Sales Team Coordinator

Assist Sales leaders with creation of lead and contact lists and reports to support SDR outbound activity

Assist Sales leaders with creation of sequences in Outreach.io

Become a CRM Expert: Take ownership of Salesforce data quality, resolving complex records and maintaining the integrity of our prospect database.

Maintain accurate customer and prospect records, including creating, updating, merging, and reactivating records as needed.

Maintain CRM data quality through ongoing data cleanup and record maintenance.

Assist with duplicate management and account hierarchy updates.

Support user requests related to accounts, contacts, leads, and opportunities.

Follow documented processes to ensure data accuracy and consistency.

Drive Sales Engagement: Troubleshoot and optimize Outreach workflows, helping the team leverage technology to close more deals.

Monitor Salesforce and Outreach data synchronization and escalate issues when necessary.

Help maintain data quality within Outreach.

Support user adoption of established prospecting and engagement processes.

Strategic Collaboration: Partner with Account Management to execute complex account consolidations and mergers.

Execute established procedures to maintain accurate customer records and account structures.

Ensure changes are completed accurately and in a timely manner.

Support user onboarding activities related to Salesforce and Outreach.

Assist with maintaining process documentation and knowledge base resources.

Contribute to continuous improvement efforts by identifying recurring issues and opportunities for increased efficiency.

Bachelor’s degree or equivalent work experience.

Strong organizational skills and attention to detail.

Excellent written and verbal communication skills.

Ability to manage multiple priorities in a fast-paced environment.

Strong problem-solving and customer service mindset.

Proficiency with Microsoft Office or Google Workspace.

Experience with Salesforce, Outreach, or other CRM and sales technology platforms.

Experience supporting sales, marketing, account management, or operations teams.

Familiarity with data management and business process workflows.

Leads are routed accurately and on time.

Salesforce records remain clean and well-maintained.

User support requests are resolved quickly and professionally.

Customer account changes are completed accurately.

Documentation remains current and easy to follow.

Our Values: Excellence: A job worth doing is a job worth doing RIGHT.

We believe that excellence is never an accident. It’s the result of high intention, sincere effort, and intelligent execution.

We are change-makers who push the boundaries of what is possible, continually reimagining patient care.

We realize that our work impacts people’s health and demands that we hold ourselves to the highest possible standards.

We know a good thing when we see it; when exceptional talent comes our way, we hire them and help them grow.

We understand the value of time, and we give our best effort everyday because we have a day in which to give it.

Fortitude: Our goals are big. Our dedication is bigger.

We embrace ambitious and challenging projects with confidence in our ability to achieve them together.

We are courageous as we venture into the unknown.

We persevere in the face of difficulties.

We do not let perfection be the enemy of progress; we focus on taking the next best step forward.

We take ownership of our mistakes and of our successes, and we learn from both.

Service: We work for something more important than ourselves.

We care deeply about our colleagues, customers, and patients, ensuring our work at Medbridge has a lasting impact.

We take a multi-disciplinary, data-oriented approach to solving problems.

We lead with confidence and humility, embracing a servant-leadership mindset as we support and challenge one another to reach our shared goals.

We know that if we do great work, we help people live healthier lives.