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Sales Specialist, CLX

Position Overview

The CLX Sales Specialist serves as the primary contact for prospective clients.  Leads are produced for this individual through various marketing channels. The sales specialist will contact these leads via phone and email, qualify the leads, build rapport, determine the needs, schedule and conduct on-line or on-site product demonstrations to educate the decision maker on features and benefits of the product, and then close the sale. Success will be measured by acquisition of new customers and upselling of additional functionality to existing customers. Optometrists and Optometry Clinics in the continental United States are the target market for this product.

Primary Responsibilities

  • Follow up on prospective leads via phone and email.
  • Utilizing a consultative sales approach, build relationships, determine the need, make recommendations and support the buying decision to provide world class customer service.
  • Assist both prospects and customers with questions from incoming calls and emails.
  • Schedule and conduct on-line demos with prospective customers on the use, benefits and features of the CLX product.
  • Train new customers to utilize reporting functions to increase practice performance.
  • Manage the Prospect to Customer Pipeline and document interactions using company CRM.
  • Interact with company marketing and IT teams to improve product, customer communications, and brand message.
  • Work with Opti-Port Member Recruitment and Regional Leaders from the group purchasing division to manage leads.
  • Finalize each decision to purchase by preparing and delivering product agreements in a timely manner.
  • Transition all closed business to the On-boarding Specialist to complete the sales cycle.
  • Cross train in onboarding for flexing purposes.

Skills & Characteristics

  • Personable
  • Consultative
  • Not afraid of Challenges
  • Relationship Builder
  • Team Player
  • Excellent Listener
  • Creative
  • Adaptable
  • Articulate
  • Accurate
  • Organized
  • Empathetic
  • Closer
  • Computer Proficient


1-3 years Customer Service and/or Sales

In person or Online Presentation Experience

Email info@clxsystem.com to apply

CLX Onboarding and Customer Service Specialist

This positon is responsible for and supports the onboarding planning and execution for new CLX clients, and ongoing customer support for all CLX clients. The onboarding process includes coordinating system integration with the CLX and client IT teams, and CLX system training prior to placing a new client in “live” status. Establishes and maintains effective communications and support for CLX clients, internal teams and vendors.

Primary Responsibilities

  • Onboarding planning and execution for new CLX clients
  • Coordinates system integration with the CLX and client IT teams to ensure projects are assigned, documented and completed
  • CLX client system training
  • Proactive client engagement to drive CLX system usage, sharing best practices and obtaining feedback
  • Supports both prospects and customers, responding to questions from incoming calls, emails and web based communications
  • Works closely with the CLX IT, Sales and Marketing teams to relay valuable information about client interactions and feedback to improve messaging and product functionality
  • Documents all client and prospect interaction in the CLX CRM platform with relevant, detailed information for accurate, usable record keeping
  • Assists with technology projects as assigned

Skills & Characteristics

  • Detail oriented, highly organized
  • The ability to handle multiple projects concurrently in a fast-paced, demanding and high-growth environment
  • Strong project management skills
  • Timely and efficient in meeting deadlines
  • Excellent communication skills (verbal, written, and presentation)
  • Ability to train others
  • Team Player
  • Computer proficient


  • 1-3 years onboarding and technical support
  • In person and/or online training and presentation experience
  • Data entry, CRM experience
  • Eye care practice management experience preferred

To apply, please email cover letter and resume to info@CLXsystem.com.

Work With CLX...

Due to accelerated growth and CLX's strong positioning for continuous expansion in the market, we are seeking high-energy professionals to join our team of customer service, marketing, sales and technology developer professionals. 


CLX system

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