Sales Development Coordinator - ELITE Dental Alliance

Summary/Objective

Reporting to Vice President of Member Engagement, the Sales Development Coordinator is responsible for managing all incoming leads, scheduling demos, onboardings, member reviews and the member advocate support inbox. The role includes responding to web chats and completing collections calls. This individual will also assist with lead follow-ups from events, vendor campaigns, and promotions, and engage in various strategic initiatives to drive ELITE's growth and member satisfaction.

Essential Functions

Lead Management and Qualification:  This encompasses handling incoming leads, prioritizing them, providing information, and scheduling demos.

Member Support and Communication: This focuses on managing web chat, multi-channel communication, addressing member inquiries, and providing assistance with redemptions, rebates, and payments.

Sales and Onboarding Support: This includes scheduling meetings, supporting the onboarding process for new members, and contributing to sales enablement.

Data Analysis and Process Improvement: This covers interpreting sales data, contributing to member journey mapping, researching competitors, and proposing process improvements.

CRM and Administrative Management: This centers around managing the CRM system (HubSpot), ensuring data accuracy, and managing the member advocate inbox.

Responsibilities & Duties

Manage and qualify incoming leads via phone, email, and web forms, including scheduling demos.

Provide real-time support through web chat and multi-channel communication, addressing lead and member inquiries.

Conduct outreach and manage collections, including scheduling member reviews and onboarding calls.

Support new member onboarding, including documentation, confirmation emails, and addressing common questions.

Maintain and utilize the CRM system (HubSpot) for data accuracy and sales team support.

Manage the member advocate inbox, ensuring timely responses and accurate record-keeping.

Analyze sales data and metrics to refine targeting strategies and contribute to member journey mapping.

Collaborate with marketing teams to align lead generation efforts and contribute to sales enablement materials.

Organize and participate in virtual events, following up on leads generated from those events.

Propose process improvements based on feedback and data analysis.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.