Sales Development Representative

About the Role

CoAd is seeking a motivated and results-driven Sales Development Representative (SDR) to support our growth by generating qualified sales opportunities through a mix of outbound prospecting and inbound lead follow-up. This role is responsible for consistently hitting daily activity goals, setting qualified appointments, and creating a strong first impression for prospective clients. The ideal candidate is coachable, competitive, organized, and thrives in a fast-paced environment while balancing multiple lead sources and priorities.

• This position reports into our local office M-F.

Key Responsibilities

• Make 80 outbound calls per day to targeted prospects using company tools and call lists.
• Conduct discovery conversations to identify needs, qualify prospects, and generate interest.
• Set qualified Initial Appointments (IAs) for the sales team.
• Maintain consistent follow-up cadence through calls, voicemails, and messaging.
• Work all inbound leads assigned, including:
• Marketing-generated inbound leads.
• Inbound phone calls.
• Respond quickly and professionally to inbound inquiries.
• Qualify inbound prospects and schedule IAs based on fitness and readiness.
• Ensure clean lead routing, follow-up, and communication throughout the process.
• Accurately log all activity, notes, and next steps in Salesforce.
• Utilize Gong to review calls, improve talk tracks, and apply coaching feedback.
• Use Nextiva for outbound and inbound calling and call management.
• Maintain organized pipeline activity and follow-up tasks to ensure no lead is missed.

Performance Expectations / KPIs

• 80 outbound calls per day.
• 6 Initial Appointments (IAs) set per week.
• Consistent and timely follow-up on all inbound leads assigned.

Requirements & Tech Stack

• Salesforce
• Gong
• Nextiva

Qualifications

• Strong communication skills (verbal and written).
• Comfortable making high-volume outbound calls and handling objections.
• Ability to manage time effectively and stay organized in a high-activity role.
• Basic computer proficiency and ability to learn new systems quickly.
• Positive attitude, coachability, and strong work ethic.
• 6+ months of experience in sales, SDR/BDR, call center, or customer-facing role.
• Experience using Salesforce, Gong, and/or Nextiva.
• Familiarity with outbound prospecting and inbound lead qualification.