Sales Development Representative

Required Education And ExperienceBachelor's degree in a related business discipline, or an equivalent combination of education and relevant experience (customer experience or a sales environment is preferred). This is an entry‐level position.Required Knowledge, Skills, And Abilities Proficiency with Salesforce (or similar CRM platforms) preferred. Ability to influence, collaborate, and drive results across diverse teams and stakeholders. Proven track record of meeting and exceeding measurable goals with consistency. PURPOSE OF ROLEThe Sales Development Representative (SDR) is responsible for initiating and responding to customer and prospect outreach with the primary goal of qualifying interest and securing appointments for the appropriate sales representative. This role manages inbound inquiries, conducts outbound cold calling, and completes wellness checks with existing customers to uncover needs, confirm satisfaction, and book follow up meetings.Success is defined by the ability to thoroughly qualify leads and convert them into actionable opportunities that enable sales teams to effectively advance and close business.Essential Duties Lead Qualification & Appointment Setting: Qualify inbound leads from channels such as website, store referrals, campaigns, phone/email inquiries, etc. Conduct outbound cold calls to targeted prospects to generate new sales conversations. Qualify interest, needs, timelines, and fit using defined criteria. Book meetings with the appropriate sales representative based on customer segment, opportunity type, and territory assignment. Ensure every interaction results in a clear next step whenever possible, ideally a scheduled meeting. Customer Engagement: Perform wellness checks with existing customers to assess satisfaction, identify potential issues, and surface new needs. Capture customer insights accurately and route follow up to the correct sales resource. Maintain a professional, brand aligned, and customer friendly communication style. Operational Excellence: Log all outreach activity, qualification notes, and meeting details in CRM with accuracy and clarity. Manage lead queues efficiently to deliver fast response times. Adhere to lead routing rules, qualification frameworks, and meeting setting best practices. Success Indicators: Number of qualified meetings booked Conversion rate from lead to scheduled appointment Speed to lead (response time) CRM accuracy and documentation quality Customer satisfaction and engagement during wellness check outreach