Duties : JOB PURPOSE :

JOB PURPOSE :

Responsible for processing the day to day activities that support the sales team in managing existing clients and the establishment of new clients.

Working with the Sales Support Supervisor, provides excellent support to the sales team through new account set-ups, pricing request, requisition requests, billing issue resolution, database management, sales reports, client supplies request, and marketing materials.

Ensures the Sales Support department meets its goals and objectives as established by PDL management.

ESSENTIAL JOB DUTIES :

1. Responsible to set-up new accounts effectively in all systems (CRM, LIS, Portals) and to establish key account service infrastructure including test requisitions, test reporting mechanisms, pricing, custom panels, courier pick-up, etc.

assuring client expectations are met. Percentage of time : 50%

2. Process billing edits working with PDL’s billing vendor and sales team to assure quick resolution to issues that allow for timely billing submission.

Percentage of time : 20%

3. Working with Sales Support Supervisor, review and analyze all Sales Support department processes to improve efficiencies to assure PDL provides excellent support services to the sales team and clients.

Percentage of time : 5%

4. Working with the Sales Support Supervisor assure all client requested services are compliant with local, state and federal regulations including but not limited to pricing, supplies, and requisition and custom panel builds.

Percentage of time : 5%

5. Prepare regular and special management reports as required.

Provide performance and productivity metrics to the Director of Sales and Marketing.

Percentage of time : 5%

6. Responsible to help coordinate sales meetings, take meeting minutes, and implement sales related projects as needed.

Percentage of time : 5%

7. Maintain proper inventory of PDL’s marketing resources including all printed sales materials, promotional items.

Work with marketing vendors to update marketing materials and promotional. Keep PDL’s outreach website current.

Percentage of time : 5%

8. Partner with other departments (i.e. Logistics, PSC’s, Lab Operations) to enhance customer service delivery. Serve as a liaison for sales support needs and activities.

Percentage of time : 5%

Skills :

YEARS OF RELATED WORK EXPERIENCE

Minimum : 1 year of sales support experience or 2 years of client service experience Preferred :

Experience working with hospital based outreach programs. Previous client services or sales experience a plus.

Experience in a laboratory setting or other health care environment. PROBLEM SOLVING AND DECISION MAKING Ability to work without direct supervision.

Excellent analytical and problem-solving skills. Ability to define problems and identify appropriate alternate solutions to conflict resolution.

Ability to respond appropriately to complex client questions and concerns. Ability to identify and service multiple calls, requests, and tasks at one time while maintaining a professional manner.

INTERPERSONAL SKILLS Ability to work with other departments in a manner that develops strong teamwork and good morale in the department, as well as productivity.

COMMUNICATION SKILLS The employee communicates effectively. Evidence of well-developed written and verbal communication and organizational skills.

OTHER Knowledge of administrative and clerical procedures and systems, such as Microsoft Word, Excel, PowerPoint. Managing electronic and manual files and records, and other office procedures.

Knowledge of basic human resources management policies and principles of supervision. Knowledge of basic business management.

Knowledge of medical terminology preferred.

Last updated : 2024-09-02