This job is posted on behalf of Management Business Solutions, Inc. by Top Echelon.
SUMMARY: Management Business Solutions is seeking a Customer Sales Support Representative - Medical / Salesforce for a growing organization in Southwest Michigan. This position combines customer service, sales support, Salesforce administration and reporting, and administrative coordination in a professional, regulated environment. The ideal candidate is a strong Salesforce user with hands-on experience building reports and dashboards, troubleshooting reporting issues, and making Salesforce configuration and process improvements. This is not an IT-focused position; the successful candidate will bring a strong customer or sales support background along with advanced, hands-on Salesforce experience.
RESPONSIBILITIES:
- Serve as a Salesforce power user and train team members on Classic and Lightning.
- Develop and improve Salesforce processes, procedures, and training materials.
- Independently design, build, customize, and modify Salesforce reports and dashboards to support business reporting needs, including troubleshooting reporting issues and implementing improvements to existing reporting processes
- Provide customer support by phone and email, ensuring timely and accurate responses.
- Manage calendars and coordinate meetings for Sales Reps and internal teams.
- Schedule and support customer review meetings and outbound sales activities.
- Maintain accurate customer information and records in Salesforce and LIMS.
- Enter and update customer information, orders, and related records within the LIMS.
- Assist with customer retention, sales outreach, and promotional activities.
- Identify process or data issues and help improve accuracy and efficiency.
- Maintain HIPAA confidentiality and protect sensitive customer information at all
QUALIFICATIONS:
- A Bachelor’s degree is required.
- 5+ years of hands-on Salesforce experience (Classic and Lightning) required, including advanced reporting, dashboard development, configuration, and user training.
- 8+ years of Customer support and/or sales support experience required.
- Experience training others and improving Salesforce processes is highly preferred.
- Healthcare, clinical, laboratory, or regulated-industry experience preferred.
- Excellent organizational, communication, scheduling, and follow-up skills.
- Proactive problem solver with strong attention to detail.
- Ability to work independently and effectively within a team.
- Demonstrated career stability and success in previous roles.
MANAGEMENT BUSINESS SOLUTIONS IS AN EQUAL OPPORTUNITY EMPLOYER