Atria is powering a movement to improve quality of life today and prolong healthy life in the future by taking the latest science and translating it into medicine in real time.
Composed of the Atria Institute, a clinical practice delivering rigorous and personalized preventive care; the Health Collaborative, a nonprofit that invests in proven interventions and disseminates critical health information at no cost; and our Academy of Science & Medicine, which brings together experts from institutions around the world to freely share best-in-class knowledge with doctors and the public.
Atria is on a mission to create a new paradigm in medicine, shifting from reactive sick care to proactive and preventive health care. We believe we can learn what works, share that information without limits, and empower countless people locally, nationally, and globally to live longer, healthier lives.
At Atria, we are recruiting for a Sales Operations Analyst. This is an exciting opportunity to work with our team to manage membership records in our CRM and support projects for our Membership Team. We are seeking great talented people to join our team! If you are exceptional at what you do and would love the opportunity to make a massive positive impact with a well-capitalized start-up that aims to change the world, we would love to explore this opportunity with you. Salary depends on experience: $70,000 - $90,000/year.
Specficially, you will:
- Manage membership account records:
- Prepare enrollment documentation and instructions (via email or DocuSign)
- Collect, scan, catalog, and upload membership documents to maintain archive
- Prepare individual invoices and receipts and archive financial records
- Provide troubleshooting assistance for documents, payments, and other issues
- Enter information into the customer relationship management (CRM) system and reconcile daily contact info and sales activity
- Support ongoing development of CRM and evaluation of business requirements
- Collaborate on design of CRM user guides and support materials
- Develop mastery of Monday CRM thru continuous learning
- Produce and maintain membership reports to monitor pipeline, sales performance and forecast
Other Responsibilities:
- Track membership leads and inquiries and triage to sales team
- Collaborate on design of marketing and sales support materials
- Handle ad hoc administrative duties to support Membership activities and goals
Requirements
Qualifications/Relevant Experience:
- Bachelor's degree in business, marketing, or another related field
- Minimum of 3 years of experience in sales, customer service, marketing, or business analysis
- Analytical problem-solving skills
- Superior verbal and written communication skills
- Accountable with exceptional attention to detail
- Versatile, flexible, and self-motivated
- Commitment to privacy, information security, and discretion
- Proficiency with CRM
- 100% on site in NYC
Bonus Skills:
- Monday CRM experience
- Proficiency in DocuSign
- Prior healthcare or nonprofit experience
Atria requires all employees conducting in person work at its NYC offices to be fully vaccinated against COVID-19 and submit proof of vaccination before their start date. If you are unable to be vaccinated for medical or protected religious reasons, you can seek a reasonable accommodation.
Atria is proud to be an equal opportunity employer. We do not discriminate against any employee or applicant on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Atria believes that diversity and inclusion among our team is critical to our success, and we seek to recruit, encourage, and retain the most talented people from a diverse candidate pool.
Benefits
At Atria, we are proud to offer every member of the Atria team:
- Excellent health and wellness benefits, paid by Atria
- Time to give back and make an impact in underserved communities
- Clinic Family Days that are scheduled throughout the year so your family may share the wealth of our clinician expertise and state-of-the-art technology services