Teams at Pipeline Medical LLC

Manages sales-order exceptions, including backorders, reroutes, substitutions, allocations, pricing analysis, and Savings Analysis Quotes. Maintains CRM records, coordinates Sales and Operations, prepares reporting, documents workflows, and communicates order status. Uses AI tools and lightweight automation to streamline recurring administrative tasks, validate product and pricing information, and improve resolution speed and data accuracy in a regulated medical distribution environment.

Provides executive and administrative support to the CEO while coordinating projects across Operations, Sales, and Marketing. Responsibilities include calendar and inbox management, travel and event logistics, CRM maintenance, financial administration, research, records management, and subscription oversight. The role also builds lightweight AI-powered workflow automations, validates AI-generated output, improves processes, and supports cross-functional projects through completion.

Generate and convert inbound leads, achieve sales targets, manage the sales pipeline, conduct high-volume outreach, and build healthcare client relationships. Maintain CRM records and forecasts in Zoho, identify upselling opportunities, and coordinate with marketing, product, support, and implementation teams. Establish relationships with healthcare decision-makers and hand off strategic accounts to account managers.