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, ensuring they are accurate, timely, and well managed. The position combines sales operations, account administration, executive support, and light marketing coordination. The role is based at Seabury Avenue in the Bronx, New York, and reports to the Chief Strategy Officer (CSO), Intention Healthcare. The schedule is Monday through Friday, 9:00 AM–5:00 PM, with additional hours as needed. Essen Health Care is a privately held multispecialty medical group founded in 1999. It operates more than 50 locations and offers urgent care, primary care, specialty services, nursing home support, care management, and in-home care. Its team of more than 500 providers delivers care in person, at home, and via telehealth. The ideal candidate is comfortable working in a fast-paced environment, supporting multiple stakeholders simultaneously, and driving tasks to completion with minimal oversight.
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/account processes end-to-end.
- Salesforce.com experience required.
- Strong proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
- Experience with DocuSign or similar electronic signature platforms.
- Familiarity with commission processing and contract workflows.
- Exceptionally organized and detail-oriented.
- Strong follow-through and ability to drive tasks to completion.
- Client-oriented approach and a high level of professionalism.
- Ability to support multiple leaders and priorities simultaneously.
- Comfort working in a fast-paced, evolving environment.
- Ability to rapidly shift between tasks and priorities without losing accuracy.
Nice To Haves
- Bachelor’s degree preferred, or equivalent experience.
Responsibilities
- Support sales and account management processes from lead through contract execution.
- Support contracting workflows, including preparation, review coordination, 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, coordinating 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/account leaders as needed.
- Support scheduling, task tracking, and follow-ups to 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.
- Ensure a high-quality, professional experience for internal and external stakeholders.
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What This Job Offers
Job Type
Full-time
