Customer Sales Support Representative - Medical / Salesforce

Job Description

Job Description

This job is posted on behalf of Management Business Solutions, Inc. by Top Echelon.

SUMMARY: Management Business Solutions is seeking a Customer Sales Support Representative - Medical / Salesforce for a growing organization in Southwest Michigan . This position combines customer service, sales support, Salesforce administration and reporting, and administrative coordination in a professional, regulated environment. The ideal candidate is a strong Salesforce user with hands-on experience building reports and dashboards, troubleshooting reporting issues, and making Salesforce configuration and process improvements. This is not an IT-focused position; the successful candidate will bring a strong customer or sales support background along with advanced, hands-on Salesforce experience.

RESPONSIBILITIES:

• Serve as a Salesforce power user and train team members on Classic and Lightning.
• Develop and improve Salesforce processes, procedures, and training materials.
• Independently design, build, customize, and modify Salesforce reports and dashboards to support business reporting needs, including troubleshooting reporting issues and implementing improvements to existing reporting processes
• Provide customer support by phone and email, ensuring timely and accurate responses.
• Manage calendars and coordinate meetings for Sales Reps and internal teams.
• Schedule and support customer review meetings and outbound sales activities.
• Maintain accurate customer information and records in Salesforce and LIMS.
• Enter and update customer information, orders, and related records within the LIMS.
• Assist with customer retention, sales outreach, and promotional activities.
• Identify process or data issues and help improve accuracy and efficiency.
• Maintain HIPAA confidentiality and protect sensitive customer information at all

QUALIFICATIONS:

• A Bachelor’s degree is required.
• 5+ years of hands-on Salesforce experience (Classic and Lightning) required, including advanced reporting, dashboard development, configuration, and user training.
• 8+ years of Customer support and/or sales support experience required.
• Experience training others and improving Salesforce processes is highly preferred.
• Healthcare, clinical, laboratory, or regulated-industry experience preferred.
• Excellent organizational, communication, scheduling, and follow-up skills.
• Proactive problem solver with strong attention to detail.
• Ability to work independently and effectively within a team.
• Demonstrated career stability and success in previous roles.

MANAGEMENT BUSINESS SOLUTIONS IS AN EQUAL OPPORTUNITY EMPLOYER