Position Overview

Excello BPO is seeking a high-performing Sales Representative to support one of our clients within their Weight Loss Program (WLP).

This is a revenue-focused, patient-facing role responsible for converting inbound leads, driving enrollments, managing renewals, and supporting retention initiatives. The selected candidate will own the full sales cycle while ensuring operational accuracy and a seamless client experience.

This position requires strong closing skills, structured follow-up, accountability for revenue goals, and the ability to work within defined systems and KPIs.

Key Responsibilities

Sales & Lead Management

• Respond promptly to inbound leads via WhatsApp, Instagram, RingCentral, and email

• Conduct structured consultations explaining program structure, pricing, expectations, and benefits

• Handle objections confidently and guide prospects toward enrollment

• Execute follow-up sequences to drive urgency and close sales

• Maintain accurate pipeline tracking within HubSpot and internal reporting tools

• Meet and exceed monthly enrollment targets

Patient Onboarding & Coordination

• Schedule consultations, bloodwork, medication check-ins, and follow-up appointments

• Coordinate with clinical staff to ensure timely processing of orders and prescriptions

• Maintain accurate records across Acuity, Tebra, Asana, and client systems

• Ensure smooth onboarding from enrollment through activation

Revenue & Retention Management

• Maintain the WLP Master Sheet, tracking active patients, renewals, cancellations, and revenue performance

• Proactively manage subscription renewals and reduce churn

• Identify at-risk patients and execute retention outreach strategies

• Convert potential cancellations into retention opportunities

Billing & Subscription Oversight

• Monitor failed or declined payments and proactively resolve issues

• Ensure accurate subscription setup and financial tracking

• Escalate billing issues as required

Performance & Reporting

• Track conversion rates, sales activity, retention metrics, and pipeline health

• Maintain accurate dashboards and documentation

• Provide feedback to optimize scripts, workflows, and patient journey

• Contribute to monthly forecasting and performance reviews

Candidate Profile

• Proven sales experience with strong closing skills

• Ability to manage the full sales cycle independently

• Strong objection-handling and consultative communication skills

• Highly organized with strong attention to detail

• Comfortable working in a performance-driven environment

• Experience in healthcare, wellness, or subscription-based models preferred

• Familiarity with CRM systems and reporting dashboards

• Results-oriented with accountability for revenue and retention