Coach On Demand

New
Remote (US)Full-TimeMiddle
Salary not disclosed
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Job Details

Experience
3-5 years
Required Skills
Salesforce

Requirements

  • Bachelor’s degree required in Communications, Healthcare Administration, or related field from an accredited institution.
  • A minimum of 3-5 years of direct sales experience with services based sales ideally working in a the delivery of benefits to Veterans, and Veterans community
  • Experience in remote care coordination, digital navigation, and case management.
  • Demonstrated commitment to serving diverse populations with empathy, humility, and respect for cultural differences.
  • Proficient in Sales CRM systems, preferably Salesforce with a strong skillset in services based sales, sales funnel management and dynamic selling of cross-functional services
  • Proven ability to build rapport, maintain trust, and follow through on commitments to those served.
  • Strong Listening, Understanding, and empathy skills
  • Strong organizational and time management skills
  • Strong interpersonal and written communication skills with the ability to engage compassionately and effectively in a virtual setting.
  • Must be a critical thinker with innovative problem-solving skills
  • Strong presentation skills and experience with leading live Q&A sessions
  • Excellent communication skills, both verbal and written, with the ability to convey complex information in a clear and understandable manner.
  • Comfortable navigating digital tools, CRM systems, omnichannel platforms, and resource databases.
  • Ability to learn new processes and adapt to changes.
  • Superior problem solving and organizational skills.
  • Team-oriented, adaptable, and energized by a mission-driven, fast-paced environment.

Responsibilities

  • Serve as the primary relationship holder for new veterans and trusted point of contact either through Coach on Demand introduction and/or direct outreach (sales tactics)
  • Conduct thorough intake assessments to identify individual needs, goals, and barriers to achieving increased disability benefits.
  • Reviews and understands each Veteran’s specific disability and analyzes to determine best strategy based on conditions and/or medical evidence the veteran client(s) may qualify for to maximize disability benefits
  • Conducts VA disability claims coaching/consulting/strategy/sales services for veteran clients to include evaluation of medical evidence needs, speed to submission and maximization of benefits
  • Educate veterans in access / use of client portal to select services / service plans, build engagement through tasks and chat, demonstrate the benefits to support a personalized experience.
  • Provides virtual support to the book of Veteran clients you source through daily email exchanges, phone calls, text messages, and video teleconference education-based coaching sessions
  • Detailed management and documentation of all sales and delivery activities within Salesforce CRM including pipeline reporting, conversion rates, etc.
  • Complies with all internal policies and all applicable state, local, and federal laws
  • Communicate and collaborate cross-functionally with internal business lines and service teams to ensure seamless delivery.
  • Actively participate in team meetings, case reviews, and initiatives aimed at improving the client's experience.
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