• Gestionar el ciclo completo de ventas, desde el primer contacto hasta el cierre. • Realizar reuniones comerciales con profesionales de salud, entendiendo sus necesidades y presentando las soluciones de Doctoralia. • Alcanzar objetivos mensuales de ventas y conversión. • Mantener actualizado el CRM con toda la información relevante de los prospectos y oportunidades. • Colaborar con equipos internos (Marketing, Customer Success, Producto) para optimizar el proceso de ventas y la experiencia del cliente.

• Connect with businesses to share the value of BBB Accreditation • Make 100+ outbound calls daily using a mix of leads • Build trust, communicate value, and close deals with integrity

• Lead a specialized, high-impact team while remaining actively engaged in day-to-day execution. • Apply seasoned expertise and deep business acumen to solve complex challenges with creativity and precision. • Responsible for aligning their team with the department, functional and company goals and guiding principles. • Receive objectives and work closely with the Sr Manger to determine the optimal path to achieve—and exceed—them across diverse industries, sophisticated customers, and intricate workflows. • Strategically delegate responsibilities, leveraging advanced judgment to align tasks with individual strengths, company policies, and best practices. • Tailor coaching style to their individual team members using the different methods, techniques and evaluation criteria for obtaining results as trained. • Oversee all aspects of team daily operations—productivity, quality, customer satisfaction, attendance, and call performance—with rigor and consistency. • Keep the team fully informed of product updates, process changes, customer insights, and organizational developments. • Prepare performance evaluations and meet with team members by scheduled deadlines. • Partner closely with Outside Sales Channel Managers and Strategic Account Managers to align the team behind the shared vision set by senior leadership. • Partner with Inside Sales leadership to provide critical input and execute initiatives that shape channel, strategic customer, and departmental direction. • Continuously monitor and evaluate Inside Sales policies, procedures and systems leading to improvements. • Perform other duties as assigned. • Comply with all policies and standards.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Sales Specialist will report to the revenue growth manager and manage prospects who have already shown interest and conduct Consultations to deepen understanding of their goals, challenges, and financial needs. This role focuses on middle of the sales funnel qualification and advancing customers into the Document Request phase for formal quotes. As a bridge between initial lead generation and high-level advisory, the Sales Specialist identifies complex needs that require fractional CFO-level analysis and facilitates handoffs for paid Advisory Calls. Responsible for conducting in-depth consultations to diagnose financial challenges, address objections, and drive prospects into the Document Request phase for formal quoting. Key Responsibilities - Needs Analysis & Consultation: - Conduct structured and strategic consultations to assess financial readiness and specific service needs. - Diagnose critical business challenges, including revenue flow issues, compliance risks, and lack of forecasting. - Educate prospects on the distinctions between project-based work and ongoing advisory services. - Pipeline Progression & Conversion: - Guide prospects through the Document Request phase, ensuring all necessary financial data is collected for accurate quoting. - Proactively address objections and reinforce the firm strategic value proposition. - Maintain a disciplined follow-up sequence to maximize conversion rates from consultation to quote. - Advanced Escalation & Collaboration: - Identify higher-level prospects requiring deep strategic analysis and transition them to the Advanced Sales Specialist (AdSS) for Advisory Calls. - Ensure seamless handoffs by providing detailed CRM notes and insights for the next stage of the sales journey. - Coordinate with internal teams to ensure documentation accuracy for proposals and onboarding. Qualifications - Bachelor’s degree in Business, Communications, Marketing, or a related field preferred. - Demonstrated success in consultative selling, ideally within financial or professional services. - Strong understanding of business financials, basic tax structures, and operational bottlenecks. Requirements - Skilled at using needs-based discovery techniques to uncover hidden pain points. - Ability to navigate complex concerns regarding high-level advisory fees and service value. - Proficient in maintaining detailed records to support departmental handoffs. Ideal Candidate Profile - You are a strategic communicator who excels at converting interest into action. - You possess a strong understanding of business operations and financial pain points for companies scaling beyond $5M. - You are skilled at strategic questioning and can maintain a calm, authoritative presence during complex consultative conversations. Personality & Behavior - Strategic Thinker: Motivated by helping business owners gain clarity and control over their finances. - Persistent Nurturer: Disciplined in follow-up without being aggressive; focused on the long-term relationship. - Solution-Oriented: Able to diagnose forecasting gaps, tax burdens, and operational bottlenecks effectively. - Collaborative Partner: Views the Business Development Specialist (BDS) as an equal partner in moving leads through the funnel.