Job Title: Sales Development Representative

Reports to: Sales Operations Manager

Supervises: N/A

Position Summary

The Sales Development Representative is responsible for generating and qualifying new business opportunities by engaging prospective healthcare clients across the company’s service lines. This role focuses on outbound prospecting to medical and dental practices, identifying decision makers, and uncovering operational pain points including billing inefficiencies, credentialing delays, onboarding challenges, and payment workflow issues.

The SDR builds pipeline across MedBill, Myriad Health, and Medipay by qualifying leads and scheduling high quality meetings for the sales team.

Key Performance Areas & Key Performance Indicators:

Lead Generation & Prospecting: (40%) KPIs: (1) 40 to 60 outbound emails per day (2) 20 to 30 LinkedIn connections per day (3) 40 to 60 outbound calls per day (4) Lead to Appointment Conversion Rate: 20% to 25%

• Conduct high volume outbound prospecting through LinkedIn, Reddit, Facebook, phone, and email outreach
• Target medical practices, dental practices, group practices, and healthcare organizations
• Research and identify providers, office managers, and billing decision makers
• Build pipeline across MedBill, Myriad Health, and Medipay service lines
• Utilize CRM and sales engagement tools to track outreach activity and engagement
• Maintain consistent outreach cadence across assigned campaigns and verticals

Lead Qualification & Discovery: (30%) KPI’s: (1) 12 to 15 qualified appointments per month (2) 8 to 10 SQLs per month (3) Appointment to SQL Conversion Rate: 60% to 70%

• Conduct discovery conversations to identify operational pain points related to revenue cycle management, credentialing, onboarding, and payment workflows
• Qualify leads based on company criteria including practice size, urgency, service need, and alignment with offerings
• Clearly communicate solutions available through MedBill, Myriad Health, and Medipay
• Ensure accurate and detailed handoff of qualified opportunities to PMC or Inside Sales teams
• Maintain professionalism and consultative communication throughout the sales process

CRM Management & Reporting: (20%) KPI’s: (1) 100% activity logging within 24 hours (2) 95% data accuracy within CRM records

• Accurately document all prospect interactions, notes, and qualification details in CRM
• Maintain visibility into pipeline activity by service line
• Ensure proper categorization and tracking of opportunities
• Monitor outreach effectiveness across campaigns and healthcare verticals
• Analyze outreach and engagement data to refine targeting strategies

Collaboration & Continuous Improvement: (10%) KPI’s: (1) Attend 90% of internal trainings and team meetings

Minimum Qualifications

Education:

Bachelor’s Degree in Business, Marketing, Healthcare Administration, or related field preferred

Experience:

• Minimum 2 years of experience in sales development, business development, or inside sales
• Experience in SaaS, fintech, healthcare technology, or related industries preferred
• Strong verbal and written communication skills
• Proven ability to meet or exceed outreach and lead generation targets
• Ability to identify and articulate operational challenges within healthcare practices
• Experience using CRM systems and sales engagement platforms such as Salesforce or HubSpot
• Strong organizational skills with the ability to manage high volume outreach activities

Competencies

Operations Knowledge – Thoroughly understands the operational procedures for his/her position and how they affect or relate to other departments in the company. Serves as an expert for others.

Strategic Execution – Capable of translating concepts into detailed plans and managing timelines with discipline and focus.

Compliance Knowledge – Extensive understanding of general and department-specific regulations. Serves as a compliance resource for the team.

Organization – Maintains control of multiple priorities, builds systems that eliminate scheduling conflicts, and supports seamless daily flow.

Teamwork – Able to build morale and group commitments to goals and objectives; Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone’s efforts to succeed.

Computer Skills – Demonstrates a solid understanding of the technology utilized in his/her position. Consistently looks for ways to use technology to create efficiencies. Able to troubleshoot minor problems. May serve as an expert to others.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Strength - Employee must be able to stand and/ or sit for periods of time while waiting on customers. Employee may be required to walk, reach, lift, carry and bend. This job also requires the ability to lift and/or move up to 15 lbs. Occasionally, may need to lift more than 15 lbs.

Finger Dexterity - Employee will have to use fingers to make small movements, such as typing, picking up small objects, or pinching fingers together.

Talking – The ability to convey information accurately by speaking to customers and other employees.

Hearing - Able to hear average or normal conversations and receive ordinary information.

Visual Abilities – Specific vision abilities used by the job are close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

*Employer reserves the right to change this job description at any time, should business needs arise.