Sales Support Specialist

About the role

The primary purpose of this role is to assist and support Account Executives (AEs) by acting as an internal liaison, facilitating sales requests, providing internal support to the sales team, and resolving client issues.

Responsibilities

• Main internal contact for Account Executives (AEs).
• Cookes and coordinates resolution process for client/sales issues reported by the AEs.
• New Client Start-up Process Administration:
  • Follows the new client start-up checklist, initiates processes at the appropriate time, ensuring all departments complete their tasks when needed.
  • Gathers necessary information from the field, such as client information, test mix, supply orders, and updates the CRM and new client start-up spreadsheet.
  • Ensures all data is captured in the CRM and communicated with the client and AE.
  • Ensures accuracy of data entered in all appropriate programs (ANSR, CRM, MS Excel, MS Word) and reports inaccuracies to Quality Assurance team.
  • Coordinates client training date with the Client Support Specialist, couriers, when on-site training is necessary.
  • Orders and ships supplies to new clients in a timely manner.
  • Functions as a focal point for internal/external issue resolution for AEs and clients.
  • SUBMITS AND APPROVES Internal AAR’s, as well as AAR’s from various departments and AEs. Also APPROVES CHANGE REQUESTS in CRM.
  • RESEARCHES AND REVIEWS QA indexes and forwards those to appropriate AEs for review or action; ENTERS AE RESPONSES.
  • ENTERS CHANGES INTO DATABASES for annual client audits and follows up on those not returned; MAINTAINS CLIENT AUDIT SPreadsHEETS and RETURNED MAIL.
  • In charge of paperwork for following processes: NO CHARGE TESTING, DATABASE REIMBURSEMENTS, and IF PACKETS.
  • PULLS UTILIZATION REPORTS for AEs and clients.
  • Sends marketing materials and supplies to AEs as needed.
  • Follows up with requests sent to SalesRequests@aruplab.com and other various email requests.
  • INSURES EXCELLENT ATTENTION TO DETAIL IN PREPARING AND PROOFING ALL DOCUMENTS, REPORTS, AND CORRESPONDENCE.
  • Processes Weber State distance learning application wavers.
  • Provides administrative support for policies and programs.
  • MAY MAKE DECISIONS WITHIN THE SCOPE OF THE POLICY BEING ADMINISTERED.
  • Covers for open Sales territories as needed and for other Sales Support Specialists.
  • PROVIDES ONGOING TRAINING FOR AEs on processes related to the department.
• Other duties as assigned.

Physical and Other Requirements

• Stooping: Bending body downward and forward by bending spine at the waist.
• Reaching: Extending hand(s) and arm(s) in any direction.
• Mobility: The person in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc.
• Communicate: Frequently communicate with others.

ARUP Policies and Procedures

To conduct self in compliance with all ARUP Policies and Procedures.