Find The RightJob.
Sales Assistant - Remote, Travel In WI/IL 10-15%
Major Responsibilities:
Licensure, Registration, and/or Certification Required:
Education Required:
Experience Required:
Knowledge, Skills & Abilities Required:
Physical Requirements and Working Conditions:
This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.
- Responsible for maintaining the client profile and keeping all detailed account requirements up to date with timely and accurate information. Informs supervisor/staff of new clients and service needs.
- Administers and compiles a company survey to access client satisfaction.
- Acts as a client liaison and coordinates tours and meetings for sales representatives.
- Assists sales representatives in documentation of sales opportunities, meetings and asset creation in CRM (Salesforce).
- Performs the initial intake of any client concerns related to billing or service. Resolves independently or alerts supervisor/director for resolution. Documents all issues and shares monthly report with the program supervisor.
- Remain knowledgeable on all services we provide and be able to articulate the program benefits and high level of care patient’s receive.
- Coordinate employer events with the direction of sales representatives to include, invites, venue, and catering as needed.
- Runs client reports from EMR or other software systems by request of sales or operations.
- Review client revenue reports to spot trends with may indicate future sales activities and opportunities.
- Perform Customer Retention calls and share results/report with Sales Rep.
Licensure, Registration, and/or Certification Required:
- None Required.
Education Required:
- Associate's Degree (or equivalent knowledge) in Business or related field.
Experience Required:
- Typically requires 3 years of experience in customer service.
Knowledge, Skills & Abilities Required:
- Excellent communication and problem solving skills.
- Experience in Microsoft Office and applications.
- Demonstrated self-directed, results orientated, approach to building client relations.
- Ability to handle difficult calls or situations and maintain professionalism.
- Above average organizational skills.
- Training or experience in keyboarding/data entry with emphasis on speed and accuracy.
- Willingness to travel to other Occupational Health Clinics in their market for meetings and projects.
Physical Requirements and Working Conditions:
- Position requires travel, may be exposed to severe road and weather hazards.
- Generally exposed to a normal office environment.
- Operates all equipment necessary to perform the job.
This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.
Similar jobs
Welcome Team and Retail Assistant (Seasonal)
THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION
Medora, United States
9 days ago
Showroom Consultant
Arizona Tile
Houston, United States
9 days ago
Sales Consultant
La-Z-Boy
Green Bay, United States
9 days ago
Sales Associate/ Designer
LIDDON FURNITURE
Panama City Beach, United States
9 days ago
SCHOOL BUS OFFICE AIDE
Lamers Bus Lines
Green Bay, United States
9 days ago
Patient Service Representative
NEW Oral & Facial Surgery
Green Bay, United States
9 days ago
Lead Sales Associate / Designer - Round Rock
La-Z-Boy
Round Rock, United States
9 days ago
© 2026 Qureos. All rights reserved.