Position Overview:

The Sales Lead Qualifier exists to protect and accelerate the productivity of SoftWave’s sales organization by serving as
the first human point of contact for inbound and outbound provider interest. This role qualifies medical providers,
gathers critical practice and financial information, and ensures that only high-quality, sales-ready opportunities are
handed off to Product Specialists. By acting as the bridge between marketing demand and sales execution, the Sales Lead Qualifier improves conversion rates, pipeline quality, and the overall provider experience.

Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Lead Outreach and Engagement (35–40%)

• Initiate rapid contact with inbound digital leads and targeted outbound prospects via phone, text, and email
• Serve as the first professional touchpoint representing SoftWave TRT
• Maintain urgency and responsiveness to maximize speed-to-lead and conversion

Strategic Lead Qualification and Rating (25–30%)

• Verify provider credentials and clinical alignment (MD, DC, PT, DPM, etc.)
• Identify ownership and decision-making authority
• Gather and analyze practice metrics such as patient volume, service mix, and revenue model (cash vs. insurance)
• Assess financial readiness and ROI potential for capital equipment investment
• Assign lead priority ratings to guide Product Specialist focus

Appointment Setting and Sales Handoff (15–20%)

• Schedule discovery calls, demos, or consultations between qualified providers and Product Specialists
• Prepare concise, high-quality CRM notes to ensure a seamless handoff
• Coordinate calendars and confirm appointments to reduce no-shows

CRM Management and Pipeline Hygiene (10–15%)

• Maintain accurate and detailed records of all outreach, conversations, and qualification data in the CRM
• Ensure leads are properly staged, tagged, and updated
• Follow up with unresponsive or stalled leads to maximize marketing ROI

Cross-Functional Feedback and Support (5–10%)

• Provide feedback to marketing on lead quality, trends, and objections heard in the field
• Support sales, marketing, or leadership initiatives, events, and special projects as needed

Qualifications:

Required:

• Minimum education: Bachelor’s degree in Business, Marketing, Healthcare Administration, or a related field (or equivalent professional experience).
• Minimum experience: 1–3 years of experience in appointment setting, lead qualification, or inside
• sales—ideally within the medical device, chiropractic, or physical therapy industries.
• Strong verbal and written communication skills with a professional phone presence
• High-volume call stamina and comfort spending the majority of the day on the phone
• Ability to quickly qualify, prioritize, and route leads based on defined criteria
• Experience using CRM systems to manage pipelines, document notes, and track activity
• Strong organizational skills with attention to detail and follow-through
• Understanding of sales funnels, marketing-generated leads, and conversion metrics
• Ability to work cross-functionally with sales, marketing, and operations teams

Preferred:

• Experience in healthcare, medical device, B2B, or regenerative medicine environments
• Proficiency in GoHighLevel (GHL) or similar CRM platforms
• Familiarity with cash-pay medical services, MSK, chiropractic, or physical therapy markets
• Proven ability to engage owners and senior clinical decision-makers

Physical Requirements:

 Sitting, standing and walking, which may be for extended periods of time
 Driving
 Hearing, in-person and through the telephone or electronic device (such as a computer)
 Speaking, in-person and through the telephone or electronic device (such as a tablet or computer)
 Visual acuity, both near (i.e. clarity of vision of approximately 20 inches or less) and far (i.e. clarity of vision of
approximately 20 feet or more)
 Regular and predictable attendance

The responsibilities outlined in this job description are intended to describe the general nature and level of work
performed by individuals assigned to this role. They are not intended to be an exhaustive list of all responsibilities,
duties, and skills required. Management reserves the right to amend and change responsibilities to meet organizational needs as necessary.

SoftWave TRT is an equal opportunity employer. We make employment decisions solely based on business needs, job requirements, and individual qualifications without regard to race, gender, religion, ethnicity, age, or any other status protected by the law.