Summary/Objective:
The Sales Development Representative (SDR) is responsible for scheduling meetings and initial qualification of sales prospects. The SDR owns all of the beginning of the customer journey, specifically data mining, prospecting, and participating in qualification meetings with Account Executives (AEs). The SDR drives growth in different institutional verticals for higher ed and must be comfortable with territory account planning and execution, virtual presentations, and collaboration with other members of the Pathify team. SDRs will bring to the table a strong drive for top-of-funnel activity, with the desire to build a career in software sales.
Essential Functions:
- Find, data mine, prospect, and hand-off qualified prospects to AEs
- Use Pathify tech stack systems to prospect, with a heavy emphasis on phone outreach
- Perform high-level demos of the Pathify platform to prospective customers
- Create quarterly account development plans in partnership with leadership
- Execute weekly, monthly and quarterly activities in accordance with the account development plan
- Research trends and discover new opportunities to increase top-of-funnel conversion
- Log activities and update pipeline metrics daily
- Maintain a strong understanding of products and services and innovate new ways to serve businesses
- Ensure an efficient hand-off to AEs for all new prospects in relation to qualification calls
- Responsible for following all operational guidelines, verbal directives, training information and policies when performing duties
- Other duties as assigned
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