Bilingual Sales Operations Specialist

What You’ll Do

• Review system-created orders for accuracy and prepare them for fulfillment.
• Compare order details in Salesforce against purchase orders and other source documentation to confirm product, account, compliance, and payor requirements are met.
• Identify and resolve order discrepancies, unclear documentation, or data-entry errors that may impact order accuracy or progression.
• Develop and maintain accurate knowledge of account, insurance, and payor requirements, including Workers’ Compensation and Personal Injury Protection (PIP) claim processes.
• Act as a liaison between Account Managers, healthcare providers, patients, purchasing departments, and insurance/payor entities.
• Initiate communication and build effective working relationships with Sales Operations team members, cross-functional partners, Patient Care Services, Billing, and external contacts.
• Deliver excellent internal and external customer service in both English and Spanish that is professional, responsive, and empathetic.
• Proactively identify and escalate issues that may delay order processing and keep leadership informed of significant risks or barriers preventing order progression.

What You Bring

• A high school diploma or GED required.
• 6+ months of office or administrative experience, or equivalent combination of education and experience.
• Familiarity with Workers’ Compensation and Personal Injury Protection (PIP) order processing, documentation, and claim requirements required.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Comfortable working in a hybrid or remote-capable environment and using technology such as computers, internet-based systems, communication tools, and peripheral devices.
• Ability to learn and adapt to system updates, workflow changes, automation-supported processes, and account, insurance, payor, and state-specific requirements.
• Strong attention to detail and accuracy when comparing system information against source documentation.
• Critical thinking skills to identify discrepancies, unclear information, and potential data-entry or automation-related errors before orders progress.
• Strong verbal and written communication skills in both English and Spanish, with the ability to communicate professionally with internal and external contacts.
• Strong organization and follow-through when reviewing documentation and managing order requirements.
• Ability to manage multiple tasks, prioritize work, and resolve issues in a fast-paced environment.
• A customer-focused mindset with the ability to provide responsive, empathetic, and professional service.
• A team-oriented approach with the ability to initiate communication, build relationships, seek assistance when needed, and support shared team goals.

Work Environment

• Primarily office-based with potential flexibility for remote work depending on business needs.
• Requires extended periods of sitting, typing, and communication.
• Occasional standing, walking, or light lifting (up to 10 lbs.).