Odoo Crm Tutorial Jobs in Usa

Full-time | Field-based

 Reports to: Sales Director

Expected OTE: $130,000-$150,000

We are a leading provider of custom sauna and steam room solutions, delivering high-quality wellness environments for residential, commercial, and showroom clients. With a focus on craftsmanship, technical expertise, and customer experience, we partner with homeowners, designers, builders, and commercial stakeholders to design and deliver tailored wellness systems.

The Sales Executive is responsible for managing the full sales lifecycle for sauna and steam room projects. This role involves consultative selling, territory development, proposal management, and long-term relationship building. The Sales Executive plays a key role in driving revenue growth by identifying opportunities, guiding clients through product and system selection, and supporting projects from initial inquiry through post-sale follow-up.

Territory and travel requirements vary by assignment and business needs.

KPIs are plan-based and may include:

●     Revenue targets

●     Channel development (residential, commercial, builder, or showroom)

●     Pipeline growth and conversion

●     Customer retention and referral generation

●     Manage sales opportunities for small, medium, and large sauna and steam room projects.

●     Prospect and develop new business relationships through canvassing, networking, referrals, and inbound leads.

●     Build and maintain relationships with homeowners, architects, designers, contractors, developers, and commercial decision-makers.

●     Identify upcoming construction and renovation opportunities by monitoring permits, plans, and market activity.

●     Read and interpret blueprints, building plans, and RFPs; develop scopes of work and professional proposals.

●     Prepare accurate quotes for equipment, materials, systems, and related services.

●     Coordinate internally to support product delivery, installation, and project timelines.

●     Support customer onboarding, training, and post-installation follow-up to ensure satisfaction.

●     Promote preventative maintenance agreements, service plans, and referral opportunities.

●     Maintain accurate CRM records, including activity tracking, pipeline management, forecasting, and commission documentation.

●     Attend industry events, trade shows, and networking opportunities to strengthen brand awareness and sales pipeline.

●     Represent the company professionally in showrooms, on job sites, and during client meetings.

●     3–5+ years of sales experience in home improvement, construction-related products, wellness, or technical systems; luxury or consultative sales experience preferred.

●     Proven ability to meet or exceed sales targets in long-cycle, multi-stakeholder sales environments.

●     Ability to read architectural drawings and understand construction terminology (training available).

●     Strong presentation, proposal development, and negotiation skills.

●     Excellent verbal and written communication skills with a professional, client-focused demeanor.

●     Comfortable working independently across a defined territory.

●     Proficiency with CRM platforms (HubSpot or similar), MS Office, and Google Workspace.

●     Valid driver’s license and willingness to travel as required.

●     Bilingual capabilities are a plus.

●     Strong organizational skills, attention to detail, and follow-through.

●     Tech-savvy with the ability to learn product and system specifications.

●     Daily or weekly activity reporting using company communication and CRM tools.

●     Business casual dress appropriate for client meetings, showrooms, and job sites.

Compensation structure varies by plan and may include:

●     Base salary plus commission

●     Performance-based incentives

●     Health insurance, paid time off, and wellness benefits

●     Mileage reimbursement or company vehicle options

●     Career growth opportunities within sales leadership or specialized channel

Compensation & Benefits

●     Base: $50,000

●     Quota: $1,000,000 attributable revenue

●     Commission: 5% on deals ≥50% GM (max $10,000 per deal)

o      Margin kicker: +0.10% for each 1% above 50% (e.g., 60% GM = 6% total)

o      Reduced rate: 3% at 45%–49.99% GM; no commission under 45% unless pre-approved

●     Quota Bonus: $15,000

●     Earnings at quota (est., excl. base): $115k @50% GM | $120k @55% | $125k @60%

●     Total comp incl. base: typically ~$130k–$140k

●     Benefits: Medical, PTO, team performance bonuses; company car use or mileage reimbursement

About the Company

Our client is seeking a driven Sales Hunter to generate new business by identifying, prospecting, and closing net-new clients for its SaaS-based workforce and business solutions. This is a heavily outbound, quota-carrying role best suited for a sales professional with 1–3 years of experience who thrives in a fast-paced, performance-driven environment. The ideal candidate is competitive, resilient, and confident owning the full sales cycle from first outreach through close.

