The Sales Development Representative is responsible for prospecting, scheduling meetings, and qualifying sales leads, driving growth in higher education markets.
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
Top Skills
Pathify Tech Stack
Similar Jobs
Fintech • Financial Services
The Sales Development Representative will drive sales through high-volume outreach, attend trade shows, and document client interactions. Success in this role is motivated by a results-oriented mindset and extensive cold-calling experience.
Top Skills:
Crm SystemsGong EngageHubspotOutreachSalesloft
eCommerce • Software • Design • SEO
As a Sales Development Representative, you will engage prospects, manage the outbound lead pipeline, qualify leads, and collaborate with Account Executives to drive sales opportunities.
Top Skills:
CRMSalesforce
Enterprise Web • Mobile • Professional Services • Software
As a Sales Development Representative, you'll generate and qualify business leads, collaborate with account teams, and contribute to sales strategies.
Top Skills:
OutreachSales NavigatorSalesforceVidyard
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus