Sales development representative (sdr)

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.

Qualified Opportunity Score

Performance is measured by the number and quality of qualified discovery calls that successfully progress through the sales pipeline. A qualified opportunity includes:

• Prospect meets minimum qualification criteria
• Discovery call is attended
• Opportunity advances beyond the initial strategy session

Quarterly bonuses are based on a rolling average of qualified opportunities generated.

• 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