ProviderSoft

Sales Development Rep

• Sales Development Representative (Outbound Sales + Marketing) role focusing on outbound prospecting, lead qualification, and securing meetings with potential clients.
• Conduct high-volume outbound prospecting via phone, email, and social media.
• Demonstrate a true hunter mentality by actively seeking new opportunities.
• Qualify leads through consultative conversations, understanding their needs.
• Schedule meetings and product demonstrations for Sales Representatives.
• Build and maintain a robust pipeline of prospects through strategic research and targeted outreach.
• Collaborate with the Sales and Marketing teams to optimize campaigns aimed at generating new leads.
• Use market research and VoC to draft marketing campaigns for distribution.
• Maintain detailed records of activities in the CRM system.

Sales Development Representative – Outbound Sales, Marketing

Customer Support

• Provide exemplary customer service to Clients via phone and email
• Create video and wiki materials to aid in the support of all Clients
• Create and release standard and custom Document Form and Session Note Templates to aid in the support of all Clients
• Provide and solicit User feedback for new features of the system
• Learn and utilize the internal case and client management tools for all Client Support
• Assist Client Services Department to implement and communicate with new and ongoing Clients
• Assist Development Department by seeking feedback from Clients on new products and features and communicating system and usability issues
• Assist QA Department by testing interfaces and new development
• Serve as a point of contact for tier 1 questions, forms review, and ticket escalation
• Assist in training new staff members

Sales Development Representative – Outbound Sales, Marketing

Client Support Representative