Sales Development Representative

Role Overview

• Identify and contact prospective clients using both inbound leads and outbound prospecting strategies via email, social media and over the phone
• Promptly respond to potential sales inquiries generated through marketing efforts
• Work closely with marketing team to take qualified leads and convert them to discovery calls
• Collaborate closely with sales team to ensure seamless handoff of qualified leads and increase conversion rates
• Identify organizations that fit the ideal customer profile and then research relevant contacts for outreach
• Research and stay up to date on industry trends, company news, and potential clients to refine sales strategies and improve lead targeting
• Work with marketing to create personalized email campaigns to engage prospects and generate demand for Forecast International’s products and solutions based on the organization’s business priorities
• Coordinate internal staff to ensure the right individuals are present to support a client conversation
• Prepare team members for external meetings by providing relationship background, corporate news, and profile
• Record and maintain outreach records in CRM system and provide up-to-date contact information and notes for leads and contacts
• Track and report on individual progress to monthly and quarterly goals for initial sales meetings and pipeline sourced
• Support onboarding coordination by ensuring smooth transition from sales qualification to active client engagement
• Conduct follow-up outreach with newly closed accounts to reinforce value proposition and encourage product adoption
• Monitor early-stage client engagement and flag risks, inactivity, or upsell indicators to the sales team
• Identify expansion or cross-sell opportunities within assigned accounts and re-engage stakeholders as needed
• Prepare internal stakeholders for client conversations by providing background research, relationship history, and relevant industry developments
• Coordinate internal resources to ensure appropriate subject matter experts are included in client meetings
• Maintain periodic touchpoints with designated accounts to support retention and relationship continuity

Requirements

• Bachelor’s degree required
• 1+ years of SaaS sales development, business development, or inside sales experience
• Experience working with CRM systems such as Hubspot or similar
• Working knowledge of the lead generation process and implementation of those processed in a technology stack
• Excellent attention to detail and data accuracy
• Excellent verbal and written communication
• Impeccable time management and organizational skills
• Team player with a collaborative mindset, eager to work closely with Account Executives and other departments to achieve sales goals
• Results-oriented: Hit individual goals while staying invested in the team’s larger revenue success

Benefits

• Medical, dental, and vision insurance plans
• 401(k) retirement plan with company match
• Open time off policy
• Twelve weeks paid parental leave
• Supportive, collaborative teams
• Unique opportunity to help government officials from a private sector company
• Expansive learning and development opportunities