MD Integrations

Sales Development Rep

• Meet and exceed a monthly Outbound Opportunity quota by sourcing new prospects
• Meet and exceed a monthly Held Discovery Meeting quota by pre-qualifying prospects
• Generate outbound qualified leads through a multichannel approach of a minimum of 50 calls per day, email, and social media networking
• Adhere to Service Level Agreements for responding to inbound calls, chats, and contact forms
• Maintain and update the CRM system with accurate and timely information on leads and prospects
• Stay informed about industry trends and competitor activities to identify new opportunities and challenges

Sales Development Representative

Customer Support

• Facilitate Treatment Management
• Assist with patient communications on behalf of providers, pharmacy communications, and track prescription regimen related to men’s and women’s health, dermatologic treatments, or weight loss prescriptions
• Patient Education & Support
• Provide follow up education and support for patients accessing care via the telehealth platform, including instructions on medication usage, explanation of treatment plans, care instructions, and prescription compliance
• Promote adherence to physician-recommended care plans
• Maintain and Update Electronic Health Records (EHR)
• Accurately document all patient interactions, treatment plans, and clinical instructions in the EHR, ensuring timely and complete records in accordance with regulatory and organizational standards
• Collaborate with Multidisciplinary Teams
• Work closely with across internal clinical team and providers to deliver a seamless and high-quality virtual care experience for patients across specialties
• Prior Authorizations
• Initiate, track, and follow up on prior authorization requests for medications
• Communicate with insurance companies, providers, and patients to ensure timely processing and resolution of authorizations
• Uphold Privacy, Compliance, and Ethical Standards
• Adhere strictly to HIPAA regulations, privacy protocols, and clinical workflows to ensure the confidentiality and safety of all patient information within a virtual care setting
• Operational and Team Support
• Collaborate with providers, nurses, and internal staff to maintain efficient and compliant telehealth workflows
• Escalate urgent patient needs to appropriate provider or nurse according to established protocols
• Participate in team meetings and process improvement initiatives

Clinical Support Specialist

• Support the clinical workflows of specialty care providers
• Ensure seamless virtual patient experiences
• Deliver clinical and administrative support
• Facilitate Treatment Management
• Assist with patient communications on behalf of providers
• Manage Secure Communication Channels
• Monitor and respond to patient messages through secure portals, phone, or email
• Provide follow up education and support for patients accessing care
• Maintain and Update Electronic Health Records (EHR)
• Collaborate with Multidisciplinary Teams
• Uphold Privacy, Compliance, and Ethical Standards
• Participate in Ongoing Training and Quality Improvement

Clinical Support Specialist, RN

• Provides exceptional administrative and patient care support in a virtual healthcare environment
• Serves as a key point of contact for patients and clinical staff, handling inbound communications
• Uploads and organizes lab results, coordinating prior authorization requests
• Triaging tasks to appropriate team members
• Answers and returns patient phone calls, emails, and chat messages with professionalism and empathy
• Provides clear instructions and follow up regarding lab testing and medication refills per physician notes
• Supports patients in understanding next steps in their care and ensure a positive virtual care experience
• Initiates, tracks, and follows up on prior authorization requests for medications
• Collaborates with providers, nurses, and internal staff to maintain efficient telehealth workflows
• Maintains strict confidentiality and adhere to HIPAA and all applicable privacy and security regulations

Patient Support Specialist

Customer Success Manager

• Lead and project manage the full onboarding journey of new partners, from kick-off to go-live, ensuring clear milestones, proactive communication, and timely execution.
• Anticipate potential risks early, troubleshoot and escalate stalled or lagging partner progression by working closely with internal teams across CS, clinical, product and technical integrations teams.
• Serve as the guide and advocate for assigned partners.
• Act as the voice of the partner internally highlighting successes and opportunities with MDI’s service, platform and workflows.
• Collaborate with clinical and technical teams to provide feedback, relay product enhancements, and advocate for partner success.
• Increase partner health, engagement, and satisfaction, escalating issues as needed while continuously driving toward long-term retention and expansion.
• Track and report on key customer success metrics (NPS, csat, etc.) to executive and senior leadership.
• Provide ongoing support, education, and training to partners post-launch, with a focus on a seamless experience and optimizing integrations, workflows, and product adoption.
• Serve as a trusted advisor by providing market insights, best practices, and recommendations that align MDI’s solutions with partner growth goals.
• Manage and maintain consistent documentation on the customer lifecycle in internal systems, such as HubSpot, Asana, and other project and task management tools.
• Contribute to the development of key collateral, processes and defining standard expectations of work.

Account Executive

• Drive MDI’s full-cycle, high-velocity sales motion to meet acquisition quotas
• Leverage best practices for conducting effective discovery and product demonstration
• Qualify inbound leads and devote time to make 30 - 50 outbound calls daily
• Log and document all requisite activity in HubSpot
• Collaborate with the team, sharing industry and market news

• Meet and exceed a monthly Outbound Opportunity quota by sourcing new prospects
• Meet and exceed a monthly Held Discovery Meeting quota by pre-qualifying prospects
• Generate outbound qualified leads through a multichannel approach of a minimum of 50 calls per day, email, and social media networking
• Adhere to Service Level Agreements for responding to inbound calls, chats, and contact forms
• Maintain and update the CRM system with accurate and timely information on leads and prospects
• Stay informed about industry trends, market conditions, and competitor activities to identify new opportunities and challenges
• Participate in training sessions and industry events as needed