Lead Analyst - Sales Development Representative

Evalueserve; Viña del Mar; Presencial; CLP 38.241.000 - 61.185.000; Jornada completa

Descripción de la vacante

Evalueserve in Viña del Mar, Chile, is seeking a Sales Development Representative to collaborate with senior sales and delivery leadership to execute targeted outbound campaigns and generate qualified meetings across priority accounts.

The SDR will manage multi-channel prospecting, follow-ups, and CRM updates. The ideal candidate is proactive, organized, and comfortable engaging senior stakeholders via phone, email, LinkedIn, and other channels. Strong ownership and CRM discipline are essential.

Formación

• Strong written and verbal English communication is essential.
• Proactive prospecting and multi-channel outreach experience.
• Familiarity with CRM tools and pipeline management.
• Knowledge of private equity, asset & wealth management and related banking work streams is preferred.
• Ability to own and drive sales activities with minimal handholding.

Responsabilidades

• Execute targeted outbound campaigns across priority accounts and markets.
• Create target prospect lists using research and approved databases.
• Conduct account and stakeholder research to map decision-makers and priorities.
• Work on market reach-out activities and campaigns to promote the organization.
• Prospect via cold calling, email, LinkedIn, and other channels to generate interest.
• Own follow-up and lead nurturing, advancing prospects until qualified or dispositioned.
• Maintain organized repositories of prospect, account, and campaign data for teams.
• Update HubSpot with accounts, contacts, outreach, meetings, and next steps.
• Generate high-quality leads and appointments for global sales teams.
• Take ownership of assigned markets and campaigns and propose new approaches.

Conocimientos

English communication

Cold calling

Research skills

Industry knowledge: PE/Banking

Effective email/phone communication

Ownership mindset

Herramientas

HubSpot

MS Office

Descripción del empleo

Job Summary

The Sales Development Representatives (SDR) will closely work with senior sales/business development and delivery operations leadership teams to execute targeted outbound campaigns and generate qualified meetings and opportunities across priority accounts and markets. The SDR will be responsible for multi-channel prospecting, consistent follow-up and lead nurturing, accurate CRM management, and providing visibility into campaign performance and market feedback.

Sales Development Representative

Reports To: Relationship Manager

Department: Sales/CIB

Location: Vina del Mar

Job Summary

The Sales Development Representatives (SDR) will closely work with senior sales/business development and delivery operations leadership teams to execute targeted outbound campaigns and generate qualified meetings and opportunities across priority accounts and markets. The SDR will be responsible for multi-channel prospecting, consistent follow-up and lead nurturing, accurate CRM management, and providing visibility into campaign performance and market feedback.

The ideal candidate is proactive, commercially minded, highly organized, and comfortable engaging senior stakeholders through phone, email, LinkedIn, and other outreach channels. Strong follow-through, ownership, and CRM discipline are critical to success in this role.

Key Responsibilities

• Execute targeted outbound campaigns across priority accounts, prospects, industries, and personas based on agreed sales and go-to-market priorities.
• Create target prospect and contact lists based on defined campaign criteria, using general research, internal resources, and approved databases.
• Conduct account and stakeholder research to understand organizational structures, relevant teams, decision-makers, business priorities, strategic initiatives, and potential areas of opportunity.
• Work on market reach out activities / initiatives / campaigns / conferences prep material to promote the organization in the target markets.
• Conduct multi-channel prospecting through cold calling, email, LinkedIn, and other approved channels to engage prospective clients and generate interest in Evalueserve’s capabilities.
• Own prospect follow-up and lead nurturing, maintaining appropriate outreach cadences and progressing prospects until they are qualified, handed off, or formally dispositioned.
• Candidate would be expected to perform database management activities i.e. search based on the business requirement and build database for his or her own market outreach activities from open sources and some paid sourced provided by the organization
• Maintain organized repositories of prospect, account, campaign, and market intelligence so relevant information is accessible across Sales, Business Development, and supporting teams.
• Maintain accurate and timely information in HubSpot, including accounts, contacts, outreach activities, responses, follow-ups, meetings, lead status/disposition, opportunities, and next steps.
• He / she would be expected to perform outbound sales calling activity on a regular basis generating interest amongst our target prospects, qualifying prospects, and securing maximum sales / business development high qualified leads and appointments for Evalueserve front line onshore sales and business development team across the globe.
• Take ownership of assigned markets, campaigns, and prospect pipelines, proactively identifying opportunities and recommending new approaches rather than relying solely on assigned lists or instructions.

Required Qualifications

• Candidate needs to possess excellent oral and written communication skills in English. This is a key criteria and requirement.
• Strong cold calling skills with the confidence to engage decision-makers over the phone
• Resilience and persistence to handle rejection while maintaining a positive attitude and consistent activity levels
• Good Research Skills: He / She would be required to perform basic level research on the target market i.e., companies, banks, and prospective clients etc.
• Understanding of how Private Equity, Asset & Wealth Management, Commercial Banking, and Investment Banking firms work as well as knowledge of related work streams is preferred
• Knowledge of CRM tools. Familiarity with HubSpot would be an added advantage
• Develop, contribute, and execute innovative ideas as a part of Inside sales strategy: Ability to think on feet, apply sales framework, and convince prospects to meet with the company representatives and further who would be working with minimal handholding
• Ability to communicate effectively through e-mail and via phone is essential with sincere attention to details while speaking to internal and external prospects
• Shift Timings: For India and Romania role, the candidate should be flexible and comfortable working on some overlap with the US hours based on the specific requirements

Required Background

• Excellent Microsoft office and research skills are essential
• Independent thinking from a sales perspective and contribution towards holistic sales strategy
• Accountability and ownership – Since the stakeholders would be mostly in different geographies, would require the candidate to take full ownership of the work and be proactive with taking required steps
• Excellent communication skills and accessibility