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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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