There is a 6-week of training on-site at the headquarters - Covered by the client

Responsibilities

• Prospect and generate new business opportunities through outbound cold calling, email campaigns, LinkedIn outreach, and networking
• Own the full sales cycle for net-new accounts, from discovery through contract execution
• Conduct consultative discovery conversations to uncover prospects’ operational, HR, and payroll challenges
• Deliver tailored product demonstrations and presentations aligned to client needs
• Consistently meet or exceed monthly, quarterly, and annual revenue targets
• Maintain accurate pipeline management, activity tracking, and forecasting within CRM systems
• Build and manage a strong pipeline of qualified opportunities within an assigned territory
• Collaborate cross-functionally with internal sales leadership, implementation, and support teams to ensure smooth client handoffs

Qualifications

• 0–3 years of sales experience
• Proven success in a high-volume, outbound, quota-carrying sales role
• Experience managing a full sales cycle from prospecting through close
• Strong communication, negotiation, and objection-handling skills
• Highly organized with the ability to manage multiple opportunities simultaneously
• Competitive, self-motivated mindset with a strong work ethic

Required Skills

• Experience selling!
• Familiarity with CRM platforms and sales prospecting tools
• Demonstrated ability to succeed in a metrics-driven sales environment

Preferred Skills

Experience selling HR, payroll, or enterprise software solutions.

Familiarity with CRM platforms and sales prospecting tools.

Demonstrated ability to succeed in a metrics-driven sales environment.

Equal Opportunity Statement

Include a statement on commitment to diversity and inclusivity.

Client Engagement Coordinator

Client Engagement Operations & Sales Support (Onshore)

We are seeking a detail-oriented and proactive Client Engagement Coordinator to support client engagement operations, lead management, and sales execution. This role works closely with Client Partners and cross-functional teams to help track leads, maintain pipeline visibility, and ensure follow-through across client engagement activities.

This position is ideal for someone early to mid-career who is looking to grow in sales operations, client engagement, or consulting operations, and who thrives in an organized, execution-focused role.

This is an onshore, Chicago-based role reporting to the VP of Client Engagement, with a hybrid work model out of our Westmont, IL office. Client Engagement Manager Onsho…

Core Role Purpose

Support Client Engagement operations by coordinating leads, maintaining CRM accuracy, and assisting Client Partners with pipeline tracking and follow-ups.

Help ensure consistency, organization, and visibility across sales and client engagement activities.

Reduce administrative and operational burden on Client Partners so they can focus on client relationships and revenue growth.

Key Responsibilities

Lead Coordination & Pipeline Support

• Assist in managing incoming leads from various sources (marketing, partners, referrals, events, etc.).
• Support lead assignment, tracking, and status updates within Salesforce and HubSpot.
• Work with Client Partners to:
• Track follow-ups and next steps
• Monitor pipeline movement and aging
• Ensure activities and notes are properly logged
• Help maintain accurate CRM data to support reporting and forecasting.

Sales Operations & Reporting Support

• Assist with preparation of pipeline reports, dashboards, and scorecards.
• Support weekly and monthly pipeline review processes.
• Help identify gaps in follow-up, data quality, or process adherence.
• Provide administrative and analytical support to sales and engagement leadership.

SOW & Renewal Coordination (Support Role)

• Assist with the preparation and tracking of Statements of Work (SOWs).
• Help monitor renewal timelines and flag upcoming renewals.
• Coordinate documentation and approvals with Sales, Finance, Legal, and Delivery teams.

Pre-Sales & Proposal Support

• Support proposal development, pricing inputs, and deal coordination.
• Help gather inputs from internal teams and ensure timely submissions.
• Assist with staffing models and deal documentation.

RFP / RFI / RFQ Support

• Assist in coordinating RFP, RFI, and RFQ responses.
• Track deadlines, inputs, and submission requirements.
• Help ensure responses are complete and submitted on time.

Salesforce Hygiene & Process Support

• Support Salesforce data hygiene by:
• Updating lead and opportunity records
• Logging activities and notes
• Assisting with forecast updates
• Help maintain standard sales and engagement processes.
• Identify process gaps or inefficiencies and escalate opportunities for improvement.

Cross-Functional Coordination

• Act as a coordination point between Client Partners and internal teams including:
• Delivery & Practice Leaders
• Finance, Legal, Talent, and Operations
• Help ensure information flows smoothly across teams during sales and engagement cycles.

