JOB OVERVIEW :

This position will play a fundamental role in achieving ambitious customer acquisition and revenue growth goals. The role will be responsible for driving business development efforts, incremental sales growth, and customer satisfaction resulting in successfully closed transition activities for the client and company including, but not limited to Practice Valuation Engagements, Consulting Engagements, Practice Brokerage, Real Estate Brokerage.

The role will work closely with the assigned Regional Sales Manager (RSM) and respective Transition Sales Consultants (TSCs) to maximize customer experience throughout the client lifecycle, from initial contact through closing on both the Buy and Sell side of the client relationship, including respective party’s business advisors.

Consults with the RSM cultivate new marketing strategies and delivery through various channels to include social media, Constant Contact, and other marketing methods.

KEY RESPONSIBILITIES :

• Manage Sales Process, Communications, and Transaction Information
• Deliver consistent sales communications with Valuations Coordinator, Transitions Coordinator, Sellers, Buyers, and Business Advisors to facilitate the timely transfer of information and keep the transition closing date on track.
• Enhance the Practice Valuation Experience with personal interaction with respect to Practice Questionnaire (interview), follow-up for key questions regarding valuation needs, working independently to provide all required data points to the valuation team and serving as the go-between internal team, client, and their respected advisors.
• Support each practice listing and closing by following up with buyers, customers, and customer advisors to ensure accurate practice profiles are created, road to closing checklist in on track, final purchase agreement is completed, and closing documents are completed and delivered.
• Identify and notify of deal issues early in the process with consistent communication with the Buy / Seller Parties and their respective advisors.
• Work with RSM to support regional team training, regional calls, and other duties that support good communications and a positive culture for the region.
• Participate in special sales projects and perform other sales support duties as requested by manager.

SPECIFIC KNOWLEDGE & SKILLS :

• Working knowledge of Salesforce, Power BI, and other CRM dashboards required
• Strong project management skills and ability to drive success for client relationship on cross functional basis required
• Strong listening skills to translate client feedback into appropriate DPT solution set.
• Understanding of customer focused selling skills and demonstrated ability to gain trust required
• Working knowledge of HSD strategic lending partnerships, as well as COIs in market to drive relevant material required
• Working knowledge of Financial Statements to include various Business Tax Returns, Profit & Loss Statements required
• Financial acumen to assess cash-flow and adjusted EBITDA targets with a given client required
• Understand the Credit Box and basic underwriting criteria of DPT preferred lenders required
• Proficiency in creating advanced PowerPoint presentations and Excel workbooks for Senior Leadership Team required

GENERAL SKILLS & COMPETENCIES :

• Good understanding of industry practices
• Proficient with tools, systems, and procedures
• Basic planning / organizational skills and techniques
• Good decision making, analysis and problem-solving skills with ability to multi-task
• Good verbal and written communication skills
• Good presentation and public speaking skills
• Good interpersonal skills
• Basic conflict resolution skills
• Developing professional credibility

MINIMUM WORK EXPERIENCE :

Typically 2 to 4 or more years of related professional experience with a bachelor’s degree. Typically 6 or more years of related sales, sales support, or professional experience with High School education.

PREFERRED EDUCATION :

Typically a Bachelor's Degree or global equivalent in related discipline. Sales specific education programs preferred.

TRAVEL / PHYSICAL DEMANDS :

Travel typically less than 10%. Office environment. No special physical demands required.

Henry Schein, Inc. is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.

Last updated : 2024-05-24