Assist in all aspects of the sales process (research, outbound engagement, inbound lead management, coordinating sales calls, developing and maintaining proposals, responding to RFPs, and regular follow up).
Consistently track activities in our system of record.
Report on weekly, monthly, and quarterly results.
Work with management to build formalized sales playbooks for product and service offerings; establish and refine sales processes alongside management.
Manage and maintain a pipeline of interested prospects and engage Sales for next steps.
Develop a comprehensive understanding of solutions and services offered by our firm, along with the unique value of each practice.
Successfully execute high-volume outbound prospecting campaigns via phone, email, and social media.
Generate leads and build relationships by nurturing prospects through a variety of warm and cold outreach.
Attend conferences to represent multiple products and service.
Facilitate seamless collaboration between the marketing and sales teams.
Seek feedback and actively participate in training and development opportunities to refine skills and improve overall performance.

Ability to learn quickly and willing to try different tactics.
Strong technical aptitude and ability to learn new tools and software.
High level of business acumen and professionalism.
Pursues new opportunities for learning professional growth.
Proven creative problem-solving approach and strong analytical skills.
Excellent verbal and written communication skills with a strong attention to detail.
Fearless and positive attitude – willing to take intelligent risks while being a team player, resilient in the face of challenges.
Strong time management skills; ability to prioritize effectively, meet deadlines, work with others and follow through to execute tasks.
Proficiency with CRM, marketing automation, and sales intelligence tools such as ZoomInfo, HubSpot, Salesforce, etc. or equivalent tools.
Bachelors Degree or equivalent level of education and experience required.
2+ years of prior sales experience.

Comprehensive Health Coverage – Medical, dental, and vision.
Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.
Generous Paid Time Off – Vacation, sick time, holidays, parental leave and volunteer days.
Flexible Work Arrangements – Hybrid or remote options, flexible hours.
Performance-Based Bonus – Recognition for your contributions through discretionary bonuses.
Professional Development Opportunities – Tuition reimbursement, certifications, mentorship.
Career Growth & Internal Mobility – Clear paths for advancement and role transitions.
Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.

Sales Development Representative

Key skills