Related skills
crm salesforce google sheets onboarding excel๐ Description
- Support Regional Sales Managers with data entry, account setup, and task coordination.
- Assist with preparation and organization of onboarding materials.
- Track and manage task lists for key accounts and large-scale rollouts.
- Create and maintain customer and referring provider accounts in internal systems.
- Ensure data accuracy and consistency across platforms.
- Coordinate with Sales, Client Success, and Operations to ensure timely setup.
๐ฏ Requirements
- Experience with CRM systems (e.g., Salesforce).
- Prior internship or experience in operations, analytics, or sales support.
- Strong attention to detail and ability to manage repetitive tasks with high accuracy.
- Highly organized with strong time management skills.
- Proficiency in Excel or Google Sheets.
- Strong communication skills and ability to work cross-functionally.
๐ Benefits
- Mostly remote with occasional on-site engagements.
- Some roles may require travel.
- Access to Cleerly offices in Denver, NYC, Dallas, and Lisbon for on-site work.
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Sales Jobs. Just set your
preferences and Job Copilot will do the rest โ finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!