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This is an entry-level, high-ownership role for someone who can follow a proven playbook, stay organized, and move quickly. You'll support our Physician Partnership team by handling inbound inquiries, executing high-volume outreach, and setting qualified appointments with physicians and practice stakeholders. You'll also support day-to-day sales, marketing, and client success operations—creating documents and presentations, preparing meeting materials, and keeping our CRM and internal tools clean and accurate. This role is ideal for an early-career sales professional who wants exposure to the full revenue lifecycle in healthcare tech.

What You'll Do

• Set qualified appointments with physicians and practice leaders using our outreach playbooks (phone, email, and social).
• Research prospective practices, build complete CRM profiles, and ensure data accuracy and follow-up tasks are captured.
• Design and produce polished documents, reports, and presentations for internal and external use.
• Collect and prepare information for meetings (agendas, notes, briefing docs, and follow-up action items).
• Support special projects across Sales, Marketing, and Success (process updates, templates, enablement materials).
• Answer the main phone line and respond to inbound inquiries with speed, warmth, and professionalism.
• Identify and recommend improvements to outreach workflows and enablement materials as you learn what works.

Key Responsibilities

• Own daily outbound activity targets and appointment-setting goals; track performance in CRM.
• Route inbound calls and requests to the right owner and close the loop so nothing drops.
• Maintain contact/account hygiene (notes, tags, sequences, call outcomes, next steps).
• Coordinate scheduling logistics for demos/intro calls; confirm attendance and reduce no-shows.
• Create/maintain meeting notes, proposals, one-pagers, and other support materials.
• Assist with list building and segmentation, light reporting, and campaign coordination as needed.
• Partner cross-functionally with Sales leadership, Marketing, Customer Success, and Management to execute priorities.

Requirements

• 1–3 years of sales, SDR/BDR, customer-facing, or business operations experience (not a brand-new graduate role).
• Comfortable with high-volume phone outreach and professional email communication.
• Strong writing, attention to detail, and ability to build clean, structured documents and decks.
• Highly organized, dependable, and able to follow SOPs while managing multiple tasks.
• Comfortable using CRM tools (HubSpot preferred) and common productivity tools (Google/Microsoft).
• Valid driver's license; willing to travel by car/plane as needed.

Preferred Qualifications

• Experience in healthcare, health tech, SaaS, or selling into physician practices.
• Experience with sales engagement tools and basic reporting.
• Demonstrated success hitting activity/appointment targets.
• A natural "process thinker" who enjoys improving templates, workflows, and playbooks.