Sales Support Specialist
- Provides a support role for sales team colleagues in assigned territory or district to include processing orders via email or phone
- Lead validation and qualification
- Consistent communication with TSM / DM regarding client’s progress and any issues that arise
- Record incident/complaints, and research problems, and expedite solutions, thoroughly documenting each incident in the necessary company systems to ensure exemplary service and continued accountability. The SSS is an active participant in preventing negative issues from recurring, and creating positive experiences when they arise
- Proactively monitors client activity in assigned territory and contacts clients regarding campaigns, QA issues, lab issues, new products and/or services
- Works with TSM in submitting CTOP (Phlebotomy Contracts, SPAs, Equipment requests, EMR requests, etc.) requests within JIRA and monitors approval process through completion
- Acquire orders and collects marketing information while opportunistically identifying upsells and asking consultative and investigative questions
- Works with internal customers to support clients need for technical information
- Maintains sales activities, efforts and client information within Customer Relationship Management (CRM)Tool
- Assist TSMs with arranging Medical Education appointments
- Assist sales staff in determining whether a sample is adequate and/or appropriate for testing by understanding laboratory sample requirements and standards for sample acceptance.
- Must be knowledgeable and remain up to date on company billing policies and procedures, Medicare rules and regulations, state limitations of payment options, health care practitioner licensing limitations, and company licenses and accreditation.
- Utilizes various resources for supporting the benefits of company tests, including Internet sites, reference articles and journal publications.
- Supports current client information through the internal Customer Account Tool (CAT) system
- Submits periodic summaries of special projects to supervisor
- Acts as liaison for team, providing guidance, facilitating training, and ensuring a resource for the group at large
- Develops and constantly improves human relations skills to serve internal clients
- Maintains accurate information on client accounts and documents in appropriate systems. The SSS will serve as a primary source for client information
- Records suggestions from sales staff and clients regarding company protocols
- Involvement in companywide activities and meetings as available
- Project Management, as delegated by District Manager
- Other responsibilities as identified by the District Manager
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