Sales Development Representative (SDR)

Prospecting & Lead Generation

•       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.

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