Position Summary
| The Sales Development Representative (SDR) is responsible for creating qualified sales opportunities for Client Advisors through outbound prospecting, inbound lead qualification, market research, and relationship development. The SDR serves as the front line of revenue generation and is responsible for maintaining a healthy pipeline of future opportunities. |
Key Responsibilities
Prospecting & Outreach
- Conduct outbound prospecting through email, phone, LinkedIn, and referrals.
- Identify potential clients that fit target customer profiles.
- Build prospect lists and outreach campaigns.
- Develop relationships with prospective buyers.
Lead Qualification
- Conduct introductory qualification calls.
- Assess prospect readiness and fit.
- Identify pain points and goals.
- Schedule meetings for Client Advisors.
Pipeline Development
- Nurture cold and warm leads.
- Re-engage inactive opportunities.
- Maintain long-term prospect relationships.
CRM Management
- Update prospect records.
- Document all activities.
- Maintain data quality standards.
Market Research
- Monitor industry developments.
- Identify emerging opportunities.
- Track competitor activity.
Event & Conference Support
- Generate leads from industry events.
- Conduct event follow-up.
- Assist with conference preparation.
Success Metrics
- Qualified meetings booked
- Sales opportunities created
- Pipeline value generated
- Contact-to-meeting conversion rate
- Activity levels
- CRM data quality
Core Competencies
- Prospecting
- Communication
- Persistence
- Organization
- Relationship building
- CRM proficiency