Sales Administrator

Advanced Medical Strategies; Lynnfield (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

Advanced Medical Strategies is seeking a Sales Administrator in Lynnfield, MA to drive the sales process with precision. You will manage CRM integrity, produce pipeline reports, and coordinate proposals and contracts to support revenue growth.

The ideal candidate has 5+ years in sales operations in healthcare or B2B services, plus strong Excel/PowerPoint skills and the ability to work independently with executive stakeholders.

Qualifications

• 5+ years in a sales operations or sales administration role, preferably in healthcare or B2B services.
• Demonstrated CRM proficiency and ability to build reports and dashboards.
• Strong command of Microsoft Office 365, especially Excel and PowerPoint.

Responsibilities

• Maintain CRM data integrity (Zoho) with accurate pipeline stages, activity logs, and opportunities.
• Generate and distribute weekly sales performance reports, pipeline analyses, and forecasting summaries.
• Coordinate proposals, RFP responses, and client presentations in line with AMS branding.

Skills

Sales operations experience

CRM proficiency

MS Office (Excel, PowerPoint)

Attention to detail

Enterprise sales support

Healthcare terminology familiarity

Independent, proactive work

Executive communication

Regulatory awareness (HITRUST/HIPAA)

Education

Bachelor's degree in business/healthcare

Tools

Zoho CRM

Reports and dashboards

Excel

PowerPoint

Job description

About Advanced Medical Strategies

AMS is the premiere provider of payment integrity, risk management, and business intelligence solutions that drive smarter, faster, more cost-effective care.

Payment Integrity

Explore cutting-edge solutions that empower your team to automate payment integrity processes, avoid or recover overpayments, and reduce outsourcing costs.

Risk Management

Enhance critical coverage decisions with analytical tools that support >90% of all stop-loss and reinsurance premiums written annually.

Business Intelligence

Strengthen your contracts and policies with powerful predictive analytics, advanced reporting tools, and consultative support.

Position Overview:

The Sales Administrator plays a critical operational role in enabling AMS's commercial growth. This individual will pioneer the infrastructure of our sales process — from CRM integrity and pipeline reporting to proposal coordination and contract administration — ensuring that our sales team operates with precision and efficiency. The right candidate brings deep experience in B2B sales operations, exceptional organizational rigor, and the ability to work fluently within a specialized healthcare environment.

At AMS, the Sales Administrator isn't a support function — it's an operational force multiplier. You will work directly with senior sales leadership and have visibility into enterprise-level deals with health plans, TPAs, and employer groups. Your precision and process ownership directly impacts revenue outcomes.

Duties and Responsibilities:

• Maintain CRM data integrity (Zoho), ensuring accurate pipeline stage tracking, activity logging, and opportunity management across the sales team
• Generate and distribute weekly sales performance reports, pipeline analyses, and forecasting summaries for leadership review
• Coordinate the preparation of proposals, RFP responses, and client-facing presentations in alignment with AMS brand and messaging standards.
• Partner with Finance and Legal on executing and tracking sales contracts.
• Ensure all sales materials are current, version-controlled, and accessible to the team.
• Serve as the operational liaison between Sales, Finance, and Client Success to ensure seamless handoffs and deal execution.
• Identify and implement process improvements that reduce administrative friction and accelerate deal velocity.

Skills:

• 5+ years of experience in a sales operations or sales administration role, preferably in healthcare, SaaS, or B2B services
• Demonstrated proficiency in CRM platforms (Zoho preferred); experience building reports and dashboards
• Strong command of Microsoft Office/365, particularly Excel and PowerPoint
• Exceptional attention to detail and ability to manage multiple concurrent priorities in a deadline-driven environment
• Experience supporting enterprise sales cycles with complex, multi-stakeholder deal structures
• Familiarity with healthcare industry terminology, payer operations, or managed care is a meaningful advantage
• Proven ability to work independently and proactively with minimal direction
• Professional written and verbal communication skills aligned with executive-level audience standards
• Familiarity with information security regulations, data protection laws, and auditing frameworks such as HITRUST and HIPAA a plus

Education, Experience, and Licensing - Preferred:

Education:

Bachelor’s degree in business, marketing, or healthcare-related field preferred.

Experience:

At least 2-3 years’ experience in sales or business development is preferred. Previous insurance or healthcare experience is a huge plus, particularly in the health plan, hospital, self-funded insurance, or payment integrity markets.

Suggested Pay Range

• $80,000 - $100,000 commensurate with experience and education

The above statements are intended to describe the general nature and level of work being performed and are not intended as an exhaustive list of all responsibilities, duties, and skills required of the position. Nothing in this document is intended to exclude the opportunity for modifications or adjustment to the job or the manner of performing it consistent with the requirement to provide reasonable accommodations pursuant to the Americans with Disability Act.