Sales Operations and Client Services Coordinator, Quantitative Sciences

Does meaningful work motivate you? Do you take pride in being detail-oriented and staying organized while juggling a lot of moving pieces? Are you a pro with the Hubspot CRM? If this sounds like you, join the team at MetrumRG and make an impact on our mission of defeating disease and improving health. 

At MetrumRG, you’ll contribute to delivering innovative solutions at the intersection of data, science, and technology. You’ll partner with pharmaceutical and biotech companies to solve complex drug development challenges and help bring life-changing therapies to patients.

MetrumRG is seeking a highly organized and proactive Sales Operations and Client Services Coordinator who thrives in a fast-paced environment, enjoys multitasking, and brings advanced to expert-level HubSpot expertise. In this role, you will play an important part in supporting both client experience and sales operations, helping to keep processes running smoothly, strengthening client relationships, and ensuring every detail is handled with care.

Responsibilities

• Client Experience & Interface: Serves as a key interface with external customers during the sales process, providing excellent customer service and interaction to ensure a smooth, professional, and efficient client journey.
• CRM and Data Management: Administers and maintains the QS use of the Hubspot Customer Relationship Management (CRM) system, ensuring timely data capture and accuracy across all customer and pipeline records.
• Sales Process Optimization: Documents, standardizes, and improves key sales operational processes, including lead routing, opportunity management, and sales reporting.
• Contract Administration Support: Manages the administrative workflow for all customer contracts (CDA, MSA, Work Orders, etc.), including tracking, version control, and facilitating internal review and final execution in a manner that supports the conversion timeline.
• Reporting and Analysis: Generates and maintains regular sales performance reports, pipeline forecasts, and key performance indicator (KPI) dashboards for leadership review.
• Proposal Support: Coordinates the internal components of the project proposal process, multitasking to manage timelines and ensuring necessary inputs from team scientists and resource management are collected and populated efficiently.
• Tool and Technology Support: Serves as the key user for sales enablement tools (e.g., Hubspot), providing training and troubleshooting support to the team.
• Meeting Facilitation: Owns the scheduling, preparation, and facilitation of internal meetings including weekly Dashboard Reviews and QS BD meetings. 
• Compliance: Ensures all sales processes and documentation comply with company policies and legal requirements.

Requirements, Skills

• Exceptional customer service and interpersonal skills for effective client interaction.
• Superior written and oral communication skills, essential for effective client interaction and internal documentation.
• Proven ability to multitask effectively, manage multiple priorities, and maintain a high level of performance in a fast-paced environment.
• Strong analytical and problem-solving skills, with a focus on improving business processes.
• High degree of proficiency in Hubspot CRM software and sales automation tools.
• Excellent organizational skills, strong follow-through, and exceptional attention to detail.
• Comfort with scientific and biomedical topics and an eagerness to learn.

Education and Experience

A 4-year college degree is required or equivalent experience (Business, Operations, Communications, or related field).

Experience: 4-6 years experience in sales operations, customer relations, business administration, or a similar analytical role supporting a sales or business development function.

Physical Demands

The job frequently requires working at a computer terminal, standing or sitting, and the ability to operate the computer with proficiency.

Work Environment

The work environment is quiet with no adverse conditions.

Metrum Research Group is an equal opportunity employer

Metrum Research Group EEO Statement

MetrumRG believes that innovation is cultivated when we challenge each other with new ideas and perspectives. MetrumRG is an equal opportunity employer that is committed to building a diverse and inclusive team. All employment decisions are based on qualifications, merit, and business needs, and we prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

MetrumRG is committed to providing equal employment opportunities and reasonable accommodations for candidates and employees with disabilities. We encourage all qualified candidates to apply for positions within our organization. If you require reasonable accommodation because of a medical condition for the application or interview process, please contact Scotti Rylands or our Talent and Culture Department, (860)735-7043 x-622, or message us and we will work with you to meet your needs.