Pre-Sales Analyst

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November 6

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DocPlanner

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Healthcare Insurance • SaaS • B2C

DocPlanner is a global healthcare platform dedicated to improving the patient experience by helping them find the perfect doctor and book appointments easily. By creating an enjoyable patient journey, DocPlanner assists patients in accessing the best care possible anytime and anywhere. The company also offers doctors an integrated end-to-end solution to help manage their practices and improve their online reputation, allowing them to focus more on their patients. With a presence in 13 countries, including Poland, Brazil, and Spain, DocPlanner facilitates over 22 million appointments each month and hosts more than 90 million patient visits. It supports 260,000 active doctors, making it a leading healthcare platform with a strong international footprint.

1001 - 5000 employees

Founded 2012

⚕️ Healthcare Insurance

☁️ SaaS

👥 B2C

📋 Description

• Actively prospect potential clients via phone, email, WhatsApp and social media, using cold calling strategies and outbound cadences. • Generate interest with prospects through a consultative approach to understand their needs and how our solutions can help them. • Qualify leads by critically assessing fit with our solutions before handing them off to the Sales Executive. • Maintain an organized pipeline in the CRM (Salesforce) and internal spreadsheets, ensuring detailed records of each contact. • Execute contact sequences (automated and personalized) consistently to maximize engagement with prospects. • Conduct consistent follow-ups with leads, adhering to the defined cadence for each stage of the funnel. • Monitor metrics and KPIs, proposing optimizations to the prospecting process and continuously seeking to improve results.

🎯 Requirements

• Previous experience in outbound prospecting (SDR or Pre-sales), including cold calling. • Familiarity with CRM systems (Salesforce is a plus) and sales automation tools. • Results-oriented, ambitious and motivated to meet aggressive targets. • Excellent verbal and written communication, essential for building rapport and conveying value quickly. • Organized with a sense of urgency—important for managing multiple leads simultaneously and avoiding missed opportunities. • Proactive, resilient and persuasive; key skills for overcoming objections and maintaining a steady prospecting rhythm. • Interest in building a career in sales and new business prospecting, with a commitment to continuous growth and learning.

🏖️ Benefits

• Time bank (compensatory hours) to be taken as time off later; • Home office allowance; • Meal/Food allowance on a flexible iFood card; • Medical and dental assistance and group life insurance; • Childcare assistance; • StarBem for mental health and wellbeing; • iFeel app for emotional support; • Wellhub for you and up to 3 dependents; • Pet plan extending care to your pet; • Stock options — eligible after 6 months with the company; • Birthday day off and company anniversary day off; • Partnership club with agreements and discounts with educational institutions; • Special leave policies: 10 days for the death of a loved one; 2 days for the death of a pet; 7 days for marriage; parental leave — 30 days for the father and 6 months for the mother; • Referral program offering up to R$600 per referral who remains with us for more than 6 months.