Sales Development Representative

About the Role

A growing, technology-enabled M&A advisory firm is seeking a Sales Development Representative to identify and engage business owners considering selling their companies, and generate appointments for the sales team. This is an outbound sales role focused on prospecting, initiating conversations, qualifying opportunities, and generating high-quality meetings.

Key Responsibilities

• Prospect and identify business owners who may be considering selling their companies.
• Conduct outbound outreach through phone, email, LinkedIn, and other prospecting channels.
• Build a pipeline of prospective sellers.
• Speak directly with business owners and decision-makers to understand their businesses, financial profile, and potential interest in a sale.
• Qualify prospects before scheduling them with a Transaction Advisor.
• Schedule qualified meetings and ensure prospects are prepared for the conversation.
• Maintain accurate prospecting activity, notes, and pipeline information in the CRM.
• Follow up consistently with prospects who may not be ready to sell immediately.
• Partner closely with the sales team to improve meeting quality and identify the strongest opportunities.
• Continually test and improve messaging, prospecting strategies, and outreach.

Requirements & Tech Stack

• CRM

Qualifications

• Maturity, professionalism, judgment, and communication skills to speak credibly with business owners.
• Ability to have thoughtful business conversations rather than relying on overly scripted or aggressive sales tactics.
• Comfortable making cold calls and initiating conversations with business owners.
• Persistence and ability to handle rejection.
• Strong listening skills and ability to ask good questions.
• Organized and disciplined about prospecting and follow-up.
• Motivated by measurable goals and performance-based compensation.
• Comfortable working in a growing company where processes and playbooks will continue to evolve.
• Interested in working collaboratively with the team in the Manhattan office 3 days per week.

Sales experience is preferred, particularly previous experience as an SDR, BDR, or in another outbound prospecting role, but it is not an absolute requirement.

This role offers exposure to entrepreneurship, M&A, and small businesses, with the potential for promotion into a sales closing role.