Regional Business Development Executive

New Business Development & Pipeline Advancement

• Serve as a senior regional resource for sourcing, qualifying, and advancing new business opportunities across the TruBridge portfolio
• Proactively source and qualify new business opportunities through outbound calls, email campaigns, social engagement, and industry networking
• Conduct early discovery to determine fit, need, urgency, and alignment with the TruBridge portfolio
• Convert marketing-generated leads into qualified pipeline and schedule discovery meetings for Enterprise Account Executives (EAEs)
• Identify and engage key decision-makers—including C-level leaders—within hospitals, health systems, and affiliated organizations
• Partner closely with Regional EAEs to support territory growth strategies, whitespace coverage, and lead prioritization
• Maintain detailed documentation of outreach activity, discovery notes, and qualification stages in Salesforce and Gong according to sales policies and processes
• Engage TruBridge Specialists, Demo Specialists, Sales Management, and Operations teams as needed to maximize win potential
• Interface Sales Support, Transactional Sales & Order Management

Sales Support, Transactional Sales & Order Management

• Oversee and support interface and small-transaction sales activity, serving as an escalation point for more complex requests
• Apply best-practice judgment to documentation review, specifications, pricing considerations, and workflow design coordination
• Manage incoming interface and small-transaction sales requests submitted via website, ICMS, or Sales
• Review documentation and performance expectations; request new or updated specifications when needed
• Cook up design reviews for specialized workflows (e.g., Lab, 340B, EFM)
• Generate customer quotes, request deposits or POs, and prepare contract addenda as appropriate
• Manage Salesforce and Big Brother customer profiles with updated contacts, pricing, and order details
• Manage sales order adjustments, cancellations, termination requests, and invoice inquiries
• Provide specialty support for hardware, EPCS, client sponsorship requests, and related operational needs
• Ensure all pricing, contract modifications, and order documentation comply with TruBridge approval, pricing, and contracting policies

Client Relationship Support & Customer Advocacy

• Act as a trusted advisor to clients during early engagement, expansion discussions, and issue resolution scenarios
• Assist Enterprise Account Executives and Client Excellence (SAM) teams with customer outreach during onboarding, implementation, and ongoing lifecycle stages
• Help identify whitespace opportunities, expansions, and upgrades within existing clients
• Participate in “concern event” calls, escalate client issues appropriately, and monitor follow-up actions
• Absorb and contribute to improving NPS by helping gather feedback, address concerns, and support proactive outreach
• Promote awareness of regulatory updates, state mandates, Compliance guidance, and “Known Issues” releases
• Maintain updated client profiles, contacts, and health indicators within Salesforce and Big Brother

Mentorship, Enablement & Best Practices

• Serve as a mentor and day-to-day resource for Regional Business Development Analysts
• Share best practices related to discovery, qualification, Salesforce hygiene, and client engagement
• Provide informal coaching and feedback to improve analyst performance, confidence, and commercial acumen
• Support onboarding and training efforts for new Analysts
• Contribute feedback to Sales Leadership on process improvements, tooling needs, and regional trends

Essential Functions

• Drive high-quality pipeline creation, outbound activity, and conversion to qualified opportunities
• Support both net-new growth and retention objectives
• Provide accurate, timely documentation of all client and prospect interactions in Salesforce
• Demonstrate strong collaboration with Sales, Client Excellence, Operations, and Product teams
• Maintain exceptional customer advocacy and represent TruBridge professionally in all interactions
• Support both new business and retention goals across the region
• Own assigned regional lead flow and small-transaction revenue targets
• Consistently meet or exceed activity, pipeline, and conversion benchmarks