Sales Operations Coordinator

ForTec MedicalHudson, OH
6d

About The Position

As ForTec continues to grow, we are seeking someone who thrives in a fast-paced environment and enjoys being at the heart of the organization's sales activities. A successful candidate will need to possess excellent communication and organizational skills, a strong attention to detail, and the ability to work with a sense of urgency while multi-tasking. Additional job responsibilities are outlined below:

Requirements

  • High school diploma or equivalent required. Associates' or Bachelor's degree in business preferred
  • 0 - 2 years of sales experience desired
  • Knowledge of accessing and using the Internet, to advanced computer skills in Microsoft Outlook and Excel required. CRM (Microsoft Dynamics) knowledge is a plus
  • Excellent verbal, organizational, written, multitasking, and presentation skills required
  • Sales and goal-oriented
  • Telephone skills, direct communication with sales reps and customers to obtain information
  • Be polite, be understanding, and gather information with probing questions in a professional demeanor

Nice To Haves

  • Associates' or Bachelor's degree in business preferred
  • CRM (Microsoft Dynamics) knowledge is a plus

Responsibilities

  • Review and resolve pricing errors and issues on completed cases
  • Create, update, and maintain customer pricing schedules per contract parameters
  • Ensure internal systems accurately reflect current pricing strategies and work to resolve issues in a timely manner
  • Assist the sales team with constructing new business proposals with quotes and contracts
  • Utilize the contract/quote template and keep these tools updated and current
  • Utilize CRM to assist the sales team in curating customer information
  • Help to identify duplicate and inaccurate data in CRM and proprietary internal systems, working with IT to rectify issues
  • Ensure all customer contracts are accurately documented in CRM
  • Review customer inquiries and requests, communicating with appropriate departments/individuals effectively and in a timely manner
  • Assist the field technicians with case and pricing, the finance department with billing questions, and customer care on an as-needed basis

Benefits

  • Paid Time Off: Company-paid holidays, a floating holiday, and generous paid time off.
  • Health & Wellness Support: Medical, dental, vision, short- and long-term disability, life insurance, critical illness insurance, accidental injury insurance, and a Health and Wellness Program.
  • Future Planning: 401(k) with company match, annual profit-sharing opportunities, and free financial advising resources.
  • Extras That Matter: Free Teladoc account, employee assistance programs, employee referral bonuses, tenure milestone awards, holiday bonuses, and performance-based recognition and reward opportunities.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

501-1,000 employees

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