What are the responsibilities and job description for the Business Development Representative position at Convey Health Solutions?
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/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.
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 by 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/Health tech a plus)
- Comfortable with outbound prospecting, qualifying opportunities and building rapport with senior stakeholders.
- Strong written and verbal communication skills.
- Naturally curious, detail-oriented, motivated by learning and solving problems.
- Self-starter who thrives in a fast-paced evolving environment, while being proactive with follow-up and documentation.
- Excel fluency and CRM fluency (e.g., HubSpot, Salesforce).
- Experience with BI or analytics is a plus.
- Familiarity with RFP tracking tools, Medicare Advantage landscape or value-based care models is a plus.
Convey Health Solutions: is a healthcare technology and services company that specializes in providing integrated solutions for government-sponsored health plans, including Medicare, Medicaid, and commercial plans. The company focuses on enhancing the administration, compliance, and member engagement of health plans, offering scalable and flexible solutions that support health plan operations.
