Sales Development Rep

• Execute high-volume outbound prospecting efforts through phone calls, email, SMS, and other communication channels to generate qualified homeowner opportunities.
• Manage and maintain outbound cadences within platforms such as Salesloft, Salesforce, and other sales engagement tools.
• Identify and engage homeowners through multiple lead sources including marketing-generated leads, nurture campaigns, site re-engagements, referrals, and change-of-ownership opportunities.
• Qualify prospects based on homeowner goals, property fit, market alignment, and readiness to engage with local sales teams.
• Accurately document all outreach activity, lead status updates, call notes, and opportunity progression within CRM systems.
• Collaborate with marketing and sales leadership to provide feedback on lead quality, campaign performance, and outbound strategy effectiveness.
• Maintain SLA expectations for speed-to-lead and outbound follow-up standards to maximize conversion opportunities.
• Consistently meet or exceed activity and performance metrics including outbound calls, conversations, qualified opportunities created, and appointment-setting goals.
• Participate in ongoing sales training, call coaching, and team development initiatives to improve communication skills and sales effectiveness.
• Collaborate with cross-functional teams and stakeholders to align departmental goals with broader organizational strategy.
• Support continuous improvement initiatives by identifying process gaps, workflow inefficiencies, and opportunities to improve outbound conversion performance.
• Contribute to a collaborative work environment that promotes open communication, innovation, and employee engagement.
• Other duties as assigned because every day is different in sales and hospitality!

Sales Development Representative

• Own outbound prospecting for a defined set of verticals (ICP), build and execute high-quality multi-touch sequences across email, phone, LinkedIn, and video.
• Research and prioritize target accounts in collaboration with Account Executives, identifying the right stakeholders–product, engineering, legal, finance, procurement–for complex enterprise deals.
• Develop tailored outreach messaging that connects each prospect's specific use case to our platform, whether that's enriching LLM training data, powering search, or building knowledge intensive products.
• Build toward clear pipeline generation targets: qualified meetings booked and opportunities created, tracked monthly and quarterly.
• Run initial discovery calls to understand prospect needs, data use cases, technical requirements, and organizational structure.
• Qualify opportunities using a structured framework (MEDDIC) and hand off to Account Executives with a thorough, well documented summary.
• Ask insightful and qualifying questions about technical integration and API workflows; partner with Solutions Engineers when deeper technical dialogue is needed.
• Advanced HubSpot user and admin–comfortable building and managing outreach sequences, drip campaigns, pipelines, reports, and automated workflows from day one. Uses engagement signals to prioritize follow up and keeps prospecting moving along the pipeline.
• Iterates on sequences and templates using A/B testing, open-rate data, and conversion metrics.
• Collaborate closely with Account Executives, Product, and Marketing to align on target accounts, messaging, and campaign follow up.
• Feed competitive intelligence and prospect feedback back into the GTM playbook with conversations as a direct source of market signal.
• Stay current on the enterprise data landscape: AI/ML training data, knowledge graphs, search infrastructure, and open-data ecosystems.

• This position is responsible for the management of a team of industry-focused sales development representatives.
• Primary focus will be on individual and teamwide lead generation achievement, training, development, administrative support, compensation validation, and various other sales management responsibilities.
• Oversee creation and execution of the various tactics necessary to recognize the achievement of established goals.
• Ability to oversee and rapidly ingest new target lists and deploy fully-vetted, industry-specific sequences within the team's standard operational timelines.
• Utilize data-driven tactics and reporting to track performance of the team overall and down to the individual.
• Identify areas of high performance and underperformance in accordance with a set of pre-determined metrics.

Sales Development Manager

• Manage qualified franchise candidates through the entire sales process from discovery through funding
• Build strong relationships with prospective franchise owners and their advisors
• Conduct discovery calls, franchise presentations, webinars, and validation discussions
• Educate candidates on the franchise model, investment opportunity, and ownership journey
• Maintain accurate records and pipeline management within the CRM
• Collaborate with marketing to improve lead conversion and candidate engagement
• Track key performance metrics and consistently achieve sales goals
• Attend franchise conferences, networking events, and recruitment initiatives as needed
• Support candidates throughout onboarding to ensure a successful transition into ownership

Franchise Sales Development Manager

• Serves as a direct partner and coach to our customer-owner’s top 1000 retail sellers
• Manages and grows business through a defined plan and consistent communication
• Coaches and trains retail sellers on products, programs, and services
• Utilizes pre-call planning tools and approach
• Records all relevant account details in CRM software (Salesforce)
• Executes strategy using tools such as Account Plan and FxF Plan
• Owns and is accountable for the FxF Plan and for digital and services adoption
• Coordinates with local manufacturer representatives
• Manages discretionary and insight trial seed

• Create the first stage relationships with prospects at school districts
• Educate prospects on HopSkipDrive’s service
• Schedule meetings for prospects to speak with Account Executives
• Research and evaluate prospective leads
• Establish a rapport with potential prospects
• Use a consultative sales approach during outreach
• Cold call and email identified leads
• Use Salesforce CRM to manage sales funnel
• Meet or exceed SDR quotas
• Qualify leads that express interest in HSD’s service
• Meet or exceed assigned monthly and quarterly goals

• Identify and qualify new sales opportunities through inbound lead follow-up and proactive outbound prospecting.
• Research prospective clients, identify key players, and generate interest.
• Collaborate closely with the Sales team to develop and implement lead strategies and plans.
• Schedule and conduct online product demonstrations and webinars.
• Work with channel and distribution partners to leverage leads and build pipeline and awareness.

Sales Development Representative, Spanish Speaking

• Develop account profiles and business opportunities through outbound activity
• Build client relationships through research, regular calls and emails, setting sales appointments / meetings, and attending conferences
• Qualify leads, map out all possible contacts in a market or company
• Conduct outbound opportunity development as part of marketing campaigns
• Add and maintain information in Salesforce
• Achieve (and exceed) monthly quotas of qualified opportunities
• Become an expert on the entire Milliman IntelliScript suite of product solutions, as well as industry trends, and competitive dynamics
• Engage with other Milliman IntelliScript business units such as marketing, IT, operations and legal

Sales Development Representative – IntelliScript

• Own top-of-funnel partner recruiting, with a primary focus on identifying and engaging potential ISV partners
• Conduct high-volume outbound outreach, including phone calls, emails, and social touches, to generate interest and qualify prospects
• Research and identify software companies that can benefit from our payment acceptance tools and partnership model
• Educate prospective partners on our value proposition and schedule qualified meetings for senior sales or partnerships teams
• Maintain accurate activity and pipeline tracking in CRM systems
• Collaborate closely with Sales, Partnerships, and Marketing teams to refine outreach strategies and messaging
• Develop a strong foundational understanding of the payments and fintech ecosystem (training provided)

ISV Sales Development Representative

• Identify and engage prospective customers through outbound calls, emails, and social channels across assigned markets and product lines.
• Create targeted outreach campaigns for specific regions and customer segments.
• Qualify inbound and outbound leads using defined criteria and a strong understanding of customer needs.
• Schedule qualified sales appointments for Territory or Account Sales Managers.
• Achieve weekly and monthly lead generation and appointment-setting targets.
• Develop and manage target prospect lists to support faster sales cycles.
• Maintain accurate and timely documentation of all prospect interactions in Salesforce.
• Manage assigned lead pipelines to ensure proper follow-up, progression, or disqualification.
• Partner closely with Marketing to support lead-nurturing efforts and provide feedback on lead quality and messaging effectiveness.
• Use data, feedback, and performance insights to refine outreach efforts and improve conversion rates.

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