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Sales Intake Coordinator - H&W

Category Sales Location Lenexa, Kansas Job function Sales Job family Sales Support
Shift Day Employee type Regular Full-Time Work mode Hybrid

Sales Intake Coordinator - H&W | Lenexa, KS

Monday to Friday

Accountable for all aspects of the sales intake, data entry, service agreement development, and maintenance of the Wellness client accounts.  Responsible for ensuring all client service intakes and service agreements are entered and created with quality, consistency, and efficiency.  Collaborate with other team members to develop and communicate best practices. 

  • Responds daily to routine sales requests with standard answers. 
  • Responsible for all daily client intake functions (such as opportunity creation, review of service request form, service agreement creation, data entry and master file maintenance). 
  • Communicates and presents effectively with all levels of Quest Diagnostic personnel (such as Sales Leadership, SAEs, Account Managers, Wellness Client Engagement Specialists and Event Specialists) relating to the service request/intakes for  Wellness accounts. 
  • Maintains and input clients specific documentation related to client service requests.  
  • Maintains daily, monthly & quarterly internal departmental reports. 
  • Carries out recurring procedures independently. 
  • Utilizes the Health and Wellness platforms (APEX, Transaction Processor and Wellness Engine) to confirm service requests for Wellness accounts. 
  • Handles variety of situations independently without Supervisor’s review. 


Required Work Experience:  

  • 3-5 years of successful administrative support experience with external customer contact 
  • 3-5 years or PC experience/data entry 

Preferred Work Experience:  


Physical and Mental Requirements:  

  • Adjust priorities quickly as circumstances dictate 
  • Maintain composure under pressure 
  • Using effective verbal communication  
  • Using effective written communication  
  • Concentrate on tasks  
  • Ability to making decisions 


  • Familiarity with QLS and/or other Health and Wellness related systems (APEX, TP, WE)  
  • Proficient PC user, including knowledge of MS Office programs (Outlook, Word, Excel, PowerPoint, Access) 


Data entry skills with quality and attention to detail 

High School Diploma or Equivalent(Required)




“I love working here because Quest has been my second family and second home. I've experienced a wholesome work environment, and good management.”

- Quest Employee

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Quest Diagnostics is an equal employment opportunity employer. Our policy is to recruit, hire and promote qualified individuals without regard to race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity, or any other status protected by state or local law. Quest Diagnostics observes minimum age requirements established by federal, state and/or local laws, and will ask an applicant for verification when deemed necessary.