What are the responsibilities and job description for the Sales Operations Coordinator position at Boudreaux's New Drug Store?
Role Summary
Owns day-to-day CRM health and sales process continuity. Accountable for data integrity, lead/account routing, quote preparation, rep support, order/shipping status, and reporting. Partners with Marketing on lead flow and campaign tracking, and builds dashboards with the CRM Administrator and Sales Leadership to drive accountability.
Scope of Work
Owns day-to-day CRM health and sales process continuity. Accountable for data integrity, lead/account routing, quote preparation, rep support, order/shipping status, and reporting. Partners with Marketing on lead flow and campaign tracking, and builds dashboards with the CRM Administrator and Sales Leadership to drive accountability.
Scope of Work
- CRM Administration
- Configure fields, workflows, automations, and user access.
- Enforce data standards (naming, tagging) and completeness.
- Partner with the National Sales Director and Regional Managers to ensure consistent call-data entry. Why: Clean, standardized data powers accurate reporting, forecasting, and decisions.
- Lead & Account Operations
- Intake, deduplicate, and route lead to the correct owner.
- For “NA” leads, confirm market coverage and assign to the appropriate rep for follow-up/nurture.
- Create new customer accounts with full contacts and required documentation. Why: Timely, accurate handling prevents leakage and ensures sales-ready handoffs.
- Quotes & Pricing Control
- Manage pricing requests via a defined workflow.
- Rep submits request → SOC assembles quotes within guardrails → exceptions routed to Sales Leadership/Operations for approval. Why: Central control enforces pricing discipline and ensures every quote is logged for analysis.
- Rep Triage & Escalations
- Central point for rep questions on policies, CRM, and order status.
- Escalate clinical questions to Stella, who forwards to Clinical, then track to resolution. Why: Directs issues to the right SME (Subject Matter Expert), reducing admin load and cycle time.
- Order, Shipping & Status
- Record and maintain order/shipping milestones in the CRM.
- Coordinate with Operations/Pharmacy on incorrect orders, credits, and returns. Why: Improves visibility for reps and customers, minimizes status inquiries, and speeds remediation.
- Territory Hygiene
- Maintain ZIP/state territory maps and rules.
- Correct misrouted accounts and publish weekly corrections. Why: Accurate alignment prevents overlap, disputes, and lost productivity.
- Reporting & Analytics
- Build dashboards with the CRM Administrator and Sales Leadership for:
- New accounts; active vs. inactive accounts; total scripts; sales by region; average script cost.
- Activation rates; multi-category performance (e.g., BHRT, Dermatology).
- Channel run-rate.
- Generate monthly commission files with Operations. Why: Real-time dashboards support frontline execution; accurate commissions sustain trust across Sales, Marketing, and Operations.
- Process & Continuous Improvement
- Improve workflows across the sales tech stack and maintain SOPs.
- Partner with Marketing on campaign setup, MQL (Marketing Qualified Leads) definitions, and funnel reporting. Why: Standardized processes scale best practices and protect pipeline quality and conversion.
- Run Biweekly Doctor Tag Reports
- Lead routing accuracy ≥ 95%; misroutes ≤ 1%.
- Quote turnaround ≤ 4 hours; CRM field completeness ≥ 95%.
- New-account setup within 1 business day ( ≥ 95%).
- Same-day triage response ( ≥ 95%); clinical escalations resolved accurately ≥ 99% (via Stella/Clinical).
- On-time delivery of dashboards and commission files.
- Demonstrable improvement in time-to-first order.
- Sales (W-2/1099): lead ownership, updates, expansion.
- Clinical Desk/PharmD: clinical guidance, Perfect Script support.
- Pharmacy/Operations: Rx edits, shipping exceptions, returns.
- Operations/HR: commission files and month-end true-ups (guided by Katherine).
- Regional Managers: forecasting cadence, territory standards, new-hire ramp.
- Marketing: campaign tracking, MQLs (Marketing Qualified Leads), funnel attribution.
- CRM Administrator & Sales Leadership: dashboard development, metric alignment, reporting cadence.
- Health insurance
- Dental & vision insurance
- 401k program
- PTO
Salary : $17 - $22