Overview
The IDOC Membership Sales Manager is a role focused exclusively on driving new membership acquisition and initial member onboarding. As a dedicated sales professional, you will be responsible for following up on all marketing-generated leads, vendor referrals, and member referrals to convert prospects into IDOC members. This role is designed for efficiency and speed-to-close, with a clear handoff to the IDOC Support Desk (ISD) team for ongoing member support and relationship management, and/or IDOC SMEs for products and services.
Responsibilities
Follow up promptly on every marketing-generated lead from all channels
Pursue and convert vendor referrals and member referrals into new memberships
Manage lead pipeline efficiently using CRM systems to ensure no opportunities are missed
Conduct qualification calls to assess prospect needs and fit for IDOC membership
Maintain detailed records of all prospect interactions and conversion activities
Focus exclusively on closing prospects to IDOC membership (Vantage and Select programs)
Identify opportunities to expand initial sales with additional services/products when appropriate and opportune
Execute efficient sales processes without extended cultivation periods
Achieve and exceed monthly and quarterly membership sales targets
Refer prospects requiring extended consultation to the ISD team and/or IDOC SMEs for products and services after initial engagement
Conduct comprehensive onboarding for new Vantage and Select program members
Ensure smooth transition of new members into IDOC systems and processes
Provide initial orientation on member benefits, resources, and support channels
Complete all onboarding documentation and member setup requirements
Hand off completed onboarding to ISD team for ongoing support
Execute clean handoffs to the IDOC Support Desk team upon completion of onboarding
Ensure all member information and interaction history is properly documented
Direct any post-onboarding member inquiries to the appropriate ISD team members and/or SMEs for products and services
Maintain clear boundaries between new member acquisition and ongoing support roles
Qualifications
5+ years of customer service or support experience required
5+ years of sales or consultative selling experience preferred
Work flexible schedules to provide coverage from 8am EST to 9pm PST
Optical industry experience strongly preferred
Proficiency with Microsoft Office (Excel and PowerPoint a must)
Detail oriented, proactive multi-tasker
Strong organization and prioritization skills
Ability to be flexible and work with different functions within the company
Ability to communicate confidently with members of senior management
Works well with others, collaborative and cooperative
Strong verbal and written communication skills
Works independently with minimal supervision
People management experience preferred
Travel as required to attend/lead/support industry, company, and associations events
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Responsibilities
Follow up promptly on every marketing-generated lead from all channels
Pursue and convert vendor referrals and member referrals into new memberships
Manage lead pipeline efficiently using CRM systems to ensure no opportunities are missed
Conduct qualification calls to assess prospect needs and fit for IDOC membership
Maintain detailed records of all prospect interactions and conversion activities
Focus exclusively on closing prospects to IDOC membership (Vantage and Select programs)
Identify opportunities to expand initial sales with additional services/products when appropriate and opportune
Execute efficient sales processes without extended cultivation periods
Achieve and exceed monthly and quarterly membership sales targets
Refer prospects requiring extended consultation to the ISD team and/or IDOC SMEs for products and services after initial engagement
Conduct comprehensive onboarding for new Vantage and Select program members
Ensure smooth transition of new members into IDOC systems and processes
Provide initial orientation on member benefits, resources, and support channels
Complete all onboarding documentation and member setup requirements
Hand off completed onboarding to ISD team for ongoing support
Execute clean handoffs to the IDOC Support Desk team upon completion of onboarding
Ensure all member information and interaction history is properly documented
Direct any post-onboarding member inquiries to the appropriate ISD team members and/or SMEs for products and services
Maintain clear boundaries between new member acquisition and ongoing support roles
Qualifications
5+ years of customer service or support experience required
5+ years of sales or consultative selling experience preferred
Work flexible schedules to provide coverage from 8am EST to 9pm PST
Optical industry experience strongly preferred
Proficiency with Microsoft Office (Excel and PowerPoint a must)
Detail oriented, proactive multi-tasker
Strong organization and prioritization skills
Ability to be flexible and work with different functions within the company
Ability to communicate confidently with members of senior management
Works well with others, collaborative and cooperative
Strong verbal and written communication skills
Works independently with minimal supervision
People management experience preferred
Travel as required to attend/lead/support industry, company, and associations events
#J-18808-Ljbffr