Responsibilities

• Own the lead tracking and distribution process, giving the sales team real-time visibility into pipeline activity
• Coordinate quotes, proposals, and sales packages — making sure every touchpoint with a prospect is sharp and professional
• Manage customer accounts, follow up on action items, and keep our CRM organized and up to date
• Help prepare for sales meetings and industry conferences so our team shows up prepared and polished
• Partner with our marketing consultant to plan, execute, and optimize campaigns across channels
• Track campaign performance and surface insights that shape what we do next
• Create and edit compelling content for both internal and external audiences
• Lead regular update calls with partners — keeping them aligned, informed, and excited about results
• Build polished, data-driven presentations for client-facing and leadership meetings
• Collect and analyze program data, then translate it into clear, actionable insights for partners

Requirements

• 2+ years in sales support, marketing coordination, account management, or a similar client-facing role
• Healthcare industry experience is a strong plus — especially with FQHCs, CCM, RPM, or AWV programs
• Project coordination or administrative support experience that demonstrates your ability to keep things on track
• Associate’s or Bachelor’s degree in Business, Marketing, Healthcare, or related field preferred (not required — relevant experience speaks just as loudly)
• Strong proficiency in Microsoft Office Suite:
• PowerPoint: Building polished, data-driven presentations
• Excel: Tracking metrics, building reports, and working with formulas
• Word & Outlook: Professional correspondence, document creation, and calendar management
• Comfortable using AI-powered tools (Claude, ChatGPT, Copilot, or similar) to boost efficiency — or eager to learn
• Familiarity with CRM or project management platforms (Zoho, HubSpot, Asana, Monday.com) is a plus
• Confident with video conferencing tools (Teams, Zoom, Google Meet)
• A strong communicator — clear, concise, and confident in writing and conversation
• Organized and detail-oriented, with a knack for juggling multiple priorities without dropping the ball
• Comfortable working with data: tracking metrics, spotting trends, and turning numbers into stories
• High emotional intelligence — you build trust naturally with partners and teammates
• Self-motivated, adaptable, and energized by a fast-paced, evolving environment

Preferred

• Healthcare industry experience is a strong plus
• Familiarity with CRM or project management platforms (Zoho, HubSpot, Asana, Monday.com) is a plus

Benefits

• Medical and dental coverage
• Generous PTO to recharge and reset
• Monday–Friday, 8-hour day shifts
• Fully remote — work from the following time zones (PT, MT, CT)