Experience with Zoho CRM or any CRM system (e.g., Salesforce, HubSpot, Freshsales).
Experience building sales scripts or qualification processes from scratch.
Experience building dashboards or reports to track sales metrics.
Experience in health tech, health insurance, or B2B sales. Experience training or onboarding new sales team members.
Experience reactivating closed-lost leads or churned accounts.

Benefits

eam Leadership & Coaching

Lead and manage a team of Sales Development Associates (SDAs).
Hold regular check-ins to review performance, give feedback, and help team members improve.
Identify when someone is struggling and create a plan to help them get better.
Set clear targets and make sure the team knows what is expected of them.

Process & Script Development

Build and maintain the scripts that SDAs use when speaking with prospects (both inbound and outbound).
Clean up and improve the inbound qualification script, making sure it confirms details, explains how we got the prospect's information, and confirms interest.
Create and document the outbound sales development script. Write down the full SDA qualification process so that anyone can follow it.

Training & Development

Build a training program for new SDAs joining the team.
Prepare training materials, live test marking schemes, and recorded assessments.
Make sure new SDAs are ready to take calls before they go live. Provide ongoing training when scripts, products, or processes change.

Lead Management & Allocation

Allocate inbound leads across SDAs for qualification.
Manage lead lists from partners and ensure they are distributed fairly and efficiently.
Plan and manage how the team requalifies closed-lost leads and churned accounts to generate new opportunities.

Dashboard, Metrics & Reporting

Build and maintain dashboards to track team performance.
Monitor key metrics: leads, SQLs (Sales Qualified Leads), SALs (Sales Accepted Leads), rejection count, and conversion ratios (Lead:SAL, SQL:SAL).
Cut metrics by geography and individual SDA to spot trends and problems.
Use data to identify what is working, what is not, and where to focus improvement efforts.

Outbound Sales Development Planning

Plan and launch outbound prospecting — this is a new function that needs to be built.
Develop outbound scripts, target lists, and outreach sequences.
Set goals and measure success for outbound efforts separately from inbound

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