Sales Development Representative (AgencyZoom)

About the Role

The Sales Development Representative (SDR) is the first point of contact for the sales team, tasked with speaking to interested accounts and reaching out to new agencies to generate interest in Vertafore's software solutions. The primary responsibility is to drive bookings and recurring revenue growth by generating, qualifying, and developing sales pipeline. The SDR acts as a vital link between Marketing and Sales, planning and executing daily and weekly activities to generate sales opportunities. This role requires knowledge of the organization's products/services and the ability to partner with Marketing on campaigns and sales development activities. The SDR works closely with Marketing, Operations, and Sales Management, gathering information on agency challenges to identify the correct software match and discovering key players in the buying process. SDR-generated leads are routed to sales segments and territories for follow-up and closure. This role prepares individuals for promotion to Vertafore's sales teams.

Key Responsibilities

• Execute the Vertafore Lead & Opportunity Management process for building sales pipeline.
• Collaborate with Marketing & Product teams to execute campaigns that ensure lead quality and quantity with proper closed-loop metric reporting.
• Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, and stage "Zero" Opportunities (meetings, appointments, demos, or follow-up calls).
• Collaborate with internal sales operations stakeholders on reporting and analysis.
• Ensure CRM tools and Vertafore value-selling methodologies are leveraged to process and track opportunities.
• Gather information surrounding agency challenges to identify the correct software match.
• Discover key players in the buying process and understand their needs.
• Other duties as assigned.

Requirements & Tech Stack

• Possess a working understanding of Salesforce.com and other key sales technologies used for Sales Development and Opportunity creation.
• Knowledge of Vertafore's software and internal processes.

Qualifications

• Bachelor's degree preferred.
• 0-3 years' previous sales experience preferred.
• Confidence to prospect and develop new sales leads.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to be a team player and perform in a fast-paced, inside sales-oriented environment.
• Comfort with sales technology and CRM tools.

Additional Requirements And Details

• Travel required up to 10% of the time.
• Ability to work remote with a stable internet connection on an as needed basis.
• Located and working from an office location (when required).
• Occasional lifting and/or moving up to 10 pounds.
• Frequent repetitive hand and arm movements required to operate a computer.
• Specific vision abilities required by this job include close vision (working on a computer, etc.).
• Frequent sitting and/or standing.
• The selected candidate must be legally authorized to work in the United States.