Required Qualifications

• 2-5 years of experience in sales operations, client engagement, account coordination, or a related role
• Experience working with CRM tools (Salesforce preferred)
• Strong organizational skills and attention to detail
• Comfortable working with data, tracking tasks, and managing follow-ups
• Strong written and verbal communication skills
• Interest in growing a career in client engagement, sales operations, or consulting
• Background or exposure to IT consulting, technology services, or B2B environments is a plus
• Local to Chicago, IL with ability to work hybrid from the Westmont office

Benefits

• 100% free medical insurance, including dental and vision
• 50% contribution for dependents
• 401K Option
• Paid holidays, Sick leaves, Accrued holidays etc.

We’re in a major growth phase at MyOutDesk, and we’re looking for a driven Inside Sales Representative who knows how to generate opportunities, build relationships, and close consistently.

This is a high-energy, high-reward role for a true sales professional—someone who thrives in a fast-paced environment and wants control over their income and career trajectory.

Top performers are earning $100K+ with uncapped commission. There’s no ceiling—your results directly drive your paycheck.

Who You Are:

You’re a confident, results-driven sales professional who excels at generating new business from the ground up. You proactively prospect, build trust, create value, and close. You know how to cultivate relationships, build momentum, and turn conversations into long-term partnerships.

Our Ideal Candidate Brings:

• 5+ years of experience driving consultative, relationship-based service sales, ideally within industries such as BPO, Professional Services, Insurance, Financial Advising, Real Estate, or Mortgage
• Demonstrated success generating your own leads, building referral networks, and consistently achieving high close rates
• Experience selling via phone and video, with strong proficiency in Salesforce or comparable CRM platforms

What You’ll Own:

You’ll be on the front lines of revenue growth—owning a quota, closing new business, and driving results by matching client needs with tailored solutions through a disciplined, consultative sales process.

Key Responsibilities:

• Proactively prospect, engage, and nurture leads while clearly communicating the value of our services
• Qualify and develop inbound leads into strong sales opportunities
• Build, grow, and retain a robust book of business
• Align company solutions to client requirements to successfully close sales
• Deliver high-quality, professional client interactions that exceed expectations
• Maintain accurate, timely documentation of all sales activity and client communications within the CRM

Education & Experience:

• 5+ years of commission-based sales experience
• College coursework in Business, Marketing, or related fields preferred
• Consistent track record of meeting or exceeding sales quotas

Skills & Competencies

• Persistence and follow-through from first contact through close
• Strong client focus and relationship-building capabilities
• Confident, polished communication skills; sharp listening skills and conversational agility
• Excellent organization, documentation, and time-management skills
• CRM proficiency (Salesforce strongly preferred), comfort navigating web-based tools, and digital applications

What We Offer:

We’re committed to investing in our people and providing an environment where high performers can thrive. Our team benefits from:

• Competitive compensation, including uncapped commission opportunities and 401(k) matching
• Meaningful opportunities for career advancement in a fast-growing organization
• A positive, supportive workplace culture where employees are valued, supported, and encouraged to grow

MyOutDesk is a global staffing and talent solutions company with nearly 20 years of experience helping businesses scale through high-performing remote teams. With operations across the United States, Latin America, and Africa, we deliver world-class talent while prioritizing collaboration, career growth, and work-life balance.

Recognized as a Top 50 Fastest-Growing Company and an Inc. 5000 award winner, MyOutDesk is committed to long-term success for both our clients and our people. Join us and be part of a global team built for impact.

Job Title: Business Development Representative

Location: Bozeman, Montana

Department: Sales

Reports To: Sales Director

Who We Are

Forward Farms™, under our parent brand 4K Cattle Company, is a family-and-employee-owned, fast-growing livestock and soil carbon measurement company. We are proud to bring America’s first carbon-neutral raised beef to market, currently showcased in over 1,000 stores across 10 states. With a consistent annual growth rate of over 30%, we are poised for continued expansion in both consumer-facing and B2B sectors. We are committed to industry-leading innovation and sustainability as we custom-process cattle at our facilities in Idaho and Washington.

Who You Are

You are a high-energy, motivated individual looking to kickstart your career in food, agriculture, or consumer packaged goods (CPG). You are a "hunter" by nature, thriving on the challenge of identifying new opportunities and initiating first contact with potential partners. However, you also possess the mindset of a hyper-organized administrator; you are exceptionally detail-oriented, proactive, and resourceful. You are comfortable working in a fast-paced environment where your organizational precision and persistence directly impact the company’s growth.

