PatientNow

Sales Development Rep

• Generate qualified sales opportunities through a combination of inbound lead follow-up and strategic outbound prospecting efforts.
• Engage prospective customers through phone, email, text, LinkedIn, and other personalized outreach methods to drive meaningful conversations.
• Schedule qualified product demonstrations for Account Executives.
• Conduct discovery conversations to understand prospect needs, business challenges, and operational goals within the aesthetics and wellness industry.
• Build and maintain a healthy pipeline of opportunities by consistently executing outbound campaigns and follow-up activities.
• Develop a strong understanding of PatientNow’s products, value proposition, and industry landscape to effectively position solutions.
• Accurately document prospect interactions, activities, and pipeline updates within Salesforce and Outreach.io.
• Collaborate closely with marketing and sales leadership to improve lead conversion rates and overall sales effectiveness.
• Consistently achieve or exceed monthly and quarterly activity and pipeline generation targets.
• Contribute to a positive, high-performance team culture through collaboration, feedback, and continuous improvement.

Sales Development Representative

Account Executive

• Own revenue performance within a defined territory, including both new business acquisition and expansion within existing accounts
• Own the full sales cycle: prospecting, discovery, solutioning, closing, and expansion
• Build and manage a pipeline of both new business opportunities and existing customer growth
• Develop strong relationships with prospects and customers within a defined territory to understand their needs and identify opportunities for value creation
• Drive new customer acquisition while expanding revenue and product adoption within existing accounts
• Conduct product demonstrations and present tailored solutions aligned to customer goals
• Develop and deliver proposals, pricing, and contract negotiations
• Partner cross-functionally with Marketing, Customer Success, and Product to drive customer outcomes and revenue growth
• Maintain accurate pipeline management and provide reliable revenue forecasting
• Identify market trends and customer insights to inform sales strategy and product feedback
• Represent the company at industry events, conferences, and customer meetings

Growth Marketing

• Partner with Account Executives and Client Success teams to support deal strategy and customer outcomes across a defined territory or segment
• Lead discovery conversations to understand customer workflows, operational challenges, business goals, and technical requirements
• Design and deliver tailored product demonstrations, technical presentations, and proof-of-concept engagements aligned to customer needs
• Translate customer requirements into scalable, value-driven solutions that support business growth and operational efficiency
• Support deal progression and closure by addressing technical, operational, integration, and implementation considerations
• Influence revenue outcomes by improving win rates, deal velocity, product adoption, and overall customer confidence throughout the sales process
• Serve as a trusted advisor to prospects and customers by providing strategic guidance and product expertise
• Support customer-facing initiatives including webinars, trade shows, events, and educational sessions
• Partner with external consultants and strategic partners to support solution positioning, enablement, and customer success initiatives
• Collaborate cross-functionally with Sales, Product, Implementation, and Client Success teams to ensure alignment across the customer lifecycle
• Contribute to the development and continuous improvement of demo environments, technical collateral, competitive positioning, and enablement resources
• Capture customer insights and market feedback to help inform product strategy and go-to-market initiatives

Growth Specialist

Implementation Specialist

• Own the end-to-end onboarding experience for new customers
• Configure and customize the PatientNow platform
• Manage onboarding timelines, milestones, and deliverables
• Deliver clear, engaging training sessions
• Guide customers through change management

Customer Success Manager

• Lead, coach, and develop 2–3 Client Success Managers through 1:1s, portfolio reviews, call coaching, and performance feedback.
• Manage a high-volume portfolio of emerging customers, modeling effective prioritization, risk management, adoption, and expansion practices.
• Design and improve scalable engagement programs for the Emerging segment, including automated, digital, and human-led touchpoints.
• Build and maintain ChurnZero playbooks, including health score triggers, risk alerts, renewal workflows, adoption campaigns, and expansion sequences.
• Use AI and automation tools, including ChatGPT, Copilot, ProShort, and similar platforms, to improve efficiency and personalize customer outreach at scale.
• Identify churn risk and expansion opportunities using ChurnZero health scores, product usage data, Salesforce insights, and customer signals.
• Partner with the Director of Client Success, Strategic Accounts Team Lead, RevOps, and cross-functional teams to define segment KPIs, processes, and best practices.
• Build and deliver digital-first customer programs, including webinars, video touchpoints, lifecycle campaigns, and scaled business reviews.
• Maintain accurate, actionable customer data in ChurnZero and Salesforce.
• Support escalated customer issues and help team members resolve complex customer situations.

Sales Development Representative

Account Executive

Growth Specialist

Implementation Specialist

Team Lead, Client Success