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CRM and Contracting Coordinator
Position Summary:
As the Company's expert in its CRM application, the successful candidate will be responsible for the development, implementation and administration of this critical business tool. As part of a multifunctional team, the CRM & Contracting Coordinator is responsible for developing and recommending CRM best practices to Sales & Marketing to capture relevant information leading to quantitative analysis and improved sales performance.
Under the supervision of the Sales Administration and Contracting Manager, the CRM & Contracting Coordinator prepares contracts and proposals for prospective customers, develops a strong awareness and understanding of the sales pipeline and provides support for various sales contracting and administration duties and functions.
CRM Responsibilities:
* Train CRM users (or coordinate training).
* Assist with bulk import of lead, contact or account data.
* Create CRM User Procedures.
* Regularly communicate with, motivate and update CRM users.
* Hold routine and periodic meetings with steering committee to revisit application success factors.
* Configure shared custom reports.
* Assist users with report design and management.
* Create ad-hoc reports as necessary.
* Represent the "voice" of the user community to management.
* Create or delete customer defined fields.
* Update custom-defined page layouts and record types.
Contracts and Sales Administration Responsibilities:
* As a member of the contracts team, create budgetary proposals and contracts to enable external funding of contracted revenues,
e.g., capital lease programs.
* Assist the Company's inside sales process including:
- Contracts & proposals log
- Creation of customer files: customer shipping and billing information, signed contracts, customer purchase orders and Delivery &
Acceptance Certificates
- Completion of customer requirements to qualify InTouch as an approved vendor
- Timely communications with finance, operations, marketing & sales and customers on the receipt of orders, outstanding documents
and delivery information
* Administers the ongoing development of sales performance metrics and the CRM.
Knowledge, Skills and Ability:
* Strong analytical, written and verbal communication skills
* Passionate belief in the benefits of CRM for the user base
* Excellent numerical skills
* Cooperative and flexible
* Attention to detail
Qualifications:
* A Bachelors degree is required.
* Prefer 1-2 years experience with supporting the implementation or administrating of CRM systems.
* Experience using Great Plains Dynamics is a plus.
Salary dependent on experience.
Email résumé: HumanResources@intouchhealth.com
Questions: Click here to submit a question.
Only candidates of interest will be contacted.
No agencies or phone calls please.
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