Sales Administrator

2 weeks ago

Dallas, United States CalpionPlutus Health Full time

About Us:
Plutus Health Inc., is a Dallas-based Tech-Enabled Revenue Cycle Management services company and has been awarded as one of the Fastest-Growing Privately Held Companies in the DFW Area.

Job Description:
We are seeking a highly organized and motivated Sales Administrator to provide essential administrative support to our Sales leadership. The successful candidate will play a pivotal role in streamlining our sales operations, ensuring seamless communication, and enhancing the efficiency of our sales processes.

Key Responsibilities:

Administrative Support:
- Provide direct administrative support to the leadership by managing calendars, scheduling meetings, and preparing necessary materials.
- Draft, review, and manage internal and external sales correspondences, including letters, memos, forms, policies, procedures, and handling confidential information.
- Assist in the preparation and processing of promotional documents and materials for distribution.
- Maintain and update the CRM platform, ensuring data accuracy and optimal system usage.
- Coordinate with the marketing team to qualify inbound sales leads, enter them into CRM, and track their progress to completion.
- Support routine reporting activities, data distributions, and assist with sales team requirements.

Meeting Coordination:
- Schedule, organize, and coordinate meetings, including preparing agendas, materials, and follow-up actions.
- Assist in the planning and coordination of special events, webinars, and conferences.

Sales Support:
- Manage inbound sales leads, conduct follow-ups, and track leads through the sales pipeline.
- Assist in cold calling and sales follow-ups to support the sales team's efforts.
- Prepare detailed reports, presentations, and other sales documents as required.
- Maintain and update accurate sales records and documentation in the CRM platforms.
- Support the sales team with various administrative tasks to enhance overall productivity.

Inbound Sales and Lead Follow-ups:
- Receive and respond to inbound sales inquiries, providing timely and accurate information to potential clients.
- Follow up on inbound sales leads, qualifying prospects and scheduling further interactions as needed.
- Track the progress of inbound leads in CRMs , ensuring timely and effective follow-up actions.

Reporting and Documentation:
- Generate regular and ad-hoc reports to support the sales team's activities and performance tracking.
- Maintain accurate records of sales activities, client interactions, and lead status in HubSpot.
- Assist in developing new reporting routines, schedules, and enhance data management processes.

Process Improvement:
- Develop and implement efficient administrative processes to streamline sales operations.
- Create and maintain organized filing and reference systems to optimize decision-making processes.
- Continuously seek ways to improve time management and operational efficiency within the department.

Qualifications:
- Bachelor's degree in Business Administration, Marketing, Healthcare Administration, or a related field preferred.
- Proven experience in an administrative support role within a sales environment, ideally in the healthcare or RCM sector.
- Proficiency in using CRM and Microsoft Office Suite (Excel, PowerPoint, Word).
- Exceptional organizational and multitasking skills, with the ability to prioritize tasks effectively.
- Strong communication and interpersonal skills, with a professional demeanor.
- Ability to work independently and as part of a collaborative team.
- Familiarity with RCM services and the healthcare industry is highly desirable.

Benefits:
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision insurance plans.
- Retirement savings plan with company match.
- Collaborative and supportive work environment.

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