Field Operations Sales Support Specialist
San Diego, CA, United States
Job Description:
Our client is in search of a Field Operations Sales Support Specialist, that will serve as the primary operator to enter new provider information into customer relationship management (CRM) software, Salesforce, during provider onboarding. In addition to basic data entry, this position is responsible for executing backend customer onboarding steps to ensure new customers have all required materials, education, and system access. This position works closely with Customer Service Representatives and the Sales Team. Field Operations Sales Support Specialists are required to communicate with various teams to ensure customers are configured as expected for both internal and external stakeholders. This position requires excellent attention to detail, effective written and verbal communication skills, the ability to multitask, flexibility regarding tasks and schedule, and the ability to work independently as well as within a highly-collaborative team environment.
Working Shift: 7:00 AM to 3:30 PM PT
You Will:
Support Sales and operations teams across the organization.
Communication with Sales Leadership and management via email and phone regularly.
A motivated individual with a high drive and go getter mentality.
Verify all required information is provided by the internal requestor before initiating provider onboarding, and collect information where needed.
Enter new provider information into CRM including basic account and contact details.
Verify new providers to ensure they meet requirements to order testing
Synchronize CRM (Salesforce) data with laboratory information management system (LIMS), ensuring data is accurately passed between each system
Accurately enter patient information and orders into the designated systems with a focus on precision and timeliness
Provide user access to Provider Portal & Support Portal (GSP)
Configure result notifications based on provider preference within provider portal
Facilitate ordering of initial supplies and send a welcome correspondence to each new provider via email
Accurately document provider onboarding progression and completion in CRM for audit and tracking purposes
Identify process inefficiencies, and recommend where processes can be improved
Identify trending issues, and help develop standard procedure for avoiding and mitigating such issues
Demonstrate a working knowledge of laboratory operations and a willingness to contribute to processes within the company
Document interactions in a clear, concise, and thorough manner, and ensure proper completion of tasks during scheduled working hours
Maintain the highest level of courtesy and hospitality under all conditions
Embody values and communicate with others in accordance with these standards
Demonstrate a thorough knowledge of products and procedures
Adhere to Standard Operating Procedures (SOPs) pertaining to customer service
Comply with policies regarding Bloodborne Pathogen Exposure Control, Chemical Hazards, Illness and Injury Prevention, Fire Safety, and Quality Assurance.
Abide by CLIA, CAP, HIPAA, and other state, federal, and regulatory guidelines as required
Your Background Should Include:
Bachelors degree or an equivalent combination of education and experience
A minimum of 1 year customer service or data entry experience in the laboratory or closely-related field
MacOS experience (Apple computer) required
Experience with Salesforce strongly preferred
Google Workspace experience preferred
Jira/Confluence experience preferred
Ability to type at least 60 words per minute (WPN) with minimum 98% accuracy required
Physical Demands/Working Environment:
This position will occasionally require work at night, on weekends, and on holidays
Required Skills:
•Sales
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