Hueman Private Investment Talent Solutions

Custom Learning Designs has partnered with Hueman to find a Sales Operation Coordinator for their Sales Team.

Must work in EST time Zone.

As a Sales Operation Coordinator, you'll contribute to the success of CLD’s client portfolio and new business growth by supporting proposal development and pricing for large launch initiatives, maintenance contracts, and RFP submissions. Working in partnership with Sales, Writing, Project Management, and Operations, this person helps ensure timely, accurate, and well-coordinated responses to both existing client and new business opportunities. This is an excellent opportunity to be in a highly visible and revenue-impacting (Director of Marketing & CEO facing) role with opportunities for growth.

The Sales Operations Coordinator will also interact with and learn from our equally talented professionals in Instructional Design, Graphic Design, and Tech Teams.

 
Custom Learning Designs (CLD) is a leading provider of custom training solutions for pharmaceutical and life sciences companies. At CLD, we support our customers in developing customized training for their commercial sales teams, medical teams (MSLs), patients, and physicians.

Job Duties

•   Partners with Sales and cross-functional teams to develop and deliver pricing packages, proposals, and Statements of Work (SOWs) for new business, renewals, and project-based engagements.
• ·       Coordinates with writing, project management, and resource planning teams to gather inputs, assemble the right expertise, and maintain project schedules (via the ops tracker/CRM) for proposal and presentation development.
• ·       Supports proposal development by coordinating team meetings, managing timelines, monitoring and sharing progress towards milestones/due dates, and participating in strategy meetings to align goals, scope and deliverables.
• ·       Track and organize proposal activity, ensuring consistency, compliance, and accuracy in all client-facing materials.
• Conducts initial review of RFPs/RFIs and partners with sales to create a project plan for proposal development and submission.
• Obtains and develops supporting materials and documentation required by RFP/RFI/Statement of Work.
• Maintain RFP (Requests for Proposal) and presentation content library by compiling applicable internal assets and creatively sourcing others
• Ensure all proposals are appropriately designed, formatted, proofed, and edited prior to delivery to the client or prospect
• Actively participate in lead generation, marketing campaigns, and help to maintain the related databases (I.e., CRM and client) critical to these efforts.
• Participate in professional learning opportunities to develop knowledge, skills, and abilities.
• Confidently propose new and more efficient processes for completing the above requirements

Skill/Knowledge Requirements

• Mastery of business tools; ability to quickly adapt to new tools or software [high-level proficiency with Microsoft Word, PowerPoint, and Excel; proficiency with or ability to quickly new platforms.
• Microsoft Word - ability to format documents with styles, insert images and tables, and update templates
• Microsoft Excel - ability to use formulas/functions: sum, subtract, multiply, and apply discounts and cell formatting
• Microsoft PowerPoint - must be able to design and edit slides, modify colors and backgrounds, insert media and images as well as alter slide animations and timing

• Ability to synthesize RFPs, plan and organize workplans/timelines, problem solve, think creatively, and apply new technologies
• Proven ability to work in project teams
• Must be highly organized and prioritize tasks efficiently
• Ability to achieve results, sometimes under tight deadlines
• Flexibility to work on a single project for an extended period, or many projects for short periods of time 
• Strong attention detail (proofreading, grammar, consistency)
• Past CRM experience a plus (I.e., HubSpot or equivalents)
• Experience writing or copy-editing a plus

At Custom Learning Designs, you'll work with top pharma companies, contribute to impactful training solutions, and grow in a collaborative and innovative environment. Apply now to be part of a mission-driven team shaping the future of pharma training.

Hueman is proud to partner with Custom Learning Designs as the exclusive recruitment partner for this role. If you are interested in learning more about a career with CLD as a Sales Operations Coordinator, apply today!