Sales Operations Specialist

Posted Yesterday
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64131, Kansas City, MO, USA
In-Office
Mid level
Healthtech • Information Technology • Software • Pharmaceutical
The Role
The Sales Operations Specialist manages relationships between sales and marketing, analyzes lead generation and sales processes, ensures data integrity in CRM and documentation flow, and coordinates with various teams.
Summary Generated by Built In

JOB SUMMARY 

The Sales Operations Specialist (SOS) is responsible for fostering positive relationships between sales and marketing to facilitate revenue via marketing lead generation through sales-closed won deals. The SOS is charged with the ongoing analysis of lead generation, sales process, and sales reporting. The SOS is also charged with monitoring the receipt of contracts from signed quotes and ensuring documentation flow from the CRM to the ERP. The SOS is charged with routine data integrity, clean-up, and overall monitoring of the CRM to ensure proper documentation and record keeping.

ESSENTIAL DUTIES & RESPONSIBILITIES

  • Track quote and contract completion, assisting both Sales, Accounting, and Legal when necessary
  • Coordinate and communicate with Sales, Operations Manager, and revenue leadership
  • Maintain data integrity within CRM to ensure accurate reporting
  • Leverage data within CRM to evaluate market trends and competitive influence
  • Coordinate campaign efforts with marketing and sales to aid execution
  • Coordinate with Hardware Procurement and Billing teams to communicate any changes to existing product offers with Sales BU
Qualifications

KNOWLEDGE & REQUIREMENTS

  • Possess excellent written and verbal communication skills. 
  • Ability to adapt to changing corporate priorities. 
  • Proficient in Microsoft Office suite of products. 
  • Proficient utilization of CRM, such as Hubspot, Salesforce, etc.
  • Travel Requirements: Domestic and/or International, up to    10%

EDUCATION & EXPERIENCE REQUIREMENTS

  • Minimum years of work experience:   3 years
  • Minimum level of education or education/experience:   Bachelors or equivalent work experience  in B2B in marketing or client success or sales.

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

  • Frequent sitting in stationary position at a desk
  • Occasional standing, walking, stooping, kneeling, squatting, and climbing stairs
  • Occasional twisting of body
  • Occasional reaching by extending hands and arms in any direction
  • Occasional lifting, pulling, or pushing

What’s In It For You?

  • Medical, Dental and Vision Plans
  • Voluntary Benefits
  • HSA & FSA
  • Fertility & Family Planning Benefits
  • Paid Parental Leave
  • Adoption Assistance Program
  • Employee Resource Groups
  • Flex PTO for Exempt Associates & up to 15 PTO days in first year of employment for non-exempt associates
  • 11 Paid Holidays
  • Corporate Wellness Program
  • 401k Employer Match & Roth Option Available – immediate eligibility

#LI-HYBRID

Skills Required

  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office suite
  • Experience with CRM such as Hubspot or Salesforce
  • Bachelor's degree or equivalent work experience in B2B marketing, client success or sales
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The Company
846 Employees
Year Founded: 2015

What We Do

Outcomes Operating, Inc. offers a comprehensive suite of clinical pharmacy solutions designed to enhance patient engagement and optimize pharmacy operations, bridging gaps in care to improve patient experience and outcomes.

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