Expense Advisor

Buyers Edge Platform

Expense Advisor guiding healthcare organizations through consultative cost-saving sales. Building executive relationships, presenting financial analyses, and expanding Prime Source’s expense-management solutions.

Posted 8/7/2026full-timeMontvale • New Jersey • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative B2B sales within the healthcare sector, focusing on expense management and procurement. Proven ability to build relationships with executive decision-makers and deliver customized solutions that drive cost savings and customer satisfaction.

Highest-signal resume keywords

B2B Sales ExperienceHealthcare Procurement KnowledgeSalesforce ProficiencyFinancial Analysis CommunicationPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Expense ManagementCost-Saving AnalysisNegotiation SkillsOrganizational SkillsTime ManagementAnalytical ThinkingCustomer Relationship ManagementROI PresentationContract KnowledgePipeline Management

Soft Skills

Communication SkillsRelationship BuildingCustomer Satisfaction FocusTeam CollaborationExecutive Presentation

Tools & Technologies

Microsoft OfficeSalesforceCRM Systems

Industry Keywords

HealthcareSenior LivingGPOsProcurementSupply ChainPost-Acute CareFinancial SavingsVendor ProgramsTrade ShowsNetworking Events

About the role

Key responsibilities & impact

Conduct discovery meetings with prospective customers to identify operational challenges and expense reduction opportunities
Lead customer presentations, including cost-saving analyses and strategic recommendations
Guide prospects through the sales process from initial engagement through contract execution
Develop customized solutions based on customer goals and organizational needs
Manage an active sales pipeline and accurately forecast opportunities
Serve as the primary point of contact for assigned customer accounts
Build relationships with executive leadership, purchasing professionals, finance teams, and operational stakeholders
Conduct regular business reviews to demonstrate realized savings and identify additional opportunities
Identify cross-selling and upselling opportunities across Prime Source’s expense management solutions
Maintain customer satisfaction and retention
Represent Prime Source at trade shows, conferences, and networking events
Travel to customer locations for meetings, presentations, and business reviews
Stay informed on healthcare purchasing trends, vendor programs, and industry best practices
Collaborate with Expense Associates and Sales Support
Communicate customer priorities and timelines to internal teams
Maintain documentation and pipeline activity in Salesforce

Requirements

What you’ll need

3–5 years of experience in healthcare, senior living, GPOs, procurement or supply chain, expense management, or consultative B2B sales
Proven ability to build relationships with executive-level decision makers
Excellent presentation and communication skills
Strong negotiation and closing abilities
Ability to understand financial analyses and communicate business value
Strong organizational and time management skills
Proficiency with Microsoft Office and CRM systems; Salesforce preferred
Experience with post-acute care providers, senior living operators, hospitals, or healthcare vendors preferred
Experience presenting ROI or financial savings analyses preferred
Knowledge of purchasing contracts or healthcare procurement preferred
Comfortable presenting to executives and leadership teams
Strong business acumen and analytical thinking
Ability to manage multiple customer opportunities simultaneously
Must be able to work without employer-sponsored work authorization

Benefits

Comp & perks

Equal opportunity employer
Diverse and inclusive work environment
Travel to regional and national trade shows, conferences, networking events, and customer locations