Territory Manager, Healthcare IT

4 weeks ago

Saint Paul, Minnesota, United States Baker Tilly Full time

At Baker Tilly, we are seeking a highly skilled Territory Manager to join our team in the Healthcare IT division. As a key member of our sales and account management team, you will be responsible for identifying and cultivating sales opportunities within your assigned regions, as well as managing and growing existing client relationships and consulting projects.

Key Responsibilities:

  • Manage, coordinate, and organize day-to-day operations and support for assigned sales territories, leveraging the support of the assigned Administrative Assistant for the Sales Team.
  • Review resumes received from recruiting, submit candidates to clients/potential clients, and coordinate and moderate interviews.
  • Maintain regular communication with clients to identify opportunities for new work as well as extensions of current assignments.
  • Develop Statements of Work and Extensions to Statements of Work with assistance from the Administrative Assistant.
  • Identify and fully understand the onboarding requirements, travel policies, and status report requirements of clients. Oversee and collaborate with Administrative Assistant on client onboarding activities.
  • Maintain regular communication with clients and consultants throughout the duration of consulting assignments to ensure client and consultant satisfaction. Communicate status updates and issues to ADs in a timely manner. Resolve issues where appropriate, or escalate to ADs when necessary.
  • Input and maintain accurate data in Salesforce for territory. Oversee and collaborate with Administrative Assistant on input, maintenance, and accuracy of Salesforce data.
  • Provide oversight, management, guidance, and mentorship to the Administrative Assistant.
  • Work closely with assigned ADs to prospect, position, and close business based on territory needs. Includes cold-calling potential new clients, maintaining the validity of client contact information in Salesforce, performing email campaigns, support phone calls with clients, conduct research of prospective clients, and ensure all efforts are clearly stated and stored in Salesforce.
  • Meet regularly with ADs to establish daily/weekly/monthly plans for prospecting activity.
  • Assist ADs with the development of proposals for new work.
  • Assisting with territory development and research including proposal development and client contracting support.
  • Prioritize daily activities to best advance the most important sales and account maintenance activities.
  • Support sales meetings/conferences/tradeshows in person when required.
  • Collaborate with AD and Administrative Assistant in the development of an implementation plan to track and monitor aging account receivables, and tracking/documenting all collection efforts.

Accountabilities:

  • Develop and maintain an understanding of healthcare IT with deep knowledge of leading software vendors/applications including service lines/solutions.
  • Develop and maintain knowledge of Baker Tilly's core competencies, consultants, and project history so you can appropriately represent Baker Tilly in communications with clients/prospective clients.
  • Follow healthcare IT trends, key clients, and prospective clients in the news and social media to identify opportunities and to develop overall acumen of healthcare IT.
  • Maintain current and complete information regarding prospecting activities and opportunities in Salesforce, and maintain current and complete client contact information in Salesforce.

Qualifications:

  • Undergraduate degree from an accredited college or university required; Graduate degree preferred
  • 5+ years of experience in professional services (e.g. accounting, law, IT, engineering, management consulting, etc.)
  • Ability to work under a defined and planned directive with minimal direct day-to-day supervision for implementation
  • Strong written and verbal communication skills
  • Ability to travel 20-40% as needed

Additional Information:

For California, Colorado, New York, and Washington: The compensation range for this role is $94,640 to $200,590. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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