Business Development Representative at HealthEvolution

About the Role  

Reporting to the department SVP, the Business Development Representative (BDR) will be the backbone of the Payer, Provider, Life Sciences team.  The BDR will support sales by marketing/keeping salesforce up to date/pulling reports/ proposing ideas to generate sales business, create Fellowship invitations/ keep executives’ calendars organized to optimize revenue generation/keep BOX notes accurate and up-to-date.   

Key Performance Indicators Include:

• Supports and works effectively with all team members within the Fellowship Partnership team to achieve/exceed revenue goals
• Owns an effective process that provides weekly updates for the sales team to accurately track progress against sales goals
• Prepares for weekly Pipeline meetings with data that allows sales leaders to effectively prioritize their time and focus
• Creates and maintains effective and accurate Salesforce dashboards and reports
• Makes sure Salesforce records are consistently up to date and accurate
• Assist the VP in supporting the team to achieve goals

Key Functions Include:

Support, Documentation, Forecasting

• Manage pipelines in Salesforce  to accurately record progress; track against agreed upon goals, and forecast effectively
• Develop strong prospect and target lists within salesforce across multiple products – Forum, events, media programs, etc.
• Ensure that all sales activity is tracked effectively within Salesforce  and within Box – for example taking notes on calls, organizing notes effectively in Box, and linking those notes within salesforce
• Create and maintain Salesforce dashboards and reports, as it relates to sales against goals and effective forecasting. Report weekly
• Manage Fellowship invitation and contract process – develop proposals and contracts as needed, working in conjunction with accounting on invoicing and tracking unpaid invoices
• Maintain organization of business development and Fellowship related materials and information
• Maintain client database in Salesforce so that sponsor records and contacts are continually up to date

Strategy

• Collaborate with the team to develop an effective go-to-market sales strategy for each product/event
• In collaboration with the team, research and identify new sponsor prospects that make sense for Health Evolution

Communication

• Assist with call scheduling for VP as needed
• Attend and take notes on Business Development calls. Link box notes to salesforce effectively.
• As needed, create Fellowship communications for both prospects and current sponsors across all lines of business
• Manage process to service incoming leads and potential sponsors effectively

Additional Areas of Support

• Help maintain a strong, fun, inclusive office culture including celebrations and team outings
• Help the team to prepare for in person events and be available to help onsite at these events as needed