Schedule: Monday - Friday 9am-1pm Central Time (20 hours/week)

Position Overview
Sales associate is responsible for managing new leads, conducting introductory calls, and ensuring accurate tracking and follow-up within the CRM and scheduling systems. This role requires excellent communication, attention to detail, and the ability to coordinate between multiple team members and offices.

Key Responsibilities:

• Alerts and Notifications

• Monitor and respond to alerts received via email and text for new form submissions or lead activity.
  
  
• Opportunity Record Management
  • Create and maintain Opportunity records for all new leads.
  • Ensure Opportunity names follow the correct format
    
  
  
• Intro Call Execution
  • Conduct Intro Calls following established guidelines using a provided script 
  • Update Lead Status appropriately before, during, and after calls.
  • Send manual follow-up emails using approved templates.
  • Update Practos notes section with details of call
  
  
• Contact and Opportunity Updates
  • Maintain accurate contact information, including:
    • Lead Status
    • Preferred Physician
    • Preferred Location
    • Number of children and expecting status
    • Due Date, if applicable
    • Opportunity Source
  • Update Opportunity records to reflect lead progression and pipeline stage.
  
  
• No Show and Follow-Up Management
  • Track leads who do not respond to scheduled calls or automated messages.
  • Update Lead Status to Intro - No Show and perform manual follow-up as needed.
  
  
• Scheduling and Coordination
  • Schedule appointments and follow-ups in the applicable doctor's calendar.
  • Coordinate with doctors and MAs to ensure coverage and proper follow-up.
  
  
• New Patient Onboarding
  • If the lead joins:
    • Update Doctor and Location assigned.
    • Update Lead Status to Joined.
    • Ensure completion of New Patient forms, Spruce setup, and related tasks.
    • Update Date of Enrollment.
  • If the lead does not join:
    • Update Lead Status to M&G Completed - Not Joining.
    • Update Contact Type to Past Patient.
    • Record Unenrollment Date and Reason for Leaving.
    
    
• Long-Term Lead Management
  • Identify unresponsive contacts after two months and update the New Pipeline Stage to Abandoned.
  • Ensure workflows automatically update the New Pipeline based on Lead Status.
  
  
• Workflow Integration
  • Monitor automated workflows that update Business Practice.
  • Receive alerts for all new internal or web form submissions.
    
  
  

Qualifications:

• Strong organizational and English communication skills.
• Must have experience with CRM systems, including terminology and troubleshooting (client uses Practos)
• Ability to manage multiple priorities and follow up diligently.
• Detail-oriented and able to maintain accurate records.

 

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Steady freelance job