Job Type
Full-time
Description
This role is responsible for driving
top-of-funnel performance by generating and scheduling
high-quality, qualified appointments with specialty healthcare practices.As a Strategic Business Representative (SBR), you are not just setting meetings-you are the
first impression of our firm and the
trigger for meaningful business conversations.You will engage physician-owned practices and administrators through outbound and inbound efforts, identify potential gaps or risks in their current IT environment, and position our team for a strategic consultation.Success in this role is measured not only by
appointment volume, but by
appointment quality, sit rates, and pipeline contribution-ensuring meetings convert into real revenue opportunities.
What Makes This Role DifferentThis is not a traditional appointment-setting role.You will:
- Engage healthcare decision-makers with business-focused conversations-not scripts alone
- Create curiosity and urgency around risk, inefficiency, and operational impact
- Represent a highly differentiated MSP model (no hidden fees, no labor charges, true partnership approach)
- Play a direct role in improving conversion rates across the sales funnel
Core Responsibilities Appointment Generation & Qualification
- Book a minimum of 10-20 qualified appointments per month with healthcare decision-makers
- Maintain a 65%+ appointment sit rate through proper qualification and confirmation
- Ensure all meetings meet defined Ideal Customer Profile (ICP) criteria
Outbound Prospecting Execution
- Complete daily outbound activity (targeting approximately 100 calls per day)
- Execute multi-touch campaigns (calls, email, LinkedIn) aligned to company cadence
- Utilize messaging that creates curiosity, urgency, and relevance
Inbound Lead Management
- Respond promptly to inbound inquiries
- Qualify prospects based on size, structure, and fit
- Schedule discovery meetings with appropriate sales representatives
Appointment Coordination & Follow-Through
- Confirm, prepare, and coordinate all scheduled appointments
- Send pre-meeting materials and set expectations with prospects
- Follow up on no-shows and cancellations to reschedule promptly
CRM & Activity Management
- Maintain detailed, accurate notes and activity tracking in CRM
- Complete all assigned tasks and workflows on time
- Ensure data integrity across all prospect and account records
Continuous Improvement & Training
- Participate in regular huddles, weekly meetings, and coaching sessions
- Stay current on campaigns, messaging, and healthcare market trends
- Continuously refine call approach, objection handling, and engagement tactics
Event & Data Support
- Assist with trade shows, events, and booth staffing as needed
- Support list building, data validation, and CRM cleanup efforts
Success MetricsYou will be evaluated on:
- Qualified Appointments Booked (10-20/month target)
- Appointment Sit Rate (65%+ target)
- Conversion to Sales Pipeline
- Activity Levels (calls, touches, follow-ups)
- CRM Accuracy & Compliance
- Contribution to Overall Funnel Performance
Why Join Us
- Work with a highly differentiated, nationally recognized MSP
- Be part of a collaborative, team-first sales culture
- Gain exposure to healthcare business leaders across the country
- Clear path for growth into Sales Representative or Account Manager roles
Requirements
Ideal Candidate ProfileExperience
- 1-3 years in sales development, appointment setting, or outbound prospecting
- Experience in B2B, healthcare, or IT services preferred
Skills & Attributes
- Strong communication and conversational intelligence
- Ability to engage decision-makers and navigate gatekeepers
- High activity discipline with strong organization skills
- Coachable with a desire to continuously improve
- Comfortable working in a structured, process-driven environment
Mindset
- You are proactive, not reactive
- You focus on quality conversations, not just activity volume
- You take ownership of results and follow-through