Position Summary

The Business Development Representative (BDR) is an entry-level role focused on the top of the sales funnel. Your primary mission is to identify, reach out to, and qualify new leads to build a robust sales pipeline for our Account Executive team. You will be the first point of contact for Forward Farms, representing our carbon-neutral beef products to retail, distributor, and foodservice prospects. This role provides a foundational path toward a career in high-level sales and account management.

Key Responsibilities

·       Lead Generation & Prospecting: Research and identify potential new accounts across retail, foodservice, and B2B channels.

·       Outreach: Execute high-volume outbound outreach through cold calling, personalized emailing, and LinkedIn networking.

·       Qualification: Qualify inbound leads generated by marketing campaigns and trade show events.

·       Sales Support: Deliver compelling introductory pitches that highlight our brand’s sustainability and innovation.

·       Scheduling: Schedule discovery calls and product presentations for the Sales Director and Account Executives.

·       Material Prep: Assist in the preparation of sales materials and proposals for accounts ranging from $500K to $5MM.

·       CRM Management: Maintain meticulous records of all outreach activities (your own and that of the other sales team members) and prospect details in our CRM software.

·       Reporting: Track and report daily/weekly performance metrics against lead generation targets.

·       Collaboration: Work with the marketing team to provide feedback on the quality of lead generation campaigns.

Required Experience and Skills

• Education/Experience: 0–2 years of experience in sales, customer service, or a related field; a passion for food, agriculture, or CPG is preferred.
• Communication: Excellent verbal and written communication skills with the ability to handle objections professionally.
• Soft Skills: Strong interpersonal skills and a persistent, results-driven mindset.
• Organization: Highly organized with strong follow-through and attention to detail.
• Tech Savvy: Proficiency with Microsoft Office Suite and a willingness to learn CRM systems.
• Travel: Ability to travel up to 40% for trade shows, industry events, and lead-generation networking.

Where It Is

This is a hybrid position based in Bozeman, Montana. You will be expected to work 3 days per week in the Bozeman office and 2 days remotely. Occasional regional travel is required for events and team meetings.

What It Pays

·       Base Salary: $50,000–$65,000 depending on qualifications.

·    Profit Sharing

·       Total OTE (On-Target Earnings): $75K+.

Benefits

·       100% company-paid individual health care coverage after 90 days.

·       401K with up to 3% company match after 1 year.

·       $5/day "Green Commute" incentive for using reduced fossil-fuel transportation.

·       $50/month phone allowance and $40/month health/recreation stipend (e.g., gym or ski pass).

·       Participation in the Company Stock Option Plan upon tenure satisfaction.

Woundtech is seeking a highly motivated, experienced and results driven sales professional to join the Woundtech team as a Client Success Representative for our Palm Beach, St. Lucie, Martin markets. In this role, you will play a crucial role in providing exceptional customer service and support to Woundtech’s clients who refer patients to us for in-home, provider driven wound care services. Our referral partners include MSOs/IPAs, PCPs, Hospital Discharge Planners and Case Managers, Skilled Nursing Facilities, Home Health Companies, and Assisted Living Facilities.

As part of our close-knit team, we value strong team-focused players who excel in collaboration, transparency, resiliency, adaptability, tenacity, strong internal motivation, and a positive approach to problem solving.

• Responsible for educating IPA, MSO and other referral sources about Woundtech’s services and value, as well as assisting them on how to make referrals
• Efficiently utilize Salesforce CRM and Geopointe routing before and after each call to maximize your effectiveness and help you more effectively understand which activities lead to results. Document and update client information accurately and in a timely manner in CRM (Salesforce) ensuring data integrity and confidentiality.
• Develop and maintain a deep understanding of Woundtech’s wound care offerings, becoming a subject matter expert
• Utilize effective communication and exceptional sales skills to build strong relationships with clients and ensure their needs are met in a timely and professional manner.
• Collaborate with internal Patient Care Coordination teams to coordinate referrals and ensure the smooth delivery of wound care to clients.
• Develop and maintain relationships with providers connected with MSOs (Managed Service Organizations), IPAs (Independent Practice Associations), and healthcare delivery organizations in the Market such as hospital systems
• Demonstrate a commitment to increasing access to care for wound care patients, advocating for their needs and actively promoting our services.
• Proactively identify opportunities to improve client satisfaction and contribute ideas to enhance the overall customer experience.
• Stay updated on industry trends, regulations, and best practices related to wound care and in-home care delivery
• Be confident, polished, and professional in all interactions, driven to succeed, and able to navigate the complex healthcare landscape in the market.

