Role Summary/Purpose
The Practice Development Specialist (PDS) is an outbound, phone-based consultative sales role responsible for helping health and wellness providers understand and adopt CareCredit and Synchrony's broader suite of financial solutions. You'll drive product engagement, increase net credit sales, ensure compliance, and help practices grow revenue within an assigned territory through high-quality outreach, education, and relationship-building.
Essential Responsibilities
- Use a consultative, value-based approach to strengthen provider relationships and showcase the benefits of CareCredit and Synchrony's portfolio.
- Engage with office staff responsible for financial conversations to drive utilization of CareCredit and our full product suite, tailoring solutions to each practice's needs during open hours.
- Proven relationship-building skills with resilience to overcome objections and cultivate partnerships. Utilize interpersonal communication, persuasive interaction, and consultative selling techniques, including strategic questioning, to engage customers and build trust over the phone.
- Educate providers on benefits, features, advantages, compliance requirements (e.g., disputes, complaints, fraud), and best practices to ensure confident, compliant adoption.
- Excellent communication and active listening skills, with a consultative mindset to identify client pain points and present tailored solutions.
- Take full ownership of your territory's book of business, thriving in a target-driven environment that emphasizes both the quality of engagements and the volume of outreach.
- Deliver effective onboarding and product training to new accounts; ensure readiness and compliance from first contact.
- Conduct performance reviews with practices to identify growth opportunities, implement action plans, and increase product usage.
- Proactively develop long-term client relationships to build loyalty, uncover opportunities, and grow revenue.
- Schedule and run virtual video meetings with providers; cameras on is expected to create an engaging, professional client experience.
- Respond to inbound calls generated through marketing efforts and returned calls; provide expert guidance and product knowledge.
- Collaborate with internal teams to share best practices, escalate issues, and implement process improvements; foster a team-centric culture built on connection and shared goals.
- Ensure accurate, timely documentation of all provider engagements in Salesforce.
- Perform other duties and special projects as assigned.
Performance Expectations (how You'll Win) Activity/Effort
- Drive consistent daily outreach across your territory with a healthy mix of calls, video touchpoints, and follow-ups.
- Spend a strong share of your day in live conversations with providers, focusing on momentum and measurable outcomes.
- Plan and execute campaigns that build steady monthly activity.
Quality/Engagement
- Prioritize Gold Standard conversations by having- meaningful, consultative conversations that include discovery, exploring opportunities, and clear next steps with the right Responsible Point of Contact (RPC).
- Keep your pipeline warm by scheduling a steady cadence of follow-up meetings and trainings.
- Document insights and next steps in Salesforce to keep accounts moving and showcase impact.
- Accelerate CareCredit growth by fostering meaningful engagements and consistently meeting/exceeding territory growth targets.
Who's the RPC
- The person who handles payment/financial conversations and can make or influence decisions-often a treatment coordinator, office/practice manager, or doctor.
Note: We share clear, achievable goals during hiring and onboarding, and targets may evolve as the business grows. You'll be supported with coaching, tools, and campaigns to help you succeed, and we celebrate wins along the way.
Qualifications/Requirements
- BA or BS degree or equivalent of 4 years experience in Sales, Account Management, Field Sales, Telephone Sales, or Collections.
- At least 1 year established experience in Sales, Account Management, Field Sales, Telephone Sales, or Collections.
- Proven ability to grow and manage a book of business: Take ownership of your accounts, consistently identify opportunities to expand wallet share, and drive achievement of Application and Net Credit Sales targets.
- Strong verbal and written communication skills with the ability to influence and engage across phone, video, email, and chat.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, Teams, PowerPoint).
- Exceptional time management and organizational skills with the ability to prioritize and work independently.
- Must have at least 30 mbps wired internet connection
- Amenable to work in a shifting schedule.
- Amenable to work in a hybrid set-up.
Desired Characteristics
- Self-motivated and adaptable, able to navigate obstacles and adjust tactics to achieve results
- Bilingual or multilingual abilities.
- Familiarity with CRM/BI systems (e.g., Salesforce, Tableau or similar); Salesforce strongly preferred.
- Demonstrated ability to meet or exceed KPIs and sales goals.
- Knowledge of financial products or services.
- Experience conducting video-based sales meetings and trainings.
Grade/Level: 06
Job Family Group
Sales
