Outbound Prospecting: Identify and engage brokers through strategic outreach, leveraging personalized email campaigns, LinkedIn messaging, and cold calls.
Lead Qualification: Research and qualify leads to ensure alignment with Thatch’s ideal customer profile, focusing on brokers who can benefit from our platform.
Appointment Setting: Schedule high-quality demos for the sales team by effectively communicating Thatch’s value proposition.
CRM Management: Maintain accurate records of all activities, interactions, and follow-ups in the CRM to ensure pipeline transparency and data integrity.
Collaboration: Work closely with the sales and marketing teams to refine messaging, identify new opportunities, and contribute to outbound campaign strategies.
Feedback Loop: Provide insights from conversations with brokers to help shape product features, marketing initiatives, and sales tactics.
Requirements
1+ years of SDR experience (or equivalent role) in B2B SaaS, fintech, or healthcare industries.
Strong communication skills: Excellent written and verbal communication, with the ability to craft compelling outreach messages.
Proven prospecting skills: Experience with email campaigns, LinkedIn Sales Navigator, and cold calling.
Tech-savvy: Comfortable using CRM platforms (e.g., HubSpot, Salesforce), sales engagement tools (e.g., Outreach, SalesLoft), and LinkedIn.
Results-driven mindset: Track record of meeting or exceeding KPIs, including outreach volume, response rates, and demo bookings.
Self-starter: Thrives in a fast-paced, remote environment and takes initiative to identify opportunities and solve problems.
Industry knowledge (preferred): Familiarity with brokers, benefits administration, or SaaS solutions for healthcare/fintech is a plus.
Benefits
Health insurance
Professional development opportunities
Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.