Sales Operations Associate

Job Details

Job Type

Full-time

REMOTE WORKER Sales Operations

Description

IMS Consulting & Expert Services delivers award-winning consultative trial and expert services for the most influential global firms through every stage of litigation. Combining the perspectives and proprietary methods developed over 30 years and more than 2,000 trials, IMS provides attorneys with the essential services they need to win: integrated strategy, expert witness placement, jury consulting, trial graphics, and trial presentation. With strategic locations in major U.S. markets, the IMS team is primed to support in-person and remote litigation needs from coast-to-coast. More at expertservices.com.

The Sales Operations Associate position provides support to the Sales and Revenue Team at IMS, serves as a primary point of contact for all in-bound calls and ContactUs communication, as well as conducts research on legal litigation to report to Sales Operations leadership and management. This position also collaborates with consulting services to create and oversee project related opportunities and cases.

Location (Where will you be working?)

This position is 100% remote that supports east to west coast time zones.
Remote position is for the following states: AL, CT, DC, FL, GA, ID, IL, KS, LA, MD, MN, MS,

MO, NV, NJ, NM, NC, OH, PA, TN, TX, SC, UT, VA,

ESSENTIAL DUTIES:

Enters client information into a proprietary database
Assists with identifying targets for upcoming conference events
Resolves data integrity and duplication issues
Collaborates with SalesOps Leadership and Marketing on email campaigns
Conducts research utilizing various legal industry tools to update industry, firm, and attorney data
Performs conflict checks (searching various databases to determine if a new case overlaps with any existing cases we have worked on) without assistance for all consulting services related opportunities
Enters projects, matters, and opportunities for consulting services
Serves as a back up to the SalesOps Specialists on conducting conflict checks and matters for expert witness service related opportunities
Tracks all CS Unassigned Opportunities to provide case timeline updates
Serves as primary contact for all in-bounds
Performs outreach campaigns via multiple platforms
Audits the integrity of company data to assure quality in our CRM/ATS and updates as needed
Supports Director of Sales Operations as needed on strategic business development initiatives

KEY RESPONSIBILITIES:

Monitors legal news of targeted firms and VIP attorneys to provide actionable intel to various stakeholders
Distributes various weekly and monthly reports to key IMS stakeholders
Supports CMs in market by collaborating with CSA’s to send client gifts in a timely manner
Constantly monitors IMS ATS to update attorney statuses as needed
Audits contact and company records in database system
Serves as the primary point of contact within the Inbound team with answering incoming calls and vetting inbound opportunities
Case research and reporting as needed
Assists marketing with email blast campaigns and targeted attorney/expert lists as needed
Retrieves documents from WestLaw and Monitor Suite for distribution to Client Managers and Project Coordinators as needed
May be pulled into other SalesOps Team initiatives as needed

Requirements

SKILLS AND EXPERIENCE REQUIRED:

Able to learn and use technology to complete tasks
The ideal candidate displays a positive, outgoing approach to service for internal and external clients
Handles multiple projects simultaneously, with little direction, and with high sense of urgency
Works well when faced with critical deadlines, works efficiently under pressure, and produces high volume of accurate work
Proven ability to work independently and as a team member
Displays excellent interpersonal, communication, organizational and analytical skills
Demonstrates sound judgment and tact
Exercises critical thinking and problem-solving skills

EDUCATION & TECHNICAL REQUIREMENTS:

Minimum of one (1) to three (3) years of business experience required
Minimum 2 years of college required
Bachelor’s Degree preferred
High proficiency with MS Office 2017– specifically Word, Excel, PowerPoint and Outlook
Familiarity with smartsheets is a plus
Familiarity with ATS/CRM tool a plus
Intermediate experience conducting searches via the internet required
Data entry experience required
Effective and efficient use of Quick Keys preferred

Screener Questions: General IMS question

Are you authorized to work in the US? (required) (auto reject if incorrect)

Yes Correct

Will you agree to submit to background check as terms for employment? (required) (auto reject if incorrect)

Yes Correct

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Relocation assistance
Retirement plan
Tuition reimbursement
Vision insurance

Schedule:

8 hour shift

Experience:

Microsoft Excel: 3 years (Preferred)

Work Location: Remote

IMS Consulting & Expert Services

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Sales Operations Associate