- Prospect into assigned healthcare accounts and target organizations.
- Conduct outbound prospecting through cold calling, email campaigns, LinkedIn outreach and other approved channels.
- 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.