Sales Operations, Practice Onboarding Associate
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Job Description
Sales Operations & Practice Onboarding Associate supporting sales and operations for a medical fintech startup. Involves diverse tasks from sales research to onboarding practices in a remote setting.
Responsibilities:
- Research medical practices across multiple verticals (dental, fertility, ophthalmology, veterinary, aesthetics, plastics, etc.)
- Build and maintain databases of practices, including contact information and key details
- Identify and gather email addresses and other contact details for outreach and targeting
- Keep practice records up to date and organized
- Support the sales process once a practice agrees to work with us
- Upload and manage contracts in DocuSign
- Organize and file executed agreements in shared drives
- Ensure all sales documentation is complete, accurate, and properly stored
- Help track deal status and progress through the pipeline
- Support implementation and onboarding of new practices
- Coordinate onboarding steps and ensure required tasks are completed
- Assist in setting up and maintaining onboarding workflows and checklists
- Help troubleshoot gaps or delays in onboarding
- Check in with existing practices via email or other communication channels
- Support ongoing engagement to ensure practices are active and supported
- Maintain and update Monday.com boards to reflect current status and tasks
- Ensure data and workflows remain accurate and up to date
- Assist with various operational tasks as needed in a growing startup
- Help improve and document processes as the business scales
- Support the team with ad hoc tasks related to sales, onboarding, and operations
Requirements:
- Strong organizational and administrative skills
- Comfortable handling multiple small tasks and shifting priorities
- Experience with or willingness to learn tools such as DocuSign, Google Drive, and Monday.com
- Strong written communication skills (email and internal communication)
- Detail-oriented with the ability to follow through on tasks
- Comfortable working in a fast-paced, early-stage startup environment
- Nice to Have: Experience in sales operations, rev ops, onboarding, or customer operations
- Experience working with healthcare, fintech, or SaaS companies
- Prior startup experience
- Familiarity with CRM or workflow tools
Benefits:
- Client Relationship : You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
- Payments : All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
- Vacation Leaves and Holidays : While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.
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