Sales Operations Specialist - REMOTE

Role and Responsibilities

As a member of the Sales team and reporting to the Director of Sales Operations, the Sales Operations Specialist will work collaboratively with the Sales team members and leadership to drive growth within Liviniti. The partnership between Sales Leadership, the Sales team members and the Sales Operations Specialist is critical to our overall success and execution in territory management. Together, the primary goal is timely and accurate CRM management, defined and documented sales strategy for all prospective opportunities, timely acknowledge of proposal intake as well as timely and accurate deliver of all proposals and follow-up prospective communications. The Sales Operations Specialist is required to perform the following duties and undertake the following responsibilities in a professional manner:

• Proactively assist the sales lead with the proposal intake process including monitoring bid sites, review of documents, identifying gaps, form completion, and submission to downstream departments, meeting established SLAs.
• Populate initial data entry in Salesforce (CRM), maintain timely and accurate updates guaranteeing organizational data integrity.
• Attend proposal kick-off meetings and communicate prospect background and opportunity strategy in sales absence.
• Participate in Sales review of proposals and provide guidance to other departments to meet overall delivery times.
• Act as a point of contact in all aspects of Sales’ standard operation procedures: documentation of department process policies, complete updates to the Sales Resource Guide and identify opportunities for improvement to support growth initiatives.
• Educate and train Growth teams on proper use of sales systems/tools. Be the team subject matter expert for CRM users.
• Provide support in preparation for finalist meetings, Lunch & Learns and Webinars. Coordinate additional resources and meetings as needed. 
• Prospect research and documentation. Gather data and information to assist sales with territory planning and annual business plan completion.
• Establishes collaborative relationships across internal teams and coordinate resources as necessary in support of sales activities.
• Create and deliver ad hoc reporting requests from Sales and Sales leadership.
• Acts as a liaison to both internal and external contacts when sales is unavailable or out of the office.
• Abide by all obligations under HIPAA related to Protected Health Information (PHI).
• If a HIPAA violation is discovered, whether individually or by another, you must report the violation to the Compliance Officer and/or Human Resources.
• Attend, complete, and demonstrate competency in all required HIPAA Training offered by the company.
• Flexibility to understand, appreciate and embrace that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.  Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
• A well-organized and self-directed individual who is able to work with minimal amount of supervision.
• Proficient in Microsoft Office, Salesforce, and other industry related software programs.
• Ability to work extended hours, weekends, and holidays pursuant with industry demands.

Required Skills and Competencies

• Strong follow-up and follow-through skills.
• Ability to exercise prudent judgment, maintain confidentiality, and act in a diplomatic manner.
• Ability to independently identify, research and resolve issues.
• An intelligent and articulate individual who can relate to people at all levels of an organization.
• An excellent facilitator who is experienced in resolving conflicts.
• A decisive individual who possesses a strategic focus and a detail-oriented perspective.
• Demonstrated ability to manage multiple priorities and deadlines.

What We Have to Offer

Our benefits package is designed to keep our employees happy and health - physically, mentally and financially.

• Medical, Dental Vision Insurance
• Disability and Life Insurance
• Employee Assistance Program
• Remote Work options
• Generous Paid-Time Off
• Annual Reviews and Development Plans
• Retirement Plan with company math immediately 100% vested.

Position Type and Expected Hours of Work

• Full-time, salary/exempt position.
• Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 8:00AM to 5:00PM CT.  We cover clients from West to East Coast, work times must be adjusted to cover meetings in all time zones.  Ability to work extended hours, weekends and holidays pursuant with industry demands.

Travel

This position requires up to 10% travel.

Required Education and Experience

• Bachelor's Degree
• Possesses excellent verbal and written communication skills.
  
  

Liviniti, LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Liviniti, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Liviniti, LLC expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Liviniti, LLC employees to perform their job duties may result in discipline up to and including discharge.  EOE M/F/D/V