Johnny Jose

I manage and organize sales documents, including purchase orders and invoices, ensuring accuracy and completeness. My role involves customer communication, addressing inquiries, assisting with orders, and resolving issues promptly. I provide administrative support to the sales team, maintain the sales database or ERP, and coordinate with logistics for timely deliveries. Additionally, I monitor and report sales performance, support sales-related projects, and ensure seamless coordination between departments.

I manage lead generation and tracking by creating leads in Salesforce and enrolling them in HubSpot email sequences. My role includes scheduling discovery calls for Sales Consultants, following up with unresponsive leads, and progressing leads to the opportunity stage in Salesforce. Additionally, I handle email marketing, webinar scheduling, and execute Account-Based Marketing (ABM) strategies to target high-value prospects.

I provide 24/7 transcription customer support and helpdesk assistance for eClinicalWorks (EMR software). My role includes managing pre-sales and post-demo sales, scheduling demos, and updating sales activities in Salesforce (CRM). I also handle transcription sales, from initial outreach to demo coordination and contract processing. Additionally, I create and integrate Formstack forms with Google Spreadsheets to streamline team operations.