ICD Technologies LLC

Sales

• Follow up promptly on every marketing-generated lead from all channels
• Pursue and convert vendor referrals and member referrals into new memberships
• Manage lead pipeline efficiently using CRM systems to ensure no opportunities are missed
• Conduct qualification calls to assess prospect needs and fit for IDOC membership
• Maintain detailed records of all prospect interactions and conversion activities
• Focus exclusively on closing prospects to IDOC membership (Vantage and Select programs)
• Identify opportunities to expand initial sales with additional services/products when appropriate and opportune
• Execute efficient sales processes without extended cultivation periods
• Achieve and exceed monthly and quarterly membership sales targets
• Refer prospects requiring extended consultation to the ISD team and/or IDOC SMEs for products and services after initial engagement
• Conduct comprehensive onboarding for new Vantage and Select program members
• Ensure smooth transition of new members into IDOC systems and processes
• Provide initial orientation on member benefits, resources, and support channels
• Complete all onboarding documentation and member setup requirements
• Hand off completed onboarding to ISD team for ongoing support
• Execute clean handoffs to the IDOC Support Desk team upon completion of onboarding
• Ensure all member information and interaction history is properly documented
• Direct any post-onboarding member inquiries to the appropriate ISD team members and/or SMEs for products and services
• Maintain clear boundaries between new member acquisition and ongoing support roles.

Sales Manager