Sales Team Coordinator

About Us

Impact Advisors, LLC is a nationally recognized healthcare management consulting firm delivering Best in KLAS advisory, implementation, and optimization services. We are driven by a commitment to exceed client expectations and are proud to be a trusted partner to many of the nation's leading healthcare organizations. Our mission to drive patient-centered, value-driven outcomes has earned us prestigious industry accolades. To learn more about us, visit www.impact-advisors.com.

Job Overview

Impact Advisors is seeking a dynamic and motivated Sales Operations Support Specialist to join our team. In this role, you will be instrumental in enabling the success of our Business Development and Sales teams by managing reporting, technology platforms, and critical coordination activities. This position offers a unique opportunity to support strategic growth initiatives and contribute to the firm's continued success in transforming healthcare.

Responsibilities

• Sales Reporting: Prepare and distribute weekly sales reports to firm leadership and stakeholders.
• Meeting Coordination: Support weekly, bi-weekly, and bi-annual BD and Sales meetings by managing agendas, logistics, and content.
• Executive Support: Assist the CGO with firm-wide BD administration including account assignments, territories, CREs, SL BD leads, and bonus performance tracking.
• Presentation Materials: Support the development of materials for Board, Executive, and other key leadership meetings.
• Strategic Meetings: Coordinate scheduling and content for key internal and external meetings, including client and partner interactions.
• Partner Engagement: Assist the CGO in managing strategic partner plans and communications (e.g., Epic, Oracle, AWS, Workday).
• Sales Tools Management: Serve as system administrator for NetSuite, managing workflows, reports, dashboards, data accuracy, and user support.
• Lead and Campaign Tracking: Coordinate post-event follow-up and lead attribution for conferences, marketing campaigns, and account plans.
• CRM Governance: Ensure accurate data entry in NetSuite for leads, clients, contacts, and campaign ROI tracking.
• SharePoint Oversight: Maintain and organize BD SharePoint folders and content.
• LinkedIn Engagement: Monitor Sales Navigator usage and encourage broader engagement across the sales and leadership teams.
  
  

Qualifications

Education and Experience

• Educational Requirement: Bachelor’s degree in business, marketing, communications, or a related field required.
• Experience Requirement: Minimum 3 years of experience in sales operations, business development support, or CRM administration.
• Certifications/Licenses: NetSuite CRM experience preferred; certifications in CRM systems or project coordination a plus.
  
  

Skills And Competencies

• CRM Expertise: Proficiency in NetSuite or similar CRM platforms, including report building, dashboard creation, and system governance.
• Project Coordination: Strong organizational and logistical skills with the ability to manage complex meeting schedules and deliverables.
• Data & Reporting: Ability to analyze and prepare regular sales and marketing performance reports.
• Communication: Excellent written and verbal communication skills; able to work effectively with all levels of leadership and external partners.
• Attention to Detail: High level of accuracy and commitment to data integrity and process improvement.
• Tech-Savvy: Proficiency in Microsoft Office Suite, SharePoint, and collaboration tools.
  
  

Additional Information

• Travel: Minimal travel may be required for in-person summits or events.
  
  

Our People and Culture

At Impact Advisors, we cultivate a caring, fun, honest, and autonomous work environment. Our success stems from our associates' dedication and a shared mission to create a “Positive Impact.” We embrace diversity and inclusion, fostering an environment where all employees feel valued and empowered.

Join Impact Advisors and make a real difference in healthcare.