B2B SDR — Outbound Prospecting & Meeting Setter

CBIZ; Cleveland (OH); Hybrid; USD 42,000 - 66,000; Full time

Job summary

CBIZ in Cleveland, OH is seeking a Sales Development Representative to develop B2B outbound prospecting skills and build a foundation to become a sales consultant. You will pursue high-volume outbound suspects using Salesforce, SalesLoft, and other productivity tools to drive initial meetings with revenue-producing consultants.

The role reports to the B&I Sales Development Manager and involves training across months 1-18, transitioning to a service-line role, with licensing and coaching along

Qualifications

• Minimum qualifications include a HS diploma or GED and 1+ year of sales/customer service experience.
• Strong communication skills and ability to engage quickly with prospects.
• Willingness to be coached and implement strategies to improve performance.
• Ability to make a high volume of phone calls while maintaining quality output.
• Experience using marketing-driven data to move prospects from awareness to meetings.
• Demonstrated skill in overcoming objections and driving outcomes.
• Proficiency with CRM systems; Salesforce experience preferred.

Responsibilities

• Use outbound calling, email messaging, and social selling to secure first appointments with prospective businesses.
• Research potential customers and identify appropriate contacts to reach.
• Qualify interest through conversations and determine next steps.
• Overcome objections and connect prospects with sales consultants.
• Initiate sales discussions between sales consultants and decision-makers.
• Document findings in CRM and maintain accurate activity records.
• Log follow-ups to stay connected with prospects and maintain relevance.
• Meet and exceed targets for meetings scheduled and conversion rates.
• Stay informed on industry trends, competitors, and differentiators to support prospecting.

Skills

Outbound calling

Communication skills

Coaching mindset

High-volume outreach

CRM/data usage

Research abilities

Time management

Objection handling

Education

Bachelor's degree in Risk Management Insurance, Sales, Business, or related field

Tools

Salesforce

LinkedIn Sales Navigator

Job description

CBIZ in Cleveland, OH is seeking a Sales Development Representative to develop B2B outbound prospecting skills and build a foundation to become a sales consultant. You will pursue high-volume outbound suspects using Salesforce, SalesLoft, and other productivity tools to drive initial meetings with revenue-producing consultants.

The role reports to the B&I Sales Development Manager and involves training across months 1-18, transitioning to a service-line role, with licensing and coaching along