Sales Assistant - Remote, Travel In WI/IL 10-15%
About The Position
Responsible for maintaining the client profile and keeping all detailed account requirements up to date with timely and accurate information. Informs supervisor/staff of new clients and service needs. Administers and compiles a company survey to access client satisfaction. Acts as a client liaison and coordinates tours and meetings for sales representatives. Assists sales representatives in documentation of sales opportunities, meetings and asset creation in CRM (Salesforce). Performs the initial intake of any client concerns related to billing or service. Resolves independently or alerts supervisor/director for resolution. Documents all issues and shares monthly report with the program supervisor. Remain knowledgeable on all services we provide and be able to articulate the program benefits and high level of care patient’s receive. Coordinate employer events with the direction of sales representatives to include, invites, venue, and catering as needed. Runs client reports from EMR or other software systems by request of sales or operations. Review client revenue reports to spot trends with may indicate future sales activities and opportunities. Perform Customer Retention calls and share results/report with Sales Rep.
Requirements
- Associate's Degree (or equivalent knowledge) in Business or related field.
- Typically requires 3 years of experience in customer service.
- Excellent communication and problem solving skills.
- Experience in Microsoft Office and applications.
- Demonstrated self-directed, results orientated, approach to building client relations.
- Ability to handle difficult calls or situations and maintain professionalism.
- Above average organizational skills.
- Training or experience in keyboarding/data entry with emphasis on speed and accuracy.
- Willingness to travel to other Occupational Health Clinics in their market for meetings and projects.
Responsibilities
- Responsible for maintaining the client profile and keeping all detailed account requirements up to date with timely and accurate information.
- Informs supervisor/staff of new clients and service needs.
- Administers and compiles a company survey to access client satisfaction.
- Acts as a client liaison and coordinates tours and meetings for sales representatives.
- Assists sales representatives in documentation of sales opportunities, meetings and asset creation in CRM (Salesforce).
- Performs the initial intake of any client concerns related to billing or service.
- Resolves independently or alerts supervisor/director for resolution.
- Documents all issues and shares monthly report with the program supervisor.
- Remain knowledgeable on all services we provide and be able to articulate the program benefits and high level of care patient’s receive.
- Coordinate employer events with the direction of sales representatives to include, invites, venue, and catering as needed.
- Runs client reports from EMR or other software systems by request of sales or operations.
- Review client revenue reports to spot trends with may indicate future sales activities and opportunities.
- Perform Customer Retention calls and share results/report with Sales Rep.
Benefits
- Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including:
- Compensation Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training Premium pay such as shift, on call, and more based on a teammate's job Incentive pay for select positions Opportunity for annual increases based on performance
- Benefits and more Paid Time Off programs Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability Flexible Spending Accounts for eligible health care and dependent care expenses Family benefits such as adoption assistance and paid parental leave Defined contribution retirement plans with employer match and other financial wellness programs Educational Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
