Customer Sales Support Representative - Medical / Salesforce
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Overview
Job Description
This job is posted on behalf of Management Business Solutions, Inc. by Top Echelon.
SUMMARY: Management Business Solutions is seeking a Customer Sales Support Representative - Medical / Salesforce for a growing organization in Southwest Michigan. This position combines customer service, sales support, Salesforce administration and reporting, and administrative coordination in a professional, regulated environment. The ideal candidate is a strong Salesforce user with hands-on experience building reports and dashboards, troubleshooting reporting issues, and making Salesforce configuration and process improvements. This is not an IT-focused position; the successful candidate will bring a strong customer or sales support background along with advanced, hands-on Salesforce experience.
RESPONSIBILITIES:
- Serve as a Salesforce power user and train team members on Classic and Lightning.
- Develop and improve Salesforce processes, procedures, and training materials.
- Independently design, build, customize, and modify Salesforce reports and dashboards to support business reporting needs, including troubleshooting reporting issues and implementing improvements to existing reporting processes
- Provide customer support by phone and email, ensuring timely and accurate responses.
- Manage calendars and coordinate meetings for Sales Reps and internal teams.
- Schedule and support customer review meetings and outbound sales activities.
- Maintain accurate customer information and records in Salesforce and LIMS.
- Enter and update customer information, orders, and related records within the LIMS.
- Assist with customer retention, sales outreach, and promotional activities.
- Identify process or data issues and help improve accuracy and efficiency.
- Maintain HIPAA confidentiality and protect sensitive customer information at all
QUALIFICATIONS:
- A Bachelor’s degree is required.
- 5+ years of hands-on Salesforce experience (Classic and Lightning) required, including advanced reporting, dashboard development, configuration, and user training.
- 8+ years of Customer support and/or sales support experience required.
- Experience training others and improving Salesforce processes is highly preferred.
- Healthcare, clinical, laboratory, or regulated-industry experience preferred.
- Excellent organizational, communication, scheduling, and follow-up skills.
- Proactive problem solver with strong attention to detail.
- Ability to work independently and effectively within a team.
- Demonstrated career stability and success in previous roles.
MANAGEMENT BUSINESS SOLUTIONS IS AN EQUAL OPPORTUNITY EMPLOYER
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
