Summary
ROMTech is a medical technology company transforming rehabilitation through innovative technology, medical devices, and telemedical platforms that deliver in-home rehabilitative care. The Prefronter supports business development and fundraising operations by conducting outbound outreach, qualifying prospective investors and professionals, scheduling appointments, maintaining CRM records, and supporting pipeline management.
Responsibilities
- Conduct high-volume outbound calls to company-provided lists of accredited investors, physicians, and other qualified prospects
- Initiate introductory conversations to present ROMTech's investment opportunity at a high level
- Assess prospect interest, alignment, and baseline qualification criteria
- Schedule and confirm presentation appointments for qualified prospects
- Maintain detailed, accurate, and timely records of all interactions within CRM systems
- Track outreach activity including call volume, appointments scheduled, and appointment attendance
- Collaborate with business development and closing teams to ensure a smooth transition of qualified prospects
- Follow approved scripts, compliance requirements, and outreach processes
- Meet or exceed established performance metrics related to calls, contacts, appointments, and productivity standards
- Maintain professionalism and confidentiality in all communications and business interactions
- Utilize CRM, communication tools, and reporting platforms to support outreach effectiveness and pipeline management
- Assist with data hygiene, record maintenance, and CRM updates
- Participate in team meetings, training sessions, coaching activities, and call reviews
- Provide feedback regarding outreach strategies, messaging effectiveness, and prospect responses
- Support administrative activities related to business development initiatives
- Performs other related duties as assigned to support operational and business needs
Skills
- Strong verbal communication and active listening skills
- Ability to engage professionally with investors, physicians, executives, and other high-level professionals
- Comfort with high-volume outbound calling and performance-based environments
- Strong attention to detail in documentation and recordkeeping
- Ability to manage repetitive tasks with consistency and accuracy
- Excellent written and verbal communication skills
- Proficiency with Microsoft 365 applications, CRM platforms, and communication tools
- Strong organizational and time-management skills
- Minimum of five (5) years of experience in telesales, business development, lead generation, appointment setting, or related outbound prospecting roles
- Demonstrated experience conducting cold outreach to physicians, executives, high-net-worth individuals, or similar professional audiences
- Ability to sit at a computer terminal for an extended period
- Moderate noise (i.e., phone calls, online meetings, computer audio)
- While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard
- Specific vision abilities required by this job include close vision requirements due to computer work
- Regular, predictable attendance is required
- Must be able to communicate clearly and professionally in both verbal and written formats
- Must be able to engage in active listening and express ideas effectively during telephone, virtual, and in-person conversations
- Experience working in investment, financial services, healthcare, or medical technology environments
- Familiarity with sales scripts, objection handling, and call frameworks
- Experience using CRM reporting, analytics, and pipeline tracking tools
- Knowledge of fundraising, investor relations, or capital-raising processes
- Experience in fundraising, capital raising, investor relations, or financial services environments
- Experience in startup, growth-stage, or entrepreneurial organizations
- Bachelor's degree in Business, Communications, Marketing, Finance, or a related field
- Professional sales, business development, or financial services certifications
Qualifications
Must Haves
- Strong verbal communication and active listening skills
- Ability to engage professionally with investors, physicians, executives, and other high-level professionals
- Comfort with high-volume outbound calling and performance-based environments
- Strong attention to detail in documentation and recordkeeping
- Ability to manage repetitive tasks with consistency and accuracy
- Excellent written and verbal communication skills
- Proficiency with Microsoft 365 applications, CRM platforms, and communication tools
- Strong organizational and time-management skills
- Minimum of five (5) years of experience in telesales, business development, lead generation, appointment setting, or related outbound prospecting roles
- Demonstrated experience conducting cold outreach to physicians, executives, high-net-worth individuals, or similar professional audiences
- Ability to sit at a computer terminal for an extended period
- Moderate noise (i.e., phone calls, online meetings, computer audio)
- While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard
- Specific vision abilities required by this job include close vision requirements due to computer work
- Regular, predictable attendance is required
- Must be able to communicate clearly and professionally in both verbal and written formats
- Must be able to engage in active listening and express ideas effectively during telephone, virtual, and in-person conversations
Nice to Haves
- Experience working in investment, financial services, healthcare, or medical technology environments
- Familiarity with sales scripts, objection handling, and call frameworks
- Experience using CRM reporting, analytics, and pipeline tracking tools
- Knowledge of fundraising, investor relations, or capital-raising processes
- Experience in fundraising, capital raising, investor relations, or financial services environments
- Experience in startup, growth-stage, or entrepreneurial organizations
- Bachelor's degree in Business, Communications, Marketing, Finance, or a related field
- Professional sales, business development, or financial services certifications
Benefits