and reports to the Chief Strategy Officer (CSO) of Intention Healthcare. The schedule is Monday through Friday, 9:00 AM to 5:00 PM, with additional hours as needed.
Requirements
- At least 5 years of experience in sales operations, account administration, executive assistance, or a related role.
- Experience supporting sales teams and managing sales or account processes end-to-end.
- Salesforce.com experience required.
- Strong proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
- Exceptionally organized and detail-oriented.
- Strong follow-through and ability to drive tasks to completion.
- Client-oriented, with a high level of professionalism.
- Ability to support multiple leaders and priorities simultaneously.
- Comfort working in a fast-paced, evolving environment.
- Ability to shift rapidly between tasks and priorities without losing accuracy.
Nice To Haves
- Bachelor’s degree preferred, or equivalent experience.
- Experience with DocuSign or similar electronic signature platforms.
- Familiarity with commission processing and contract workflows.
Responsibilities
- Support sales and account management processes from lead through contract execution.
- Support contracting workflows, including preparation, coordination of review and execution, and filing.
- Track sales documentation and maintain accurate, up-to-date records.
- Assist with processing and tracking commissions and related reporting.
- Maintain and update Salesforce.com records and pipeline reporting, ensuring data accuracy and completeness.
- Prepare, proofread, and format contracts, proposals, presentations, and client-facing documents; coordinate with Legal and other departments as needed.
- Manage document storage, version control, and retrieval.
- Maintain approved marketing templates, coordinating with Marketing and other departments as needed.
- Coordinate electronic signatures using DocuSign or equivalent platforms.
- Ensure compliance with internal processes and documentation standards.
- Provide operational and administrative support to the CSO and other sales or account leaders as needed.
- Support scheduling, task tracking, and follow-ups to help ensure deadlines are met.
- Assist with cross-functional coordination between sales, operations, and marketing.
- Assist with preparation of marketing and sales materials.
- Support client communications and account-related requests.
- Help ensure a high-quality, professional experience for internal and external stakeholders.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
