Business Development Representative

Patra Corporation is seeking a Business Development Representative (BDR) to drive growth by generating qualified opportunities for the sales team. The BDR will engage with decision-makers at various agencies and institutions, showcasing Patra's innovative solutions while mastering consultative sales techniques to meet client needs.

Responsibilities:

• Originate executive-level pipeline by orchestrating high-volume, high-quality outbound motions (phone, email, LinkedIn, industry events) to engage agency principals, brokers, and financial services executives across target segments
• Rapidly qualify inbound demand by diagnosing business needs, operational gaps, compliance requirements, and growth objectives; prioritize accounts by ICP fit, revenue potential, and urgency
• Educate and advise prospects on Patra’s technology and managed services, translating capabilities into clear business outcomes—operating leverage, cost efficiency, speed-to-market, and profitability
• Continuously map market whitespace and maintain current expertise on insurance industry trends, InsurTech innovations, and competitive offerings; leverage insights to refine territory plans, prospecting strategies, and messaging
• Develop account and persona strategies (by line of business and role), ensuring differentiated value propositions and tailored outreach at the C-suite and business unit levels
• Serve as Patra’s brand ambassador and trusted first impression, demonstrating executive presence and business fluency in all prospect interactions
• Partner with Marketing to design and execute targeted, multi-touch campaigns; provide closed-loop feedback on lead quality, message-market fit, and conversion drivers to optimize spend and outcomes
• Enable Account Executives by securing discovery meetings and product demos, aligning agendas to prospect objectives, and ensuring the right stakeholder participation for velocity and depth
• Elevate sales excellence by preparing/polishing presentations, proposals, and client materials; documenting win themes and best practices; and sharing actionable market intelligence with sales leadership
• Consistently surpass activity and pipeline creation KPIs (e.g., quality outreach, meetings set, SALs/SQLs) while contributing materially to team revenue goals and forecast accuracy
• Maintain rigorous CRM discipline in HubSpot, ensuring complete, timely, and accurate activity logging, stage advancement, data hygiene, and compliance; leverage dashboards for visibility and action
• Deliver data-driven reporting on funnel health, conversion rates, campaign performance, and forecast risk; recommend corrective actions and run experiments to improve throughput
• Operate with a predictable cadence (daily/weekly/quarterly) for pipeline reviews, call blocks, campaign execution, and leadership updates that drive transparency and consistent results
• Ensure seamless handoffs by transitioning qualified opportunities to Sales with a clear business case, stakeholder map, use cases, competitive context, and next steps
• Work cross-functionally with Product, Delivery, and Customer Success to align solution positioning with client requirements and enable a smooth path from prospecting through implementation
• Contribute to continuous improvement by sharing call insights, messaging experiments, objection handling, and market signals to uplift team performance

Requirements:

• Bachelor's degree in business, Marketing, or related field
• 1–2 years of experience in sales, lead generation, or business development experience (preferably in SaaS, insurance, or financial services)
• Strong communication and interpersonal skills
• Ability to manage multiple priorities and meet deadlines
• Familiarity with CRM tools (Gong, HubSpot, etc.)
• Self-starter with a results-driven mindset