About the role
Prospecting & Lead Generation
•Prospect into assigned healthcare accounts and target
organizations.
•Follow assigned account and contact lists while
identifying additional opportunities within target accounts.
•Build and maintain a healthy prospect pipeline.
Qualification & Meeting Generation
•Qualify prospects against established Ideal Customer
Profile (ICP) criteria.
•Identify business challenges, decision-making processes
and potential opportunities.
•Engage and build relationships with C-suite and
executive stakeholders including CEOs, CFOs, COOs, Practice Administrators,
Revenue Cycle Leaders and Operations Executives.
•Deliver introductory presentations and articulate the
organisation's value proposition.
•Address initial questions, objections and concerns from
prospects.
•Schedule qualified meetings and teleconferences for
Sales Executives, VP – Business Development or leadership team members.
Sales Process Execution
•Follow approved sales scripts while adapting
conversations naturally to prospect needs.
•Execute consistent follow-up sequences to maximize
engagement.
•Maintain detailed records of all outreach activities,
conversations and next steps.
•Ensure accurate and timely CRM updates.
Reporting & Performance Management
•Maintain complete and accurate activity tracking in
HubSpot, Salesforce or other designated CRM platforms.
•Submit daily activity updates and call reports at end
of shift.
•Provide weekly pipeline, meeting and performance
reports to the Team Leader.
•Participate in start-of-shift and end-of-shift scrums,
one-on-ones and coaching sessions.
•Track progress against established KPIs and sales
objectives.
Compliance & Data Handling
•Adhere to HIPAA, data privacy, information security and
internal compliance requirements in all prospect communication and data
handling.
•Comply with U.S. outbound calling and email regulations
and approved outreach cadences.