Position Overview:
As a Sales Consultant you will play a key role in the client engagement process helping prospective clients understand how our services can address their pain points and improve their operations. All client interactions are inbound. there is no cold calling. Appointments are prescheduled based on your availability offering you maximum flexibility.
Key Responsibilities:
Client Engagement & Sales Process
- Conduct scheduled sales calls with prospective clients (no cold calls).
- Address client needs identify challenges and explore how our services can provide solutions.
- Follow up with clients via email to recap meetings and maintain ongoing communication.
- Document call notes and client interactions in the HubSpot CRM system.
- Prepare and send customized proposals using Proposify.
- Manage proposal acceptance project setup in and team briefing documents.
- Provide clients with materials needed to initiate projects with our team.
- Track and update project statuses in HubSpot.
Support & Communication
- Respond to inbound email and phone inquiries regarding services.
- Collaborate with internal staff to provide quotes and follow up with clients for additional service needs.
- Submit invoices for approved services and follow up on outstanding payments.
Qualifications:
- Proven experience in a sales or clientfacing role (preferably in healthcare consulting or B2B services)
- Excellent communication organization and followup skills
- Familiarity with CRM systems (HubSpot experience a plus)
- Ability to draft clear professional proposals (experience with Proposify a plus)
- Selfmotivated and able to work independently with flexible scheduling
- Strong attention to detail and ability to manage multiple client touchpoints
What We Offer:
- Remote work with flexible scheduling
- All appointments are prescheduled no cold calling
- Collaborative supportive team environment
- Opportunity to contribute to meaningful work that directly impacts client success