Job Title: Business Development Representative
Position Summary:
As a Business Development Representative (BDR), you’ll serve as a critical link between marketing and sales—fueling pipeline growth, accelerating lead conversion, and supporting Sales Executives with strategic and tactical execution. This role combines inside sales effort, conference and field engagement, and sales enablement to support the full buyer journey.
You’ll be a vital player in our revenue engine: managing outreach, identifying emerging RFP opportunities, surfacing competitive intelligence, and contributing to a mission-driven team that delivers high-value solutions to health plans and other strategic partners.
Essential Duties and Responsibilities
Lead Generation & Market Intelligence
- Conduct initial discovery calls to understand plan priorities, budget sensitivity, and solution needs.
- Monitor the market for relevant RFPs or procurement activities aligned with our offerings and share early intelligence with the sales team.
- Maintain and refine targeted outreach lists in collaboration with marketing.
- Identify early buying signals and qualify leads for Sales Executive follow-up.
- Capture and share competitive insights to support pricing and positioning.
Sales Process Support
- Partner closely with Sales Executives to support pre-sales activities, follow-ups, and stakeholder mapping.
- Assist in gathering reference materials, case studies, and documentation.
- Maintain CRM hygiene—logging stakeholder details, meeting notes, and next steps.
- Draft follow-up emails, meeting summaries, and “snackable” client resources.
- Prepare briefing documents and internal handoff summaries to implementation teams.
Prospect Engagement & Administrative Support
- Support communication with prospects and clients across all phases of the deal cycle.
- Help schedule and prepare materials for prospect/client meetings, check-ins, and demos.
- Monitor account activity and flag opportunities for deeper engagement or upsell.
- Track feedback and help surface service issues or retention risks early.
Cross-Functional Collaboration
- Collaborate with marketing, product, and operations teams to ensure prospecting efforts are aligned with campaigns and content strategy.
- Prepare for and support field activities like industry conferences and client events.
- Monitor account engagement metrics and flag trends that may impact sales strategy or handoff timing.
- Document insights to ensure a seamless transition from sales to implementation.
Education and Experience
- Bachelor’s Degree in Business, Marketing, or other related fields
- 2+ years in a BDR, sales associate, or client development role (healthcare/healthtech a plus)
- Comfortable with outbound prospecting, qualifying opportunities, and building rapport with senior stakeholders
- Strong written and verbal communication skills
- Naturally curious, detail-oriented, and motivated by learning and solving problems
- Self-starter who thrives in a fast-paced, evolving environment), and proactive with follow-up and documentation
- Excel fluency, CRM fluency (e.g., HubSpot, Salesforce)
- Experience with BI or analytics is a plus
- Bonus: Familiarity with RFP tracking tools, Medicare Advantage landscape, or value-based care models
Knowledge, Skills, and Abilities
- Good written, verbal and interpersonal communication skills.
- Excellent organizational skills and attention to detail.
- Excellent documentation skills.
- Team player.
- Requires analytical / problem-solving skills
- Hands on individual with strong work ethic combined with solid managerial skill set.
- Strong attention to detail and ability to meet aggressive deadlines
- Ability to effectively present information to top management, public groups, and/or boards of directors.
- Skill in communication and interpersonal skills sufficient to exchange or convey information and to receive work direction.
- Skill in organizing and prioritizing tasks.
- Must be able to multi-task and think quickly.
- Ability to analyze data and prepare reports.
- Ability to understand and carry out complex oral and written instructions.
- Ability to interact professionally and maintain effective working relationships with superiors, coworkers, customers, and others.
- Ability to work in an environment with many interruptions.
- Ability to be flexible and juggle many assignments or projects at the same time.
- Ability to manage open requests and follow up when necessary without outside direction.
- Ability to constantly meet deadlines.
- Ability to read and interpret documents including safety rules, operating and maintenance instructions, procedure manuals and general correspondence.
- The ability to generate positive relationships with internal and external business associates as well as foster a team environment through excellent leadership and management skills.
- Strong change management skills and ability to thrive in a dynamic and fast-paced environment.
The expected base salary for this position ranges from $70,000-75,000 with an additional commission structure. We do consider a wide range of factors when making offer decisions, including (but not limited to) the scope and responsibilities of the position, a candidate’s relevant skills, training, experience, education and where applicable, licensure and certifications obtained. We also consider organizational and market factors when making offer decisions.
Equal Employment Opportunity Statement:
Convey Health Solutions is an Equal Opportunity Employer committed to fostering an inclusive and diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local laws.
Convey Health Solutions also provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable laws. Applicants requiring accommodation during the application or interview process should contact the Human Resources department.
The Convey Health Solutions family of companies, including Pareto Intelligence™, delivers a powerful combination of purpose-built technology, advanced analytics, and expert services to help health plans thrive in a complex, post, Affordable Care Act environment.
As a trusted partner to Medicare and commercial payers, we provide scalable, compliant solutions that span the entire member lifecycle, from enrollment and billing to risk adjustment, Stars performance, and member engagement. Pareto’s deep analytics and financial intelligence complement Conveys’ operational expertise, enabling our clients to improve performance, reduce costs, and create better healthcare experiences for millions of Americans, especially seniors and vulnerable populations.
Together, we help health plans scale smarter, grow stronger, and make healthcare work better for the people who need it most.
Learn more at www.ConveyHealthSolutions.com.