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About The Role
Impact you will make
As the Sales Support Specialist, you will play a key role in empowering our sales team to achieve and exceed their targets. Your dedication to managing Salesforce data, coordinating essential meetings, and providing high-quality administrative support will enable our sellers to focus on what they do best: closing deals. You'll act as a trusted resource for new sales reps, ensuring they are properly onboarded and equipped to excel. Your contributions will drive effective cross-functional collaboration and provide vital insights that help refine our sales strategies and maximize performance.
What You Will Do
Maintain and update customer data, sales leads, and opportunities within Salesforce, ensuring accurate, up-to-date information
Assist new sales reps in using Salesforce effectively by providing guidance and troubleshooting support
Help prioritize high-value tasks like SLT/ELT onsite visits, ensuring that reps focus on high-impact opportunities
Schedule, assist, and distribute weekly, monthly, and quarterly team meetings, coordinating with the Business Intelligence team to showcase areas for improvement
Support the qualification of inbound leads to ensure quality before assigning them to the appropriate sales reps
Coordinate with marketing to provide feedback on lead quality
Collaborate with future BDR resources to ensure a continuous feedback loop on leads
Handle logistical tasks like scheduling sales calls, meetings, and demos
Assist occasionally with coordinating RFP/RFI routing and follow-up
Assist sales reps with order processing and follow-up tasks to ensure a smooth customer experience
Organize and manage the distribution of sales collateral and enablement materials to reps
Ensure new sales reps have access to the latest product information and case studies
Perform outreach to ensure customers and prospective buyers consistently receive communication about FinThrive solutions
Support onboarding by training new sales reps on Salesforce, sales processes, and best practices
Serve as a point of contact for new sales reps’ inquiries, helping them acclimate quickly
Coordinate with the Sales Enablement lead to secure additional training needed to improve key metrics for sales reps and the team
Provide timely win/loss analysis from marketing to the team
Monitor key performance indicators and Objectives and Key Results (OKRs), assisting sales reps in understanding their targets
In coordination with the Business Intelligence team, provide sales leaders with updates on areas of concern in individual or team performance
Assist in other ad-hoc analyses and presentations as needed
What You Will Bring
3+ years of experience in a sales support or enablement role, preferably in Sales or Commercial Operations
Knowledge of sales pipeline tools and techniques
Intermediate to Advanced knowledge of Salesforce.com
Intermediate to Advanced knowledge of Microsoft tools – specifically Excel and PowerPoint
Ability to quickly adapt and respond to the rapidly evolving Commercial team environment and sales landscape
Highly organized with exceptional time and project management skills
Strong acumen for being able to multi-task and successfully manage multiple projects and initiatives at the same time
Extremely detail-oriented with a proactive approach to problem-solving
Above average Oral and written communication skills
Strong collaboration skills with the ability to easily work across teams and departments
Travel required: up to 10%
What We Would Like To See
Bachelor’s degree in business, Marketing, or related field
Experience working in a SaaS or healthcare software company
FinThrive’s Core Values and Expectations
Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive’s core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities
Support FinThrive’s Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive’s business practices; this includes becoming familiar with FinThrive’s Code of Ethics, attending training as required, notifying management or FinThrive’s Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations
Physical Demands
The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Statement of EEO
FinThrive values diversity and belonging and is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process.
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FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.