Sales Development Representative

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.

See also

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