Team FX

Business Development Rep

• Identify, research, and prospect new corporate, insurance, broker, community, and organizational opportunities.
• Build targeted prospect lists, conduct outbound outreach through email, phone, LinkedIn, networking, and referrals, and generate qualified discovery meetings.
• Lead initial discovery conversations, qualify opportunities based on client need, timeline, budget, decision-maker involvement, event type, business line, and operational feasibility, and communicate the value of Wellness Services clearly and professionally.
• Own and close standard new business opportunities within defined service, pricing, and operational guidelines.
• Partner with the Director of Wellness Services on strategic, complex, high-value, or custom opportunities and consistently advance qualified pipeline.
• Ensure clean, complete handoff of closed new business to the appropriate Account Manager, including client goals, decision-maker information, service expectations, timeline, budget, pricing, proposal details, and commitments made during the sales process.
• Work closely with Account Managers and the Wellness Operations Manager to align on lead ownership, handoff expectations, event feasibility, provider availability, service expectations, lead times, and operational considerations.
• Maintain accurate CRM records, track outreach activity, discovery notes, next steps, opportunity stage, proposal status, projected revenue, and close probability.
• Participate in weekly revenue/growth meetings and provide visibility into pipeline value, expected close dates, and blockers.

Business Development Associate