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Job Description
As posted by the hiring company
Job Overview:
SUMMARY: Responsible for managing and optimizing the CRM systems and sales operations by maintaining accurate customer data, generating and analyzing performance reports, and supporting lead generation efforts. Collaborate with sales, marketing, and external partners to drive data-informed strategies, streamline processes, and enhance overall business performance while overseeing contracts and customer engagement initiatives.
RESPONSIBILITIES AND DUTIES
- Act as a Microsoft Dynamics CRM System Administrator, maintaining and improving the system, and developing both standard and customized reports to monitor business performance.
- Collaborate with outside sales representative organizations and their teams to gather required data on individual facilities, marketing campaigns, trade shows, sample fulfillment, and other business needs as they arise.
- Collaborate internally to gather required data on individual facilities, aid in marketing campaigns, trade shows, sample fulfillment, and other business needs as they arise.
- Serve as an inside sales and lead generation specialist, identifying and qualifying prospects to support sales representatives in scheduling appointments.
- Work cross-functionally with departments such as marketing and customer service to enhance sales strategies and overall performance.
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- Maintain and update customer data from external databases (e.g., Definitive Healthcare) to support sales teams, campaign development, and contact analysis.
- Ensure accuracy and consistency of customer records and sales data within Microsoft Dynamics CRM.
- Perform data entry related to key metrics, sales figures, and other critical business information.
- Prepare and analyze sales reports, tracking key performance indicators and trends.
- Use data insights to improve sales effectiveness and identify new business opportunities.
- Manage current and upcoming contracts and carry out additional responsibilities as assigned by management.
QUALIFICATIONS
- A Specialist needs to have excellent people skills to work efficiently within a team while having the ability to complete tasks and make decisions independently.
- Communication: Strong verbal and written communication skills for interacting with customers.
- Problem Solving: Resolving challenges related to sales processes or customer service.
- Teamwork: Collaborative skills for working effectively with sales teams and clients.
- Adaptability: Flexibility to adapt to changing priorities and new tools.
- Minimum of 3 years’ experience in the medical device industry with 3 years as a Business Development Support Specialists
- 5 Years Experience working with an industry related CRM tool focusing on sales reporting process and report generation.
- Proficient in the use of sales and office software such as customer databases, and MS Office applications.
- People skills for building strong relationships with team members and clients.
- Time management skills to juggle various tasks and meet deadlines.
COMPETENCIES
- Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
- Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
- Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
- Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
- Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
- The physical demands and environmental characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- While performing the duties of this job, the employee is regularly required to sit or stand; use hands and fingers to handle or feel; reach with hands and arms; and talk or hear.