Requirements-

• Bachelor’s or AA degree preferred
• Strong preference for candidates with sales or provider relations experience within a MSO, IPA, Health Plan or other managed care focused entity
• Will also consider candidates a referral driven healthcare services organization, calling on MSO and IPA clients.
• Demonstrated high drive, energy, and passion for follow up, an uncompromising focus on providing exceptional care and customer service.
• Excellent sales, communication, presentation, and interpersonal skills, with the ability to effectively communicate value-based information to health professionals including physicians and health care business professionals.
• Strong organizational and time management abilities, able to handle multiple tasks and prioritize effectively.
• Recognized as a leader on a team, ability to motivate peers to success with your positive energy and proven approaches—a true team player.
• Demonstrated proficiency in using CRM, computer systems and software applications relevant to the role, including Salesforce.
• Familiarity with providers, MSOs, IPAs, and other healthcare organizations in the Market.
• Commitment to increasing access to care for wound care patients and improving healthcare outcomes.
• Confidence, polish, and professionalism in all interactions.
• Flexibility to adapt to changing priorities and a fast-paced work environment.

Benefits:

• You will participate in a comprehensive incentive program that recognizes the impact of net referrals and starts of care on overall organizational success.
• Unlock tiered performance bonuses for consistently meeting or exceeding targets.
• Benefit from a supportive environment that recognizes and rewards a commitment to continuous improvement in sales and client success.
• Competitive salary and benefits package.
• Opportunities for professional development and advancement.
• Collaborative and supportive work environment.

If you are a driven, results-oriented sales professional with a strong desire to make a difference in the lives of wound care patients and the payers and providers that support them, we encourage you to apply. Your expertise will be highly valued as we strive to provide exceptional care and support to our clients. Join the Woundtech team and be part of our mission to increase access to care for complex wound care patients!

Woundtech provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Title: Field Reimbursement Manager (FRM) – Remote with Territory Travel

Location: Remote – depends on candidate's location

Travel: Up to 80% (4 days/week) via automobile or air

Position Overview

We are seeking a Field Reimbursement Manager (FRM) to support access and reimbursement services for a specialty pharmaceutical product. In this client-facing, remote-based role, you will work directly with physician offices and manufacturer partners to resolve reimbursement challenges and deliver critical education on payer landscapes and available support services. The FRM acts as a trusted advisor and key liaison between healthcare providers, specialty pharmacies, and internal patient support services. This is a high-visibility, fast-paced role that demands a strong understanding of medical reimbursement, Medicare and commercial payers, and buy-and-bill or specialty pharmacy distribution models.

Key Responsibilities

• Field & Virtual Education (35%) - Deliver on-site or virtual training and education to healthcare providers and staff on reimbursement processes, including lunch-and-learns and scheduled presentations. Log all activity in CRM daily.
• Benefit & Access Education (25%) - Educate providers on benefit verification, prior authorization, payer trends, and support center services. Document and report all interactions as required by the client.
• Reimbursement Support (20%) - Assist offices with claims, billing and coding, appeals, medical benefit interpretation, and co-pay or patient assistance programs. Coordinate closely with case managers for resolution.
• Territory Management (10%) - Manage a schedule of outbound calls, appointment setting, and in-office follow-ups. Collaborate with manufacturer field teams to ensure seamless communication and data sharing.
• Program Performance Monitoring (10%) - Track territory metrics in CRM, analyze trends, and contribute to quarterly reporting and customer satisfaction feedback as needed.

Qualifications:

• Bachelor’s degree or equivalent experience
• 8+ years in healthcare reimbursement (Buy & Bill, Specialty Pharmacy)
• Knowledge of Medicare & commercial insurance
• Strong communication, customer service, and organizational skills
• Proficient with PowerPoint, CRM systems, and virtual meeting tools
• Valid driver’s license; must be able to travel up to 80%

Preferred Qualifications:

• Field reimbursement or specialty pharmacy experience
• Account management or pharmaceutical industry experience

Working Conditions:

• Remote/Work-from-Home (must reside within the assigned territory)
• Travel required up to 80% (valid driver’s license and clean MVR required)

Benefit offerings available for our associates include:

• Medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401K plan
• Flexibility to choose the type of coverage that meets individual needs
• Eligibility for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

About

is the premier career networking resource for the Pharmaceutical, Biotechnology, and Medical Device industries. We are looking for a highly organized Sales & Event Operations Coordinator to provide critical administrative support to our sales team and manage the logistical "heavy lifting" for our industry-leading career fairs and events.

