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Ensure the efficiency, accuracy, and consistency of the systems and processes used by the Outreach team, providing essential operational support that drives team performance and data integrity. You will be the foundational support for our outreach systems and data, facilitating smooth operations across all patient engagement channels. You will focus on the tools, processes, and data governance necessary for the team to operate consistently and effectively, supporting both daily administrative functions and long-term operational excellence projects.
Job Responsibility:
Help organize and improve sales tools (TalkDesk, SalesForce, Metabase, etc.) to improve usability and consistency across platforms
Support the maintenance and cleanup of Salesforce dashboards, reports, and data fields to ensure accuracy and relevance
Help maintain and update operational and knowledge base systems, including training and learning and development material
Help maintain internal documentation for primary systems, workflows, and operational processes
Assist with essential administrative functions such as completing patient eligibility checks through internal tools and external insurance platforms
Provide data support for the Outreach team, ensuring call documentation and enrollment data are accurately captured and reported
Participate in meetings and projects with teams to understand how Sales Excellence drives understanding and execution
Flex into other training, patient, and specialist support tasks as needed, including managing inbound inquiries or assisting with patient outreach
Requirements:
Experience working in a fast-paced environment, preferably in a call center or sales operations setting
A keen eye for detail and a commitment to data accuracy and consistency
Proven ability to manage multiple administrative tasks and prioritize effectively
Familiarity with CRM systems (like Salesforce) and sales/outreach enablement tools is a plus
Consistently demonstrate high-quality execution and reliability
Strong organizational and time-management skills
Ability to work independently and as part of a team
Willing to work some nights and weekends as needed
Nice to have:
Bilingual (Spanish)
Prior people and performance management
What we offer:
Competitive healthcare benefits
Generous equity compensation
Unlimited vacation
Membership in the First Round Network (a curated and confidential community with events, guides, thousands of Q&A questions, and opportunities for 1-1 mentorship)