Job Description
Job Description
GENERAL JOB INFORMATION
JOB TITLE : Service Sales Coordinator
DEPARTMENT / DIVISION : Hospital Division
IMMEDIATE SUPERVISOR : Hospital Division Manager
CLASSIFICATION : Non-Exempt
JOB NATURE : Coordinate service contract management for the Division's clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Attend to daily client communications, such as phone calls, text messages, and emails requesting service contracts.
- Create and maintain an updated list of hospitals and clinics in Puerto Rico.
- Establish and maintain communication with clients as necessary to obtain the required data to issue quotes for service contracts.
- Provide structured follow-up for the preparation of service quotes, including but not limited to : a. Outline the plan with specific steps and flowchart for orderly follow-up under the guidance of the Division Manager. b. Record all interactions, progress, and results in the Salesforce system. c. Regularly review client responses after sending quotes to ensure no pending responses and collaborate to achieve objectives. d. Maintain constant and clear communication with clients and the team to update on the status of quotes and contracts.
- Monitor reports of installations, maintenance, and repairs outside contracts to identify service contract opportunities.
- Monitor performance indicators to identify areas for improvement and adjust strategies as necessary. This includes, but is not limited to, monitoring how many quotes are submitted versus how many result in contracts.
- Enter identified service opportunities, sales leads, follow-up calls, and their results into the Salesforce system.
- Share identified sales leads with Sales professionals from the Division or from the Diagnostic Sales and Specialized Sales departments, as appropriate.
- Administer the client satisfaction survey regarding the Division's services. Additionally, tabulate results and issue associated reports as established.
- Perform administrative tasks in support of the Division team. These include but are not limited to : generating and answering phone calls, taking and referring messages, making copies, digitizing and filing documents, distributing and handling correspondence, conducting internet and / or supplier information searches, among others.
- Invoice services for patient care equipment work, send them to clients via email or physical document as appropriate, and keep the Credit and Accounts Receivable unit of the Finance department informed.
- Ensure that interactions with clients are professional, friendly, and helpful at all times.
- Consistently comply with the quality, time, response, and execution parameters established in the Division.
- Actively contribute to maintaining the company's mission and achieving its vision; exemplify the efficiency culture philosophy, Bionuclear values, and principles of high-quality internal and external customer service through performance and conduct.
INCIDENTAL DUTIES AND RESPONSIBILITIES
Perform the tasks of the Service Coordinator in their absence or support, as required. These include but are not limited to : a. Coordinate installation, maintenance, and / or repair services for patient care equipment, considering aspects such as contracts, distances, training, and technical availability. b. Communicate with clients as necessary after service requests to obtain complete information about the equipment problem and / or to obtain the required data to issue quotes for service contracts. c. Enter service call information into Salesforce to assign the case to the available Service Technician. d. Coordinate preventive maintenance (PM) with clients and schedule in Salesforce. e. Prepare parts orders and send them to the Purchasing department group in Outlook for processing. f. Coordinate the availability of Service Technicians and dates with the relevant employee from the Project Management department for new installations. g. Coordinate the pickup, movement, or relocation of equipment. h. Prepare parts orders as requested by Service Technicians using the "Parts Requisition" form.Cover the main reception to support the Administration department during the Receptionist's meal period or as needed.Coordinate and / or attend meetings, training activities, professional development, conventions, and training sessions as required.Seek continuous improvement in daily tasks and delegated projects in accordance with the principles of the "Lean" work model.Other tasks as necessary.ACADEMIC PREPARATION
High school graduate and two years of university or a technical course.
PROFESSIONAL EXPERIENCE
Minimum of one year of experience in customer service.
JOB COMPETENCIES KNOWLEDGE, SKILLS, ABILITIES, AND APTITUDES REQUIRED FOR THE POSITION :
Extensive proficiency in :
Microsoft Windows applications : Word, Excel, PowerPoint, OutlookExcellent verbal and written communication skills in English and SpanishAbility to relate to people at all hierarchical levelsAbility to identify and set prioritiesAbility to detect errors or omissionsAbility to perform effective and precise coordination, ensuring timely synchronization in dynamic and challenging environments, considering and integrating various elements and factorsExcellent customer service skills and professional projectionAbility to work in a teamAbility to work under pressureAvailability to work irregular hours and overtimeAbility to handle multiple tasks simultaneously and achieve expected resultsAbility to complete tasks and goals with minimal supervisionGood emotional management and excellent interpersonal relationshipsDISCLAIMER CLAUSE
The information contained herein summarizes the general nature of the competencies and the degree of complexity of the functions established for the personnel performing this position. Its content should not be interpreted as an exhaustive inventory of all the functions, tasks, and responsibilities of the position. Other tasks may be added or existing ones may be modified as stipulated by the company.
We are an Equal Employment Opportunity Employer and take Affirmative Action to recruit Protected Veterans and Individuals with Disabilities.”
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status."
EEO / Affirmative Action for Veterans / Workers with Disabilities.