Sales Assistant

We are seeking a detail-oriented Sales Assistant to support our clients sales and customer service teams by ensuring timely order processing and accurate invoicing. This role plays a key part in reducing open order balances by coordinating with hospitals, distributors, sales representatives, and internal stakeholders to obtain required purchase orders, case documentation, and new customer information.

The ideal candidate is organized, proactive, and comfortable working with data systems while communicating professionally with both internal and external partners.

Open Order Management

• Reduce open order balances by obtaining purchase orders for open orders from hospitals, distributors, sales representatives, and regional managers
• Prioritize follow-up on open orders more than 30 days past the date of surgery
• Utilize Power BI and Microsoft NAV to access and review required data
• Provide obtained purchase orders to Customer Service to support timely invoicing

Case Documentation Coordination

• Obtain case sheets for purchase orders received by Customer Service
• Provide completed case sheets to Customer Service to ensure accurate invoicing
• Ensure distributors and sales representatives are entering case information into the order entry portal (once available)

New Customer Setup

• Complete and submit new customer forms to Customer Service as required
• Identify when new customer forms are needed (e.g., first-time customers)
• Communicate with hospitals, distributors, sales representatives, and regional managers to obtain required customer information

• Strong organizational and follow-up skills with exceptional attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with data systems and reporting tools; experience with Power BI
  , Microsoft NAV
  , or ERP systems preferred
• Strong written and verbal communication skills
• Prior experience supporting sales, operations, or customer service teams—particularly in healthcare or medical device environments is a plus