Client Services Support Coordinator

DEPARTMENT: Sales, Marketing, and Client Management
LOCATION: Irvine, CA
POSITION CODE: HM-CSSC
Email Job

Expectations for All Employees:

Supports the organization's mission, vision, and values by exhibiting the following behaviors: Client focus, accountability, innovation, teamwork, honesty, integrity and respect for all team members.

 

Position Summary:

This sales operations role is responsible for supporting the client services team with sales analysis, and account planning. The Client Services Support Coordinator will directly interface with clients, but does not have accountability for sales/business development.

 

Primary Duties and Responsibilities:

 

1) Client Management Team Support: (50% time)

  • Develop client-specific presentations from slides masters developed by marketing
  • Collaborate with content marketing manager on bi-weekly roll out of sales tools to client managers o Support implementation of direct mail/ "lead generation campaigns” as defined by the CM
    • The following provided by the CM: list of target buyers, one specific project type/area of HSG expertise, defined 4-8 communication touchpoints using content provided by marketing, uses a combination of direct mail, email, and occurs within a 6-8 week period

 

2) Sales analysis and secondary research: (25% of time)

  • Pipeline reporting
    • Develop and maintain schedule for the year
    • Extract [from salesforce.com,] and send sales funnel worksheets for custom and syndicated to CMs and SVP one week prior to scheduled monthly pipeline reviews
  • Prospect list development
    • Support client managers with development of prospect lists for outreach initiatives in priority opportunities - independently identify names that meet parameters specified by CMs/marketing in terms of role/title from LinkedIn, salesforce.com, etc. and load as contact roles
    • Support the CMs in maintaining prospect lists that are accurate- Conduct a monthly review of contact reports to determine if any names should be added to opportunities as contact roles and pull/review list of contact roles monthly to review with each CM
  • Support client managers in development of account profiles and account plans
    • Identify top products, upcoming pipeline and key business issues for each key account post publication of its 2015 annual report
    • Pull quarterly earnings reports for HSG key accounts and share with CMs in April, July and October
    • Monitor biomedtracker and send alerts to CMs for products moving from Phase I to Phase II, , Phase II to Phase III and new licensing agreements- send weekly alerts

 

3) Account Planning Support: (25% of time) 

  • Support annual account planning processes-develop schedules, monitor and report the status for completion of account planning tasks
  • Review the master HSG client calendar at least weekly and alert CMs when custom or syndicated meetings are scheduled for "A" accounts
  • Review custom project status reports weekly- alert CMs when projects enter SG3 and when final meeting date is estimated
  • Attend the account team meetings for each A account , take notes on action steps committed to, and enter into salesforce.com as task, prepare status reports of completed actions for quarterly reviews

 

 

Skills & Abilities Requirements:

  • Must possess business acumen
  • Ability to apply business and industry acumen into work
  • Must be extremely detail orientated
  • Strong conceptual and analytic skills
  • Problem solving skills
  • Secondary research skills
  • Must be proficient in MS 2007 Word, Excel, PowerPoint and, Outlook
  • Must be proficient in salesforce.com
  • Must possess a high level of interpersonal skills with the ability to work independently and within a team environment
  • Must be able to work in a fast-paced environment with demonstrated ability to prioritize multiple, competing tasks and demands
  • Excellent written and verbal communication skills
  • Must have ability to work under pressure, meet deadlines, and work on multiple projects simultaneously
  • Ability to manage and analyze data

 

Education & Experience Required:

  • Bachelor’s degree or 5+ years relevant work experience required
  • Pharmaceutical industry experience preferred (vendor or client side)
  • Two plus years of sales operations experience required
  • Experience in managing and analyzing sales data required; including development of sales reports required
  • Experience with and working knowledge of a CRM software required; salesforce.com preferred

CONTACT PERSON: Holly Marcus
EMAIL: [email protected]

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