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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in outbound prospecting and relationship management, leveraging data-driven insights to optimize outreach strategies and generate qualified meetings. Proficient in using CRM tools and preparing impactful presentations for senior stakeholders.
Highest-signal resume keywords
Outbound ProspectingCRM ProficiencyData-Driven Decision MakingRelationship ManagementHealthcare Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales DevelopmentLead QualificationMarket ResearchData AnalysisAccount Management
Soft Skills
Clear CommunicationOrganizational SkillsSelf-Starter Attitude
Tools & Technologies
HubSpotLinkedIn Sales NavigatorPowerPointExcelZoom
Industry Keywords
HealthcareDigital HealthEmployee BenefitsDemand GenerationHigh-Growth Company Experience
About the role
Key responsibilities & impact- Proactively establish and manage relationships with new and prospective clients and consultants
- Research accounts and contacts, build targeted prospect lists, and prioritize outreach against revenue goals
- Run targeted outreach campaigns across email, LinkedIn, and other channels to generate qualified pipeline
- Qualify leads and book meetings for the Business Development team
- Use AI-powered tools such as Claude and LinkedIn Sales Navigator to research prospects and personalize outreach
- Research prospective accounts, consultants, and market intelligence to support the VP of Business Development and General Managers
- Prepare briefing documents and account summaries for sales calls, consultant meetings, and finalist presentations
- Capture and own follow-up items and action steps after sales calls
- Prepare PowerPoint decks for prospect, consultant, and client meetings
- Partner with Sales Enablement to keep messaging, collateral, and account intelligence current
- Coordinate with Marketing on lead handoff and campaign timing
- Support follow-up on webinars, content downloads, and events
- Maintain data hygiene in HubSpot, keeping records, activities, and pipeline stages accurate
- Optimize the tool stack, including HubSpot, LinkedIn Sales Navigator, Seismic, ZoomInfo, and Claude
- Build daily and weekly reporting and proactively report on outreach performance
- Use data to identify bottlenecks and optimize cadences, messaging, and targeting
- Perform other related responsibilities as assigned
Requirements
What you’ll need- Bachelor’s degree or equivalent practical experience
- 3–5 years of sales, business development, or demand generation experience
- Experience with outbound prospecting into employers, benefits consultants, brokers, or health plans is preferred
- Healthcare, digital health, or employee benefits industry experience is preferred
- Experience at an early-stage or high-growth company is preferred
- Proven ability to build and run successful outbound cadences and relationship-building efforts that generate qualified meetings
- Strong hands-on experience with CRM; HubSpot required
- Skilled at researching accounts and prospects and translating findings into clear, actionable briefs for senior stakeholders
- Highly data-driven, with a track record of using analytics to inform decisions, optimize outreach, and prove ROI
- Clear, concise written and verbal communication, including with senior HR, benefits, and consultant stakeholders
- Strong organizational skills, with the ability to manage multiple relationships, accounts, and deadlines at once
- Proficiency with PowerPoint, Excel, LinkedIn Sales Navigator, and Zoom
- Startup mentality: a self-starter who takes ownership of projects and is comfortable in a fast-paced, early-stage environment
Benefits
Comp & perks- Unlimited PTO
- Paid holidays
- Competitive salary and benefits package
