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Manage a high-volume portfolio of core accounts, driving retention, platform adoption, customer satisfaction, and proactive engagement. Monitor account health, address issues before renewal risks emerge, coordinate with Sales on expansion opportunities, and collaborate with Finance, Support, and Product to resolve concerns and improve customer processes.

Own the mid-market healthcare provider segment and manage full-cycle consultative sales. Responsibilities include self-sourcing pipeline, conducting discovery, reframing compliance needs, closing multi-stakeholder deals, partnering with Customer Success during handoff, maintaining HubSpot records, tracking territory performance, and staying current on the platform, competition, and healthcare regulations.

Serve as the primary technical contact for customers evaluating or migrating between compliance platforms. Lead technical discovery, deep-dive demonstrations, sandbox development, configuration, migration planning, documentation, and implementation support. Partner with Customer Success, Product, and Engineering to facilitate successful migrations, communicate customer feedback, and translate technical capabilities into business value for technical and economic buyers.

The Business Development Representative is responsible for prospect outreach, lead qualification, pipeline development, scheduling meetings, and managing CRM data to support sales efforts in a SaaS healthcare compliance environment.