Sales Development Representative (AgencyZoom)

Hirebridge; Columbus (OH); On-site; USD 29,000 - 34,000; Full time

Job summary

Vertafore in Columbus, OH is seeking an SDR to drive bookings and recurring revenue by generating and qualifying sales opportunities. You will partner with Marketing and Sales to execute campaigns and develop a healthy pipeline across our software solutions.

The role requires working knowledge of CRM tools, especially Salesforce, and the ability to plan daily/weekly activities to meet quota. This is a fast-paced, growth-focused position with opportunities for advancement.

Qualifications

• Experience in building sales pipelines and forecasting.
• Familiarity with Salesforce.com or similar CRM tools.
• Ability to collaborate with Marketing, Product, and Sales teams.

Responsibilities

• Execute the Lead & Opportunity Management process to build sales pipeline.
• Engage accounts and agencies to generate and qualify opportunities.
• Collaborate with Marketing to run campaigns and track metrics.
• Meet monthly/quarterly targets for pipeline and conversions.
• Support reporting and analysis with Sales Operations.
• Leverage CRM tools and value-selling methodologies to track opportunities.

Skills

Sales development

CRM tooling

Campaign collaboration

Pipeline management

Forecasting & reporting

Tools

Salesforce.com

CRM software

Job description

$21.63 / hour

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

SDR's are the first point of contact for the sales team. This position will be tasked both with speaking to accounts we have reason to believe are interested in our services and reaching out to agencies that do not know of us to pique their interest in our software solutions.

The primary responsibility of the position is to drive bookings and recurring revenue growth by generating, qualifying, and developing sales pipeline. The SDR is a vital link between Marketing and Sales, and the SDR must be able to plan and execute daily and weekly, required activities to generate sales opportunities for Vertafore. This role has knowledge of the organization’s products/services, and can partner with Marketing to execute campaigns, programs, and closed-loop business & sales development activities. The SDR also works closely with Marketing, Operations & Sales Management.

During your discussions you will gather information surrounding agency challenges such that you can narrow in on the correct software match. Additionally, you will work to discover the key players in the buying process as well as when and how they need our assistance. SDR generated leads are routed to all segments and territories to be followed up on and closed by the proper sales representative. As a SDR, you will be asked to demonstrate knowledge of Vertafore, our software, and internal processes to prepare you for promotion to one of our sales teams

Core Requirements and Responsibilities:

• Execute the Vertafore Lead & Opportunity Management process for building sales pipeline.

• Possess a working understanding of Salesforce.com and other key sales technologies used for Sales Development and Opportunity creation.

• Collaborate with Marketing & Product teams to execute campaigns that ensure lead quality and quantity with proper closed-loop metric reporting.

• Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, and stage “Zero” Opportunities which may consist of meetings, appointments virtually, demos, or follow-up calls assigned to quota carrying sales reps in Vertafore.

• Collaborate with internal sales operations stakeholders on reporting and analysis.

• Ensure CRM tools and Vertafore value-selling methodologies are leveraged to process and track opportunities.

• Other duties as assigned