Sales Associate

Overview

A 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.

Independent Contractor Perks:

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

Job Highlights:

• Hourly Rate: Equivalent of USD 8.70/hour in the applicants local currency
• Schedule: Monday - Friday, 9 am-1 pm Central Time (20 hours/week)
• Work Arrangement: Work from home
• Contract: Independent Contractor

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 the 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 doctors 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.

Side note:

Since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional pay rate is based on hourly rates and the rate depends on your performance in the application process.

Reminder:

Apply directly to the link provided; you will be redirected to BruntWork’s Career Site. You must apply using the provided link to complete the initial requirements, which include pre-screening assessment questions, a technical check of your computer, and a voice recording.

APPLICATIONS WITH COMPLETE REQUIREMENTS WILL BE PRIORITIZED.

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