Sales Executive - SMB

About the role

The Sales Executive - SMB drives revenue growth by identifying new business opportunities, building strong relationships, and expanding the company’s presence within the healthcare and outpatient care market. This role focuses on prospecting, lead qualification, and strategic outreach to prospective clients, broker/consultant firms and key partners while collaborating with cross-functional teams to meet sales targets and drive business growth.

Superivisory Responsibilities

No

Essential Job Functions

• Possess strong interpersonal, communication, and negotiation skills.
• Educate employers on the Direct Primary Care model and its financial and employee health benefits.
• Conduct outbound outreach via phone, email, LinkedIn, and virtual meetings.
• Respond to inbound employer inquiries and marketing-generated leads.
• Qualify employer prospects based on size, workforce needs, and benefits strategy.
• Schedule and support employer presentations and discovery meetings.
• Aid in proposal development, pricing discussions, and employer onboarding.
• Coordinate with clinical, operations, and implementation teams to ensure smooth launches.
• Maintain accurate records of sales activity, pipeline, and employer data in CRM systems.
• Meet or exceed activity, pipeline, and enrollment targets.
• Participate in local employer events, chamber meetings, and benefits fairs as needed.
• Work opportunities from beginning phase all the way through to contract signature.

Other Duties

• Supports the development of strategic sales initiatives and process improvements.
• Provides regular feedback on market trends, customer needs, and competitive activity to inform business strategy.
• Aids in the preparation of sales reports, performance metrics, and strategic recommendations.

Skills & Abilities

• Strong interpersonal, communication, and negotiation skills.
• Excellent analytical abilities with a keen understanding of market research and competitive analysis.
• Proficiency with CRM systems and sales analytics tools.
• Deep understanding of the healthcare industry, particularly outpatient care, and its regulatory environment.
• Ability to work both independently and collaboratively in a fast-paced, target-driven environment.

Education & Certifications

• Bachelor’s degree in Business, Marketing, Healthcare Administration, or a related field is required.
• Sales or industry-specific certifications are a plus.

Experience

• Minimum of 5 years of business development or sales experience, preferably in the healthcare or outpatient care industry.
• Proven track record of meeting or exceeding sales targets and developing lasting client relationships.

Physical Requirements

(The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the position’s essential functions.)

• Office or other indoor work with minimal physical demands such as occasionally lifting/moving materials less than 25 pounds.