The Role

This is a high-impact administrative role designed for a detail-oriented professional who loves organization. You will not be responsible for making sales; instead, you will be the backbone of the department—ensuring that once a sale is made, the client is onboarded perfectly and the event logistics are executed flawlessly.

Key Responsibilities

Event & Logistics Support:

• Vendor Management: Coordinate with venues and vendors for catering & decorating.
• Exhibitor Onboarding: Send "Welcome" kits to registered companies, collect their logos/bios, and ensure they have everything they need for event day.
• Onsite Support: Serve as the "Command Center" during live events—managing check-ins, distributing badges, and assisting exhibitors with booth setup.
• Materials Management: Maintain and organize event supplies, marketing collateral, and shipping logistics for regional shows.

Sales & Administrative Operations:

• Contract Administration: Prepare and send out sales agreements and invoices following client commitments.
• CRM Maintenance: Keep our client database (CRM) up to date, ensuring all contact information and deal statuses are accurate.
• Reporting: Generate weekly reports for management on event registration numbers and sales pipeline progress.
• Lead Management: Organically route incoming inquiries to the sales team and manage the general info@ email account.

Qualifications

• Organization: You have a "black belt" in multitasking and never let a deadline slip through the cracks.
• Experience: 2+ years in an administrative, office management, or coordinator role.
• Communication: Professional and polished; you will be interacting with HR leaders from some of the world’s largest pharma companies.
• Software Skills: Proficiency in Microsoft Office (Excel is a must), CRM platforms, and ideally some familiarity with event software like Eventbrite or Cvent.
• Location: Must be able to work onsite daily at our Piscataway, NJ office.

Why ?

• Stable, Fast-Paced Environment: A professional office setting within the heart of the New Jersey life sciences corridor.
• Impact: You’ll see the direct results of your work as thousands of professionals find jobs through the events you help build.
• Team Focus: You are the essential partner to our sales and leadership teams.

$40K Salary

Executive Assistant to CEO & COO (Naperville, In-Person)

Full-Time | Monday–Friday

SNT Biotech is a growing healthcare technology and diagnostics company focused on preventive screening solutions that help health plans and healthcare organizations close gaps in care.

We are seeking a highly polished, proactive, and exceptionally organized Executive Assistant to support our CEO and COO in our Naperville office.

This role is ideal for someone who has experience supporting senior executives in a fast-paced environment and who takes pride in keeping priorities organized, communications moving, and important follow-ups from falling through the cracks.

This is not a purely administrative role. In addition to executive support, this person will help coordinate business follow-up, organize leads and communications, and bring structure to a busy and growing organization.

This is an in-person role. Candidates must be able to commute to Naperville, Illinois Monday through Friday.

Key Responsibilities

Executive Support

• Manage complex calendars for the CEO and COO

• Coordinate internal and external meetings across multiple priorities

• Monitor high-volume inboxes and flag priority items

• Prepare daily and weekly priority lists to support executive focus

• Coordinate travel arrangements and meeting logistics

Communication and Follow-Up

• Draft polished professional emails and meeting follow-ups

• Track action items and ensure next steps are completed

• Maintain organized notes and summaries from meetings

• Support preparation of presentations and key documents

Business and Client Coordination

• Organize conference leads and follow-up activity

• Coordinate outreach and meeting scheduling with prospective clients

• Maintain CRM updates (Salesforce or similar systems)

• Assist with proposal preparation and follow-up materials

• Help leadership stay organized around active opportunities and conversations

Administrative Organization

• Maintain organized digital files and trackers

• Help create structure around recurring administrative and business tasks

• Support day-to-day coordination that keeps leadership operating efficiently

Qualifications

• 5+ years of experience supporting senior executives (CEO, COO, founder, or other C-suite leaders)

• Excellent written and verbal communication skills

• Strong organizational skills and attention to detail

• Ability to manage multiple priorities in a fast-moving environment

• High level of professionalism and discretion

• Comfortable using Google Workspace, Microsoft Office, LinkedIn, and CRM systems such as Salesforce

• Confident interacting with clients, partners, and senior stakeholders

• Must be able to work on-site in Naperville Monday through Friday

Preferred Experience

• Experience supporting executives in a founder-led or growing company

• Experience helping organize client follow-up or sales coordination

• Familiarity with CRM systems and conference lead follow-up

• Experience working in healthcare, diagnostics, or other fast-paced industries

Compensation and Benefits

Salary range: $65,000 – $80,000 depending on experience

Benefits include

• Health insurance

• 401(k)

• Paid time off

Why This Role Matters

This role plays an important part in helping leadership stay organized, responsive, and focused as the company continues to grow. The right person will become a trusted partner in keeping communication, priorities, and follow-ups moving across the business.

