Sales Development Rep

• Meet or exceed individual lead generation goals
• Generate leads within the designated market of senior living communities & skilled facilities
• Deliver motivational prospecting engagement to targeted clients
• Obtain support & guidance from others in the Company as needed for sales prospecting
• Answer client questions, as needed; including products and pricing
• Calibrate the content of prospecting based on pre-sales due diligence
• Identify opportunities to enhance & accelerate the sales prospecting
• Update, maintain, & follow up on activities in Company CRM
• Develop sales prospecting efforts in collaboration with Company marketing programs
• Efficiently & effectively transition sales & lead opportunities to sales executive resources
• Keep management informed regarding daily, weekly, and monthly activities & performances
• Provide occasional feedback on products, services, & policies to respective Company team members
• Maintain current market & product knowledge

Sales Development Representative

• Conduct deep, thorough research into targeted health plans (payers) and major health systems to map out executive hierarchies and identify key clinical and financial stakeholders.
• Execute high-volume, highly personalized outbound campaigns using a structured, sequence-based approach via cold calling, tailored emails, and LinkedIn outreach.
• Own and aggressively follow up on marketing and event-generated leads, rapidly qualifying them and converting high-intent healthcare prospects into commercial opportunities.
• Act as the operational backbone for three enterprise Directors of Sales, managing calendar handoffs, coordinating regional strategies, and maintaining immaculate data hygiene within our CRM.
• Learn and clearly communicate the complex clinical and financial components of Virta's model, including our performance-based fee structures and ability to safely deprescribe medications to reduce healthcare spend.

SDR, Health Plans/Systems

• Execute high-volume outbound prospecting efforts through phone calls, email, SMS, and other communication channels to generate qualified homeowner opportunities.
• Manage and maintain outbound cadences within platforms such as Salesloft, Salesforce, and other sales engagement tools.
• Identify and engage homeowners through multiple lead sources including marketing-generated leads, nurture campaigns, site re-engagements, referrals, and change-of-ownership opportunities.
• Qualify prospects based on homeowner goals, property fit, market alignment, and readiness to engage with local sales teams.
• Accurately document all outreach activity, lead status updates, call notes, and opportunity progression within CRM systems.
• Collaborate with marketing and sales leadership to provide feedback on lead quality, campaign performance, and outbound strategy effectiveness.
• Maintain SLA expectations for speed-to-lead and outbound follow-up standards to maximize conversion opportunities.
• Consistently meet or exceed activity and performance metrics including outbound calls, conversations, qualified opportunities created, and appointment-setting goals.
• Participate in ongoing sales training, call coaching, and team development initiatives to improve communication skills and sales effectiveness.
• Collaborate with cross-functional teams and stakeholders to align departmental goals with broader organizational strategy.
• Support continuous improvement initiatives by identifying process gaps, workflow inefficiencies, and opportunities to improve outbound conversion performance.
• Contribute to a collaborative work environment that promotes open communication, innovation, and employee engagement.
• Other duties as assigned because every day is different in sales and hospitality!

• Strategically identify, engage, and qualify prospects based on target industries and personas
• Manage top-of-funnel pipeline through a high volume of outbound calling, emails, social engagements completing 60+ activities a day
• Delivering value-focused messaging, educating prospects, and generating interest in Canto
• Continued education and dedication to learning about industry trends, challenges, and news
• Overcoming objections by delivering value-focused messaging
• Performing research in order to understand a prospect’s challenges, priorities, product requirements and deliver compelling value propositions
• Deliver qualified opportunities to our sales team

• Own full-cycle sales in the emerging segment
• Build a pipeline of emerging-market logos with daily outbound touches
• Close new revenue from first touch through signed deal
• Create repeatable playbooks for prospecting and closing
• Develop cross-functional partnerships with Product, Engineering, Marketing, and Operations

Sales Development Representative II, Emerging

• Manage qualified franchise candidates through the entire sales process from discovery through funding
• Build strong relationships with prospective franchise owners and their advisors
• Conduct discovery calls, franchise presentations, webinars, and validation discussions
• Educate candidates on the franchise model, investment opportunity, and ownership journey
• Maintain accurate records and pipeline management within the CRM
• Collaborate with marketing to improve lead conversion and candidate engagement
• Track key performance metrics and consistently achieve sales goals
• Attend franchise conferences, networking events, and recruitment initiatives as needed
• Support candidates throughout onboarding to ensure a successful transition into ownership

Franchise Sales Development Manager

• Identify and qualify new sales opportunities through inbound lead follow-up and proactive outbound prospecting.
• Research prospective clients, identify key players, and generate interest.
• Collaborate closely with the Sales team to develop and implement lead strategies and plans.
• Schedule and conduct online product demonstrations and webinars.
• Work with channel and distribution partners to leverage leads and build pipeline and awareness.

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