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

 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