At Metrum Research Group, we partner with pharmaceutical and biotech companies to solve complex drug development challenges using advanced quantitative sciences, including pharmacometrics, modeling, and simulation. Our work helps inform critical decisions and plays a meaningful role in bringing new therapies to patients. We are looking for a Sales and Client Services Coordinator who enjoys building relationships, thrives in a fast-paced environment, and takes pride in keeping processes organized and running smoothly. This is a great opportunity to be part of a collaborative, mission-driven team, gain exposure to the business side of science, and grow at the intersection of client engagement, operations, and innovative scientific work. Job Summary The Sales and Client Services Coordinator, Quantitative Sciences holds administrative ownership of client relationships, with a core responsibility for shepherding clients through the sales funnel from initial lead to final conversion/contract execution. This customer-facing role ensures a highly positive and efficient client experience while optimizing the overall efficiency and effectiveness of the QS sales process. Critical operational support is provided to the business development team, focusing on sales administration, support, and process standardization. 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.

• Provide support across client accounts, ensuring projects are delivered with excellence. • Participate in client meetings, document discussions, and contribute to client-facing materials. • Assist with development of schedules, recaps, and client presentations. • Support execution of deliverables within scope agreements, ensuring alignment with client objectives. • Collaborate with cross-functional internal teams (Creative, Strategy, Production) to keep work moving forward. • Maintain accurate records of work-in-progress, project files, and past activations. • Learn to anticipate client needs and bring forward creative, resourceful solutions.

• Manage client relationships • Conduct client visits (virtual and in person) to understand their cross-border trade requirements • Proactively contact client base to confirm satisfaction and identify new opportunities • Lead periodic business review meetings with clients

• Mentor and develop direct reports and all account management team to ensure best client and account manager experience. • Set clear performance expectations, conduct regular performance evaluations, and provide constructive feedback to team members. • Foster a collaborative and supportive team environment, promoting knowledge sharing and cross-functional collaboration. • Coordinate and schedule team trainings around account maintenance and upselling. • Conduct on-going meetings and calls to communicate frequently with Management and Account Management teams on updates, information, concerns and opportunities. • Have full understanding of all brands and their unique processes, as well as a strong understanding of our competition in the industry and positioning. • Ensure all internal systems and databases are up-to-date with client information, all potential and current client/lead information. • Focus on career development for all Account Management team members. • Develop and maintain long-term relationships with key clients, understanding their business goals and identifying opportunities for account growth. • Address client concerns and proactively resolve issues to maintain high levels of client retention and loyalty. • Proactively anticipate needs of AS clients and identify any potential issues. Create recommendations and facilitate action for resolution with the appropriate brands. • Review client data and work with Client Operations and Manufacturer Relations teams in driving additional revenue through direct manufacturers programs and optimizations. • Collaborate with Account Management leadership to develop strategic account plans aligned with objectives. • Work closely with the account management team to develop and execute cross sell strategies and initiatives. • Conduct regular account reviews to evaluate performance, identify areas for improvement, and develop action plans. • Monitor market trends, industry developments, and competitor activities to identify potential risks or opportunities for the company. • Representing AS at client and industry conferences and client events. • Act as a liaison between BEP brands and AS Account Management, developing campaigns and ensuring alignment of goals and expectations. Develop training and incentive programs for Account Management around these goals. • Ensure that all AS Account Managers have the necessary information and resources to excel in their roles.