Sales and Account Operations Assistant

Essen Health Care; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Essen Health Care, a large multispecialty medical group in New York, seeks a highly organized Sales and Account Operations Assistant to support sales, account management, and operational workflows across the Growth organization. This role ensures pipeline reporting, contracts, commissions, documentation, and client-facing materials are accurate, timely, and well managed.

The ideal candidate has 5+ years in sales operations or related roles, is comfortable coordinating with multiple stakeholders,

Qualifications

• Bachelor's degree preferred (or equivalent experience).
• 5+ years of experience in sales operations, account administration, executive assistance, or related roles.
• Experience supporting sales teams and managing sales/account processes end-to-end.
• Proficiency with Salesforce.com, Office suite, and DocuSign.

Responsibilities

• Support sales and account management processes from lead through contract execution.
• Support contracting workflows, including preparation, review coordination, execution, and filing.
• Track sales documentation and maintain accurate, up-to-date records.
• Assist with processing and tracking commissions and related reporting.
• Maintain and update Salesforce.com records and pipeline reporting, ensuring data accuracy.

Skills

Sales operations

Account administration

Executive support

Multitasking

Education

Bachelor's degree preferred

Tools

Salesforce.com

DocuSign

Microsoft Office

Contract workflows

Job description

Overview

Company Overview: Essen Health Care is the largest privately held, multispecialty medical group in New York, providing high-quality, compassionate care to some of the state's most vulnerable and underserved residents.

Founded in 1999, we've grown from a single primary care office into a network of 50+ locations offering urgent care, primary care and specialty services, from women's health to endocrinology and psychiatry. We also provide nursing home support, care management, and in-home care through our Essen House Calls program. Guided by a Population Health model, our team of 500+ providers deliver care in-person, at home, or via telehealth, ensuring patients get the support they need when and where they need it.

We're looking for talented, motivated individuals to join our growing team. Whether you're a medical provider, administrator, or operations professional, there's a career here for you. Join us in making a real difference in the health of our community.

Job Summary

Position title: Sales and Account Operations Assistant

Reports to: Chief Strategy Officer (CSO), Intention Healthcare

Location: Seabury Avenue, Bronx NY

Employment type: Full-Time

Schedule: Monday-Friday, 9:00 AM-5:00 PM (additional hours as needed)

Job Summary: Intention Healthcare, part of the Essen Health Care network, is seeking a highly organized and detail-oriented Sales and Account Operations Assistant to support sales, account management, and operational workflows across the Growth organization. This role serves as a critical operational backbone for the Growth function, ensuring pipeline reporting, contracts, commissions, documentation, and client-facing materials are accurate, timely, and well managed.

The ideal candidate is comfortable operating in a fast-paced environment, supporting multiple stakeholders simultaneously, and driving tasks to completion with minimal oversight. This role combines sales operations, account administration, executive support, and light marketing coordination.

Responsibilities

Sales & Account Operations

• Support sales and account management processes from lead through contract execution
• Support contracting workflows, including preparation, review coordination, execution, and filing
• Track sales documentation and maintain accurate, up-to-date records
• Assist with processing and tracking commissions and related reporting
• Maintain and update Salesforce.com records and pipeline reporting, ensuring data accuracy and completeness

Documentation & Process Management

• Prepare, proofread, and format contracts, proposals, presentations, and client-facing documents, including coordinating with Legal and other departments as needed
• Manage document storage, version control, and retrieval
• Maintain approved marketing templates, including coordinating with Marketing and other departments as needed
• Coordinate electronic signatures using DocuSign or equivalent platforms
• Ensure compliance with internal processes and documentation standards

Administrative & Executive Support

• Provide operational and administrative support to the CSO and other sales/account leaders as needed
• Support scheduling, task tracking, and follow-ups to ensure deadlines are met
• Assist with cross-functional coordination between sales, operations, and marketing

Marketing & Client Support

• Assist with preparation of marketing and sales materials
• Support client communications and account-related requests
• Ensure a high-quality, professional experience for internal and external stakeholders

Qualifications

Qualifications

Education

• Bachelor's degree preferred (or equivalent experience)

Experience

• 5+ years of experience in sales operations, account administration, executive assistance, or a related role
• Experience supporting sales teams and managing sales/account processes end-to-end

Technical Skills

• Salesforce.com experience required
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience with DocuSign or similar electronic signature platforms
• Familiarity with commission processing and contract workflows

Key Competencies

• Exceptionally organized and detail-oriented
• Strong follow-through; drives tasks to completion
• Client-oriented with a high level of professionalism
• Ability to support multiple leaders and priorities simultaneously
• Comfortable in a fast-paced, evolving environment
• Able to rapidly shift between tasks and priorities without losing accuracy

Equal Opportunity Employer

ESSEN HEALTH CARE IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER

Essen Health care is proud to be an equal opportunity employer, and we seek candidates who desire to work in and serve an ethnically diverse population.