Business Development Representative (HIM & Provider Outreach) – Job Duties

Outbound Prospecting & Activity Expectations

• Make 100+ outbound calls daily to Hospitals, Physician Groups, and Medical Practices.
• Execute targeted outreach to HIM Directors, Health Information Management leaders, Directors of Operations, Office Managers, Administrators, and Compliance leaders.
• Maintain consistent daily/weekly activity metrics (calls, conversations, scheduled meetings).

Appointment Setting & Lead Qualification

• Identify decision-makers responsible for Release of Information, HIM operations, Medical Records, Compliance, or Practice Management.
• Deliver a concise, value-driven pitch that clearly communicates ChartMate’s ROI Services and Automation tools.
• Qualify leads based on organization size, ROI pain points, current vendor, contract term, and volume.
• Schedule meetings (virtual or onsite) for the Sales Team with qualified prospects.
• Confirm meetings, send calendar invites, and ensure all relevant prospect information is passed to Sales.

Market Research & Target List Development (For Remote Reps team) 

• Research Hospital HIM departments, Medical Groups, and Office Managers to build and maintain an accurate prospecting list.
• Identify independent hospitals, private physician groups, and organizations not using ChartMate.
• Monitor competitor presence (e.g., MRO, ShareCare, Verisma, DataVant, Provider 1st, HealthMark).
• Research insights on industry trends, provider workflows, and ROI pain points to improve outreach effectiveness.

Messaging, Pitching & Objection Handling

• Follow an approved outreach script while customizing messaging by prospect type (Hospital vs. Physician Group).
• Communicate ROI workflow improvements, Faster Turnaround Times, Pricing Models, Patient Portal, and Automation Tools.
• Handle common objections such as "We already have an ROI vendor," "We do it internally," or "We’re under contract."
• Clearly explain what differentiates ChartMate (service, technology, client support, compliance).

Collaboration with Sales & Leadership

• Work closely with the Sales Team to ensure smooth hand-off of qualified leads.
• Participate in weekly pipeline reviews and strategy sessions (as needed).
• Provide front-line feedback on messaging effectiveness and market response.
• Help refine target lists and outreach strategies based on results.

Professionalism, Compliance & Brand Representation

• Represent ChartMate professionally in all interactions with healthcare staff.
• Understand HIPAA considerations enough to communicate responsibly (no PHI is handled).
• Protect ChartMate’s brand reputation by delivering respectful, informed outreach.
• Ensure all communications adhere to regulatory and organizational standards.