Sales Development Representative

About the Role

• Full-time, direct hire opportunity.
• Brand-new role due to growth within a high-growth electronics organization.
• Expectation to grow into a Senior Account Executive.
• Foot-in-the-door sales opportunity with full training.
• Generous benefits package in addition to base salary and commission.

Job Summary

The Sales Development Representative is responsible for managing inbound and outbound leads, executing the client’s documented sales process, and converting qualified opportunities into active customers. The SDR owns the early-stage customer relationship through the first three orders and then completes a structured handoff to an Account Executive, while remaining engaged through orders four through six to support continuity, retention, and growth. This role requires disciplined follow-up, clear communication, accurate CRM management, and consistent execution. The primary objective is to create a scalable and dependable process for lead qualification, first-order conversion, early customer development, and Account Executive handoff.

Key Responsibilities

Lead Management & Qualification

• Own all incoming and assigned inbound and outbound leads.
• Respond promptly to new leads and complete required outreach and follow-up activities.
• Qualify leads using client’s established fit and opportunity criteria.
• Identify customer needs, applications, timing, decision criteria, and next steps.
• Maintain accurate and current lead, contact, activity, and opportunity records in Odoo.
• Disqualify or place leads into nurture status when they are not currently a fit, documenting the reason and appropriate follow-up.

Sales Process Execution

• Follow the documented sales process and required outreach cadence.
• Move opportunities through the appropriate CRM stages, including New Lead, Contacted, Qualified, Discovery Scheduled, Quote Requested, Quote Sent, First Order Won, Orders 2–3 Active, AE Handoff, and Lost / Nurture.
• Maintain a clear next step and scheduled activity for every active opportunity.
• Use calls, emails, meetings, assigned tasks, and other approved channels to advance opportunities.
• Ensure outreach, messaging, follow-up timing, and documentation are consistent with established standards.
• Identify obstacles, objections, or stalled opportunities and coordinate appropriate support.

Conversion to Customer

• Drive qualified opportunities through discovery, quoting, and follow-up to secure the first production order.
• Coordinate with Sales, Quoting, Customer Management, Engineering, and other internal resources to support customer needs.
• Maintain proactive communication following quote delivery and address questions or objections that may delay an order.
• Clearly communicate client’s value proposition and relevant capabilities based on the customer’s requirements.
• Document the lead source, opportunity history, customer needs, quote status, lost reason, and conversion outcome in Odoo.

Early Customer Development (Orders 1–3)

• Own the customer relationship through completion of the first three orders.
• Maintain proactive communication and help the customer navigate client’s order and support processes.
• Reinforce client’s value proposition and help establish customer confidence and repeat buying behavior.
• Coordinate internally to address questions, issues, or service needs that could affect customer satisfaction or retention.
• Identify additional parts, applications, contacts, programs, or opportunities within the account.
• Monitor progress toward the third order and keep the opportunity and customer record current.

Account Executive Handoff & Follow-Through

• Complete a structured handoff to the assigned Account Executive after the third order.
• Provide a clear handoff summary covering contacts, opportunity history, customer needs, active work, risks, preferences, and growth potential.
• Update ownership and required handoff fields in Odoo while remaining identified as the originating SDR.
• Collaborate with the Account Executive during orders four through six to preserve relationship continuity.
• Support follow-up, customer communication, and internal coordination as needed through the sixth order.
• Escalate risks or service issues that could affect retention, customer trust, or future revenue.

CRM Discipline, Reporting & Continuous Improvement

• Maintain complete and accurate Odoo records, including lead source, activity history, stage, probability, expected revenue, next step, and ownership.
• Complete required calls, emails, meetings, tasks, and notes on time.
• Participate in weekly SDR reviews covering new leads, activities, meetings, quotes, first orders, customers progressing toward order three, lost reasons, and missing next steps.
• Use assigned dashboards, filters, and reports to prioritize work and maintain visibility.
• Share feedback on lead quality, objections, process gaps, messaging, and conversion barriers.
• Participate in training, coaching, process improvement, and sales-system enhancements.

Requirements & Tech Stack

• Odoo (CRM)

Qualifications

• 0–2 years of experience.
• Desire to build a career in B2B sales, technology, and manufacturing.
• Experience with CRM or sales tools preferred.
• Background in electronics, manufacturing, or industrial industries preferred.