Sales Development Representative

CoralTree, Inc. is a software company providing secure cloud collaboration solutions for small and medium businesses. The Sales Development Representative will generate and qualify leads for its collaboration products, schedule customer engagements, manage sales pipeline metrics, and support sales growth through customer insights and industry representation.

Responsibilities:

• Drive outreach and lead generation efforts for Basil , our all-in-one collaboration product tailored for accountants and small businesses
• Develop a deep understanding of our software offerings and clearly articulate our value propositions to potential customers
• Identify and qualify leads; schedule product demonstrations and discovery meetings for senior sales executives
• Track and maintain detailed metrics throughout the sales pipeline using CRM tools
• Actively gather and relay customer insights and feedback to leadership and product teams
• Stay current with industry trends and competitive landscape
• Represent CoralTree at trade shows, conferences, and industry events
• Consistently meet and exceed sales quotas and performance goals

Requirements:

• 1 - 3 years of software sales or business development experience
• Strong communication and presentation skills
• Demonstrated ability to work independently and drive results in a remote or hybrid environment
• Proficiency in Microsoft Office and Google Workspace
• Experience using CRM platforms (e.g., Apollo.io, HubSpot, etc.)