ProviderSoft

• 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.

• 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