• Maintain accurate and up-to-date CRM records for opportunities, contacts, partners, agencies, contract vehicles, and customer interactions. • Track opportunity stages, due dates, next steps, owners, estimated values, probability, and capture status. • Support weekly pipeline reviews by preparing updates, identifying stale opportunities, and flagging missing information. • Ensure every qualified opportunity has a clear owner, next action, timeline, and decision point. • Conduct research on federal agencies, programs, contract vehicles, recompetes, forecasts, budgets, incumbents, and procurement activity. • Monitor sources such as SAM.gov, agency forecasts, SPRUCE (VA), GSA, NASA SEWP, FPDS, GovWin or similar tools, and relevant industry updates. • Support early-stage capture activities by gathering information on customers, incumbents, competitors, partners, and contract history. • Assist with opportunity qualification using MO’s bid/no-bid criteria.

• Perform account management for JLL's Real Estate Due Diligence (JREDD) clients • Drive revenue growth by managing business development activities • Support JREDD business leaders in pursuing strategic opportunities • Create and manage pursuit lists using internal networks and third-party B2B services • Execute campaigns to generate new opportunities • Manage the complete sales cycle from outreach to contract closure • Develop and present proposals to prospective clients • Maintain relationships with existing JREDD clients • Ensure service goals and objectives are established and achieved • Implement corrective action plans when service delivery varies from expectations

• Develop and execute a business development strategy • Serve as point of contact for strategic national end-user accounts • Own development and growth of the anchors business • Lead and mentor a team of Anchor Specialists • Monitor and manage the national opportunity pipeline • Build and maintain relationships with key end users and contractors • Collaborate with cross-functional teams to deliver customized solutions • Regularly analyze market opportunities and trends • Represent DEWALT at industry events

Role Description We're looking for an outgoing, confident, and highly motivated Healthcare Appointment Setter/Business Development Representative to support our client's growing referral network. - Conduct outbound calls to pre-qualified healthcare referral partners. - Introduce the organization's home healthcare services and generate interest. - Identify, qualify, and connect with healthcare decision-makers. - Schedule qualified meetings for the business owners. - Build and nurture relationships with referral partners through consistent follow-up. - Professionally handle gatekeepers, objections, and initial rejections. - Maintain accurate prospect records in Zoho CRM. - Document call outcomes, notes, and next steps. - Schedule and manage follow-up activities. - Track and manage the referral partner pipeline. - Use Zoom Phone for outbound calling. - Provide regular reports on outreach activities and appointment-setting results. - Assist with general administrative tasks as needed. - Conduct lead research and prospecting for future outreach campaigns. - Expand and maintain the referral prospect database as outreach efforts grow. Qualifications - Experience in healthcare sales, appointment setting, business development, or outbound prospecting. - Hands-on experience using Zoho CRM (required). - Strong outbound calling and relationship-building skills. - Excellent verbal and written English communication skills. - Comfortable speaking with healthcare professionals and business decision-makers. - Experience booking appointments and managing follow-up pipelines. - Ability to confidently navigate gatekeepers and overcome objections. - Strong organizational skills with excellent attention to detail. - Accurate CRM documentation and record management. - Self-motivated, proactive, and results-oriented. - Professional, confident, and personable communication style. - Able to work independently with minimal supervision. - Reliable, accountable, and consistent. Requirements - Must speak and write English clearly and professionally. - Must have relevant work experience. - Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory). - Must be available to attend video meetings with camera on when required. Technical Requirements - Computer: Reliable laptop or desktop computer. - Internet: Stable high-speed internet connection (minimum 25 Mbps). - Audio: Noise-canceling headset. - Video: Working webcam for virtual meetings. - Workspace: Quiet and professional work environment. Benefits - Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. - Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. - HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients. - Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. - Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. - Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. - Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. - Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.