About The Position

This role serves as a critical bridge between Sales, Marketing, and Leadership. This role combines executive support for the CSO with tactical Business Development (BDR) outreach and Sales Operations. This position ensures that the Enterprise and SVP of SMB sales stays organized, Salesforce data remains pristine, and high-value prospects are moved through the funnel following major events.

Requirements

  • 1-4 years of professional experience in Sales Operations, Sales Enablement, or a Senior BDR role
  • Strong proficiency in Salesforce is required, specifically in managing data integrity and reporting.
  • Prior experience supporting Director to C-suite level executives with calendar management and travel logistics.
  • Exceptional written and verbal communication skills; ability to articulate complex value propositions to HR leaders and brokers.
  • A "self-starter" mentality with the ability to manage several tasks and competing priorities in a fast-paced environment.
  • Proficiency with Google Workspace (Sheets/Drive), Microsoft Office, and visual mapping tools like LucidChart.
  • A growth-oriented, proactive individual who takes ownership of both high-level strategy and tactical administrative details.

Nice To Haves

  • Experience in the PBM, health care, or SaaS industries is a major plus.
  • Familiarity with Sendoso or Outreach is preferred.

Responsibilities

  • Manage and update weekly debrief forms within Google Drive and Salesforce to ensure deal transparency.
  • Act as a project manager for the VP-level leadership, ensuring accounts are updated and deal milestones are met.
  • Support the build-out and maintenance of Salesforce reporting for Enterprise prospects, accounts, and opportunities.
  • Manage the CSO’s calendar, travel logistics, and scheduling for sales team events.
  • Attend capabilities calls to document notes, identify key contacts, and manage post-meeting data entry.
  • Prepare sales decks, presentations, and manage "swag" inventory for meetings and events.
  • Submit expense reports for SVP’s and CSO.
  • Conduct targeted outreach to secure introductory calls and follow-up meetings for the VP of Enterprise Sales.
  • Drive efforts to meet the team OKR of 200 Engaged Prospects.
  • Collaborate with the Community team to map HR organizations using LucidChart and identify key HR leaders of interest.
  • Prepare the sales team for Enterprise meetings with Employer contact research and background.
  • Send out emails to attendees to book meetings with sales VPs as well as send out gifts via sendoso.
  • Attend Enterprise team events to provide setup, registration, and logistical support.
  • Harvest contact information from conference attendees and ensure all data is uploaded into Salesforce.
  • Execute immediate outreach to direct employer contacts post-event to maintain momentum.
  • Organize the catering for upcoming sales events.
  • Assist with swag procurement and the preparation of physical meeting materials.
  • Provide travel and logistics support across the Events, Sales, and Community teams to ensure seamless execution of off-site initiatives.
  • Support the development of future community tracking.

Benefits

  • Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
  • Flexible Spending Benefits
  • 401(k) Retirement Savings Program
  • Short-term and long-term disability
  • Discretionary Paid Time Off
  • 12 Paid Holidays
  • Wellness Benefits
  • Commuter Benefits
  • Paid Parental Leave benefits
  • Employee Assistance Program (EAP)
  • Well-stocked kitchen in office locations
  • Professional development and training opportunities

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

101-250 employees

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