Health Evolution

Account Manager

• Reporting to the department SVP, the Coordinator will be the backbone of the Payer, Provider, Life Sciences team.
• The Specialist will support sales by marketing/keeping salesforce up to date/pulling reports/proposing ideas to generate sales business
• Create Fellowship invitations/keep executives’ calendars organized to optimize revenue generation/keep BOX notes accurate and up-to-date.
• Supports and works effectively with all team members within the Fellowship Partnership team to achieve/exceed revenue goals
• Owns an effective process that provides weekly updates for the sales team to accurately track progress against sales goals
• Prepares for weekly Pipeline meetings with data that allows sales leaders to effectively prioritize their time and focus
• Creates and maintains effective and accurate Salesforce dashboards and reports
• Makes sure Salesforce records are consistently up to date and accurate
• Assist the VP in supporting the team to achieve goals
• Manage pipelines in Salesforce to accurately record progress; track against agreed upon goals, and forecast effectively
• Develop strong prospect and target lists within salesforce across multiple products – Forum, events, media programs, etc.
• Ensure that all sales activity is tracked effectively within Salesforce and within Box
• Create and maintain Salesforce dashboards and reports, as it relates to sales against goals and effective forecasting. Report weekly
• Manage Fellowship invitation and contract process – develop proposals and contracts as needed, working in conjunction with accounting on invoicing and tracking unpaid invoices
• Maintain organization of business development and Fellowship related materials and information
• Maintain client database in Salesforce so that sponsor records and contacts are continually up to date
• Collaborate with the team to develop an effective go-to-market sales strategy for each product/event
• In collaboration with the team, research and identify new sponsor prospects that make sense for Health Evolution
• Assist with call scheduling for VP as needed
• Attend and take notes on Business Development calls. Link box notes to salesforce effectively.
• As needed, create Fellowship communications for both prospects and current sponsors across all lines of business
• Manage process to service incoming leads and potential sponsors effectively
• Help maintain a strong, fun, inclusive office culture including celebrations and team outings
• Help the team to prepare for in person events and be available to help onsite at these events as needed

Coordinator, Strategic Partnerships