Strategic Sales Associate @ Personify Health | Jobright.ai
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Personify Health · 1 day ago

Strategic Sales Associate

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ConsultingElectronic Health Record (EHR)

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Responsibilities

Sales Enablement – Supporting Sales Reps
Help with sourcing most recent messaging, win themes, and levers.
Opportunity creation and processes
Assist with setting calendar invites, managing/organizing internal/external related to opportunities and sales
Outreach Related – Pipeline Generation
Identify and outreach to Consultants / Brokers / Prospects
Active broker, prospect, and pipeline relationship management
Broker / Prospect focused buyer’s groups expansion, researching appropriate contacts, becoming more granular and personalized with decisionmakers/influencers.
Opportunity Support – Qualification and beyond
Understand our Sales Process
Active pipeline support
Attend broker calls if appropriate, attend all internal prep meetings, and take notes/make any necessary changes to presentations, or proposals as needed.
Create prospect / broker specific PowerPoint presentations with Reps input/direction and culling from relevant decks (locating decks within SharePoint if they are accessible or reaching out to deck owners.)
Assist and support RFP / RFI / Proposals and Order Forms. Filling out, configuring, adjusting, proof reading, final overview of proposals, etc.
Coordinate final proposal document production for submission
Support case requests within SF, legal/contracting/etc.
Update notes, contact roles, products, throughout life cycle of Opportunity in SF.
Gathering internal resources and departments to support contracting phase.
Provide support in opportunity strategy and progression.
Celebrate WINS!

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales EnablementSalesforceTPA understandingMicrosoft OfficeHealth Plans experienceBroker relationship managementOpportunity managementProject management

Required

Solid understanding of TPA’s and Health Plans
Minimum of 2 years working for a TPA, Health Plan, or in Benefits
Outgoing, positive, friendly, and team player
Highly responsive and accountable
Demonstrated history in exceeding performance goals and quotas
Strong communications skills and understanding of how to identify customer needs and map business value
Adept and consistent in using Salesforce and Microsoft Office applications
Internet and research savvy using online tools such as LinkedIn and ZoomInfo
Proficient in managing multiple simultaneous qualification and sales processes
Strong broker and customer understanding ranging between core job deliverables to solving business problems
Able to quickly assess a business situation or scenario and quickly develop and drive plans to address challenges or capture opportunities
Willingness to accept and contribute new ideas and adapt to a rapidly changing market
Results oriented, with strong project management and influencing skills
Narrow 'Say-Do' gap
Demonstrates a strategic and thoughtful approach to territory and account penetration
Understand business value, motivation, and purchase processes and how to synthesize these insights into actionable, useful guidance for the sales and marketing teams
Has a strong sense of pace and urgency to ensure work is completed in the expected timelines

Benefits

Health, dental, vision, mental health and other benefits

Company

Personify Health

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Personify Health is a software that provides health plan administration, comprehensive health navigation, and holistic well-being solutions.
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