Summary
Health-E Commerce is an online marketplace for FSA- and HSA-eligible products that partners with healthcare and benefits organizations. The Business Development Representative will build outbound pipeline, generate qualified meetings, and support the acquisition of new partners through prospecting, personalized outreach, CRM management, and performance optimization.
Responsibilities
- Identify, research, and verify contacts for targeted prospects
- Maintain and enrich CRM data to ensure accuracy and completeness
- Determine decision-makers in Marketing, Client Experience, Operations, and Executive roles
- Conduct personalized outreach through email and phone
- Customize outreach messaging to address each prospect specific needs and competitive context
- Record outreach activities and engagement details in the CRM system
- Consistently generate qualified meetings for the VP of Sales per week
- Qualify prospects by assessing interest, fit, and readiness
- Maintain a meeting show rate of at least 80% through structured follow-up
- Schedule discovery and presentation meetings, providing detailed handoff notes to the VP of Sales
- Work collaboratively within the organization to improve targeting, messaging, and outreach cadence strategies
- Participate in weekly pipeline and performance reviews
- Track and optimize conversion rates throughout all stages of outreach
- Contribute to ongoing improvements in outreach scripts, templates, and workflows
Skills
- Minimum of 1–3 years' experience in a BDR, SDR, inside sales, or outbound lead generation role
- Proven record of generating qualified B2B meetings
- Strong research skills and experience in contact identification
- Excellent written and verbal communication skills
- Experience using CRM systems, with a preference for Salesforce or HubSpot
- Ability to personalize outreach at scale and manage high-volume activity
- Comfortable engaging with executive-level contacts
- Must be able to work EST hours
- Experience in benefits administration, healthtech, fintech, or e-commerce
- Familiarity with TPAs or the consumer-directed benefits ecosystem
- Experience using LinkedIn Sales Navigator, Outreach.io, or similar sales enablement tools
- Understanding outbound funnel metrics and pipeline development
Qualifications
Must Haves
- Minimum of 1–3 years' experience in a BDR, SDR, inside sales, or outbound lead generation role
- Proven record of generating qualified B2B meetings
- Strong research skills and experience in contact identification
- Excellent written and verbal communication skills
- Experience using CRM systems, with a preference for Salesforce or HubSpot
- Ability to personalize outreach at scale and manage high-volume activity
- Comfortable engaging with executive-level contacts
- Must be able to work EST hours
Nice to Haves
- Experience in benefits administration, healthtech, fintech, or e-commerce
- Familiarity with TPAs or the consumer-directed benefits ecosystem
- Experience using LinkedIn Sales Navigator, Outreach.io, or similar sales enablement tools
- Understanding outbound funnel metrics and pipeline development
Benefits
- Meeting-based bounty
- Quarterly consistency bonus
- Discretionary Annual Bonus Eligibility: Up to 2.5%
- Medical, Dental, Vision, and 401K with a company match
- Dependent Care, FSA & HSA accounts
- Paid Parental & Bonding Leave
- PTO & office closure on all major holidays
- Monthly wellness & internet reimbursements
- Professional development including certification support & leadership coaching
- Mental Health resources
- 100% remote within the United States