Sales Representative - Providers

Responsibilities

Sell

• Manage a pipeline of leads in HubSpot, including inbound interest, warm marketplace leads, and outbound prospects.
• Run discovery calls to understand providers’ capacity, enrollment goals, current tools, and pain points.
• Match providers to the appropriate product tier and pitch the product lineup.
• Handle objections about pricing, timing, and other concerns with empathy and specificity.

Guide

• Lead providers through the purchase and onboarding process, including account setup, listing claims, product configuration, and initial wins.

Drive Success

• Follow up after the sale to confirm providers are actively using their purchases.
• Identify upsell and cross-sell opportunities based on product usage.
• Spot at-risk accounts early and flag them before churn.

HubSpot Process

• Log calls, emails, meetings, and texts in HubSpot.
• Maintain accurate deal stages, next steps, and close dates.
• Use HubSpot sequences, tasks, workflows, and meeting tools to manage follow-up.
• Report funnel conversion rates by stage, cycle time, and closed revenue.

Requirements

• 1–3+ years of experience in sales, account executive, BDR/SDR, or another customer-facing role, ideally in SaaS or marketplaces.
• Working fluency in HubSpot, including pipeline management, activity logging, sequences, workflows, meeting tools, and basic reporting.
• Strong phone and video presence, with the ability to cold-call small business owners and quickly earn their trust.
• Organized and self-directed, with the ability to manage a book of business independently.

Nice to Have

• Experience in early childhood education, childcare, edtech, or selling to small business owners.