Regional Business Development Executive

Responsibilities

• New Business Development & Pipeline Advancement
• Serve as a senior regional resource for sourcing, qualifying, and advancing new business opportunities across the TruBridge portfolio
• Proactively source and qualify new business opportunities through outbound calls, email campaigns, social engagement, and industry networking.
• Conduct early discovery to determine fit, need, urgency, and alignment with the TruBridge portfolio.
• Convert marketing-generated leads into qualified pipeline and schedule discovery meetings for Enterprise Account Executives (EAEs).
• Identify and engage key decision-makers-including C-level leaders-within hospitals, health systems, and affiliated organizations.
• Partner closely with Regional EAEs to support territory growth strategies, whitespace coverage, and lead prioritization.
• Maintain detailed documentation of outreach activity, discovery notes, and qualification stages in Salesforce and Gong according to sales policies and processes.
• Engage TruBridge Specialists, Demo Specialists, Sales Management, and Operations teams as needed to maximize win potential.
• Interface Sales Support, Transactional Sales & Order Management
• Oversee and support interface and small-transaction sales activity, serving as an escalation point for more complex requests.
• Apply best-practice judgment to documentation review, specifications, pricing considerations, and workflow design coordination.
• Manage incoming interface and small-transaction sales requests submitted via website, ICMS, or Sales.
• Review documentation and performance expectations; request new or updated specifications when needed.
• Coordinate design reviews for specialized workflows (e.g., Lab, 340B, EFM).
• Generate customer quotes, request deposits or POs, and prepare contract addenda as appropriate.
• Maintain Salesforce and Big Brother customer profiles with updated contacts, pricing, and order details.
• Manage sales order adjustments, cancellations, termination requests, and invoice inquiries.
• Provide specialty support for hardware, EPCS, client sponsorship requests, and related operational needs.
• Ensure all pricing, contract modifications, and order documentation comply with TruBridge approval, pricing, and contracting policies.
• Client Relationship Support & Customer Advocacy
• Act as a trusted advisor to clients during early engagement, expansion discussions, and issue resolution scenarios.
• Support ongoing client engagement by identifying educational needs, adoption challenges, and improvement opportunities.
• Assist Enterprise Account Executives and Client Excellence (SAM) teams with customer outreach during onboarding, implementation, and ongoing lifecycle stages.
• Help identify whitespace opportunities, expansions, and upgrades within existing clients.
• Participate in "concern event" calls, escalate client issues appropriately, and monitor follow-up actions.
• Assist with organizing and supporting Regional User Seminars and client networking opportunities.
• Contribute to improving NPS by helping gather feedback, address concerns, and support proactive outreach.
• Promote awareness of regulatory updates, state mandates, Compliance guidance, and "Known Issues" releases.
• Maintain updated client profiles, contacts, and health indicators within Salesforce and Big Brother.
• Mentorship, Enablement & Best Practices
• Serve as a mentor and day-to-day resource for Regional Business Development Analysts.
• Share best practices related to discovery, qualification, Salesforce hygiene, and

Benefits

Additional Information

The Regional Business Development Consultant is a region-aligned commercial resource responsible for driving new business growth, advancing early- and mid-stage deal development, and serving as a trusted advisor to both clients and internal sales teams across the TruBridge portfolio. Building upon the Analyst role, this position requires deep healthcare domain knowledge, strong commercial judgment, and a working understanding of best practices across healthcare technology, revenue cycle, and SaaS solutions. The Consultant operates with greater autonomy, supports more complex opportunities, and serves as a mentor and subject-matter resource to Regional Business Development Analysts. This role blends strategic business development, consultative selling, small-transaction sales leadership, and client advocacy, while partnering closely with Enterprise Account Executives (EAEs) to accelerate regional growth and improve overall deal quality. Success in this role is measured by pipeline quality and velocity, revenue contribution, deal progression support, data accuracy, client satisfaction (NPS), and peer mentorship impact. These Goals and objectives are not to be construed as a complete statement of all duties performed; employees will be required to perform other job related duties as required. Goals and objectives are subject to change. All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA and other regulations, as appropriate.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at cpsi? Share your experience