Job Description
About the Role
Reporting to the department SVP, the Coordinator will be the backbone of the Payer, Provider, Life Sciences team. The Specialist will support sales by marketing/keeping salesforce up to date/pulling reports/ proposing ideas to generate sales business, create Fellowship invitations/ keep executives’ calendars organized to optimize revenue generation/keep BOX notes accurate and up-to-date.
Key Performance Indicators Include:
- Supports and works effectively with all team members within the Fellowship Partnership team to achieve/exceed revenue goals
- Owns an effective process that provides weekly updates for the sales team to accurately track progress against sales goals
- Prepares for weekly Pipeline meetings with data that allows sales leaders to effectively prioritize their time and focus
- Creates and maintains effective and accurate Salesforce dashboards and reports
- Makes sure Salesforce records are consistently up to date and accurate
- Assist the VP in supporting the team to achieve goals
Key Functions Include:
Support, Documentation, Forecasting
- Manage pipelines in Salesforce to accurately record progress; track against agreed upon goals, and forecast effectively
- Develop strong prospect and target lists within salesforce across multiple products – Forum, events, media programs, etc.
- Ensure that all sales activity is tracked effectively within Salesforce and within Box – for example taking notes on calls, organizing notes effectively in Box, and linking those notes within salesforce
- Create and maintain Salesforce dashboards and reports, as it relates to sales against goals and effective forecasting. Report weekly
- Manage Fellowship invitation and contract process – develop proposals and contracts as needed, working in conjunction with accounting on invoicing and tracking unpaid invoices
- Maintain organization of business development and Fellowship related materials and information
- Maintain client database in Salesforce so that sponsor records and contacts are continually up to date
Strategy
- Collaborate with the team to develop an effective go-to-market sales strategy for each product/event
- In collaboration with the team, research and identify new sponsor prospects that make sense for Health Evolution
Communication
- Assist with call scheduling for VP as needed
- Attend and take notes on Business Development calls. Link box notes to salesforce effectively.
- As needed, create Fellowship communications for both prospects and current sponsors across all lines of business
- Manage process to service incoming leads and potential sponsors effectively
Additional Areas of Support
- Help maintain a strong, fun, inclusive office culture including celebrations and team outings
- Help the team to prepare for in person events and be available to help onsite at these events as needed