How to Apply

Please submit your resume along with a short paragraph explaining why you would be a strong fit for this role. Candidates must be able to work on-site in Naperville, Illinois.

Associate Director of Member Engagement & Enablement

Associate Director of Member Engagement Enablement

1) deeply understand our members

2) set our member engagement and experience strategy, including the measures of performance that drive value, both enterprise-wide and for key strategic initiatives

3) provide the support, guidance and insights to help the business achieve those levels of performance;

4) partner with enterprise technology to build and manage the next generation of member engagement capabilities and infrastructure; and

5) operationalize our member engagement programs by coordinating across clinical, service, analytics, marketing, enterprise technology to deliver seamless member engagement interventions that produce measurable impacts and resonate in the market.

Reporting to the Vice President of Member Engagement, Experience, and Advocacy, the Director of Member Engagement Enablement is responsible for supporting the team’s charter by delivering on the 4th pillar. This person will partner deeply with enterprise technology to help scope, design and build the next generation of our consumer engagement infrastructure, leveraging the insights and needs of the entire MEEA team – especially member engagement programs and consumer research and performance measurement – as well as those of the broader organization to helps us advance our core member engagement-driven strategic imperatives, which includes member navigation.

Key responsibilities include:

• Lead the consumer experience and engagement ‘enablement’ strategic portfolio project work project:
• Be the day-to-day business lead for the staged build of our core member engagement operational data platform
• E.g. ensure the phasing aligns with our strategic business needs and use cases, aware of interdependencies with other projects, vendors and partners in their own phases of development
• E.g. ensure all business use cases and needs across the organization are understood, represented and included for prioritization and then explaining the business rationale behind prioritization decisions to all stakeholders
• Be the day-to-day business lead for our email/SMS
• Design and advance future consumer engagement enablement strategic projects
• In support of our current and developing member engagement programs, and in partnership with the Associate Director of Member Engagement Programs, lead the work to ensure seamless data flow and integration across various engagement platforms including but not limited to CRM, omni-channel communication orchestration engines, and analytics platforms.
• Evaluate and consider emerging tools such as (AI, personalization engines, CRM/CMS innovations) for relevance and scalability
• For example, partner with the Associate Director of Member Engagement Programs and colleagues in Performance Measurement and Improvement (PMI) and Health and Medical Management to evaluate new machine learning and CenAI algorithms/tools that identify key points on members’ clinical journeys, the most impactful opportunities for navigation/guidance/intervention and how to prioritize across multiple clinical pathways when a member has multiple conditions, as well as factoring in other key interactions with BCBSMA to maximize relevance, strengthen our relationship with the member and increase the impact of engagement.
• Champion and prioritize AI, automation and self-service functions across all relevant domains and purviews above.

Qualifications:

• Bachelor’s degree required
• Minimum 10 years of experience in health-related technology roles, with a strong preference for health plan experience and the deep understanding of health plan core technologies, data structures, formats and uses (for BCBSMA this means working knowledge and/or use of: DAL/CAR, RTMS, EDI, EAH, MSST and Data warehouse
• Preferred areas of specialization include (but not limited to): consumer experience and/or digital and marketing technologies; health plan analytics and performance measurement (actuarial, consumer experience, provider performance)
• Deep understanding of the marketing, service and CX technology landscape, including CRM, and email/SMS tools, and customer data technologies.
• Familiarity with agile methodologies and experience embedding agile practices in business teams
• Experience with corporate strategy and portfolio processes
• Strong technical expertise and acumen, with a demonstrated ability to deliver business value through technology
• Proven track record of delivering business-focused results through cross-functional partnerships across a matrixed organization
• Ability to generate trust, influence, and build alliances with dependent stakeholders and business partners.
• Excellent leadership and staff management skills
• Experience communicating and visualizing complex and abstract concepts as well as story-tell to all levels/knowledge-levels in a way that resonates.