Outbound Outreach & Lead Qualification Contact existing customers and warm leads via email, phone, and other channels to promote platform migration
Identify and qualify migration-ready accounts based on defined criteria
Maintain timely, accurate follow-up cadences to move leads through the pipeline
Personalize outreach messages to resonate with different customer segments and needs
Migration Booking & Pipeline Management Manage and update CRM records (contacts, activities, pipeline stages) after every customer interaction
Track weekly booking targets and report progress against goals to the Head of Customer Support
Identify and escalate at-risk or complex migration cases to the appropriate support or technical team
Customer Education & Objection Handling Communicate clearly the value, process, and timeline of migration to customers with varying technical backgrounds
Address common objections (timing, complexity, readiness) with confidence and empathy
Share relevant user testimonials, guides, and resources to build customer confidence in the migration process
Cross-functional Collaboration Work closely with Customer Support, Migration Customer Experience, and Product teams to align migration messaging
Relay customer feedback and recurring objections to help improve migration materials and processes
Participate in team meetings, training sessions, and product updates to stay current on Nordhealth’s offering
Requirements
Knowledge Understanding of SaaS or healthcare technology products is advantageous but not required