The Sales Development Representative (SDR) serves as a trusted advisor to prospective buyers seeking software solutions across various industries. This role is responsible for engaging with inbound, marketing-qualified leads, understanding their business requirements, and guiding them through the software evaluation process.
The ideal candidate will possess strong consultative communication skills, a customer-centric mindset, and the ability to build meaningful relationships while helping businesses identify and evaluate the most suitable SaaS solutions for their needs.
Key Responsibilities
Lead Engagement & Qualification
Engage with inbound and marketing-qualified leads through phone calls, emails, and SMS.
Conduct discovery conversations to understand business objectives, operational challenges, and software requirements.
Qualify prospects based on defined criteria and assess their readiness to engage with software vendors.
Maintain consistent follow-up communication to ensure a positive buyer experience.
Consultative Advisory
Act as a trusted advisor by providing objective guidance throughout the software selection process.
Match prospective buyers with relevant software vendors based on their unique business needs.
Deliver value-driven recommendations that help prospects make informed purchasing decisions.
Build credibility and trust through active listening and needs-based conversations.
CRM & Process Management
Accurately document prospect interactions, qualification details, and engagement activities within HubSpot CRM.
Maintain up-to-date records and ensure data integrity across all assigned accounts.
Manage multiple prospect conversations simultaneously while meeting responsiveness standards.
Cross-Functional Collaboration
Work closely with Marketing, Vendor Success, and Client Fulfillment teams to improve lead engagement strategies.
Share market feedback, buyer insights, and process improvement recommendations.
Contribute to the optimization of outreach workflows and prospect experience.
Market & Product Knowledge
Develop a strong understanding of SaaS products, software categories, and industry trends.
Stay informed about competitive offerings, market developments, and emerging technologies.
Continuously enhance product and industry knowledge to improve advisory effectiveness.
Qualifications & Experience
Bachelor’s degree in Business, Marketing, Communications, or a related field.
2–3 years of experience in SaaS, B2B sales, client-facing, or consultative inside sales roles.
Experience working with US-based customers and markets is preferred.
Demonstrated ability to engage prospects through consultative, needs-based discussions.
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