Sales Development Representative (SDR)
Indexed description
About The Role
The Sales Development Representative owns the top of the sales funnel. You will engage with prospective partners through phone, email, text, and CRM follow up to identify qualified opportunities and schedule strategy calls for our Partnership Advisors.
What You'll Do
- Serve as the first point of contact for new inbound and outbound prospects
- Respond to inbound inquiries via phone, email, text, and CRM
- Conduct outbound prospecting through cold calls, email campaigns, LinkedIn, and SMS outreach
- Qualify prospective partners using our established qualification framework
- Schedule qualified discovery calls for Partnership Advisors
- Maintain consistent follow up with leads throughout the sales cycle
- Keep CRM records accurate and up to date
- Collaborate with marketing to ensure timely lead follow up
- Reengage cold and inactive leads through ongoing nurture campaigns
- Consistently meet daily outreach and pipeline generation goals
- This role is measured on outcomes, not activity.
A Qualified Opportunity Includes
- Prospect meets minimum qualification criteria
- Discovery call is attended
- Opportunity advances beyond the initial strategy session
Discovery call show rate (Target: 80%+)
Qualified opportunities generated per month
Speed to lead (Target: under 15 minutes during business hours)
Lead response time
CRM accuracy and completeness
Pipeline conversion rate from SDR to Partnership Advisor
Outbound meetings booked
Qualifications
Required
1+ years of sales, customer service, business development, or call center experience
Excellent written and verbal communication skills
Comfortable making outbound calls and handling objections
Highly organized with strong attention to detail
Self motivated and comfortable working in a remote environment
Experience using CRM software
Preferred
B2B sales experience
Experience in healthcare, senior housing, real estate, or consulting
Familiarity with HubSpot, Salesforce, Monday.com, Slack, or Google Workspace
Experience working with sales quotas and performance metrics
The Pay Range For This Role Is
60,000 - 110,000 USD per year(HQ)
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