Responsible for maintaining the client profile and keeping all detailed account requirements up to date with timely and accurate information
Informs supervisor/staff of new clients and service needs
Administers and compiles a company survey to assess client satisfaction
Acts as a client liaison and coordinates tours and meetings for sales representatives
Assists sales representatives in documentation of sales opportunities, meetings and asset creation in CRM (Salesforce)
Performs the initial intake of any client concerns related to billing or service
Resolves independent or alerts supervisor/director for resolution
Documents all issues and shares monthly report with the program supervisor
Remain knowledgeable on all services and able to articulate the program benefits and high level of care patients receive
Coordinate employer events with the direction of sales representatives to include, invites, venue, and catering as needed
Runs client reports from EMR or other software systems by request of sales or operations
Review client revenue reports to spot trends that may indicate future sales activities and opportunities
Perform Customer Retention calls and share results/report with Sales Rep

Associate's Degree (or equivalent knowledge) in Business or related field
Typically requires 3 years of experience in customer service
Excellent communication and problem solving skills
Experience in Microsoft Office and applications
Demonstrated self-directed, results orientated, approach to building client relations
Ability to handle difficult calls or situations and maintain professionalism
Above average organizational skills
Training or experience in keyboarding/data entry with emphasis on speed and accuracy
Willingness to travel to other Occupational Health Clinics in their market for meetings and projects

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short
and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program

Sales Assistant

Key skills