Representative, Special Projects

Responsibilities

• Collaborate with leadership and cross-functional teams (e.g., Revenue Operations, Sales Channel Leadership, Marketing) to scope, plan, and execute on special sales initiatives and strategic pilots and/or customer engagements.
• Act as the execution arm for new sales strategies, programs, or test campaigns that don't fit cleanly into existing pipelines.
• Own and potentially lead smaller sub-projects (e.g., new vertical launch, upsell pilot, territory expansion, focus centers, sales enablement rollouts).
• Engage directly with prospects and customers with special sales initiatives as a source for revenue maximization and capture.
• Leverage CRM, sales enablement tools, data analytics, and automation platforms to monitor progress, gather insights, provide feedback loops, and report results.
• Provide input and feedback on tool enhancements, processes, and strategy based on frontline execution experience.
• Be responsive to shifting priorities: when a new urgent project emerges, pivot quickly and reallocate effort.
• Serve as a bridge or liaison between the sales organization and central teams when projects cross functional boundaries.
• Assist with training, coaching, or pilot rollouts of new sales methodologies or tools across the broader team.
• Capture lessons learned, build repeatable processes/templates, and contribute to continuous improvement of the special projects funnel.

Qualifications

• Some college courses from an accredited college or university or equivalent education and experience - In lieu of higher education, the ratio is 1:1 meaning one year of college equals one year of work experience and vice versa
• Bachelor's degree preferred
• Customarily has at least one (1) year of sales experience to include experience with a customer relationship management (CRM) system
• Inbound/outbound sales experience a plus
• Remote work environment experience a plus
• Experience in occupational health care or workers compensation industry is a bonus
• Concentra Core Competencies of Service Mentality, Attention to Detail, Sense of Urgency, Initiative and Flexibility
• Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions
• Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism
• The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies
• Experience in a sales or revenue-generating role (or equivalent)
• Demonstrable success in projects or initiatives beyond business as usual
• Comfortable working with ambiguous scope, rolling up your sleeves, and figuring things out
• Strong technology fluency comfortable using (or learning) CRM systems (e.g., Salesforce, HubSpot), sales enablement tools, analytics / BI tools, automation platforms
• Excellent analytical skills with ability to translate data into actionable insights
• Strong verbal & written communication skills; ability to present ideas clearly and persuasively
• Highly coachable, receptive to feedback, with a growth mindset
• Ability to take direction, manage multiple concurrent tasks, and prioritize effectively
• Collaborative mindset and ability to work cross-functionally
• Self-starter with high work ethic, initiative, agility, and a bias toward action