Sales Development Representative (SDR)

About Balance Platforms, LLCBalance Platforms, LLC (https://balanceclaims.com) is a leading Business Process Outsourcing firm, specializing in claims administration and job file management for contractors. We partner with industry-leading technology platforms and service vendors to ensure compliance, accuracy, and efficiency in construction project management.

Job SummaryWe are seeking a motivated Sales Development Representative (SDR) to drive lead generation and qualification efforts. This role includes both outbound prospecting and inbound lead qualification, targeting restoration contractors who handle insurance claims, as well as offering project financing options to various home services contractors. Reporting to sales leadership, the SDR will work closely with the Account Management team to ensure smooth client onboarding and support during the initial stages.

Responsibilities and Duties

• Lead Generation: Conduct outbound prospecting through platforms like ZoomInfo and manage inbound lead inquiries.
• Client Engagement: Identify and engage with potential clients, focusing on restoration contractors and home services providers across various sectors.
• Sales Handoff: Collaborate with Account Managers, ensuring a smooth transition for new clients once onboarded, with focused support during their first project submissions.
• Metrics & KPIs: Maintain target metrics in call volume, new accounts signed, and meetings set, contributing to the company’s growth objectives.

Qualifications and Skills

• Sales Skills: Prior experience in sales, knowledge of BPO/outsourcing, strong communication, persistence, and industry familiarity preferred.
• Tools and Training: Familiarity with tools like HubSpot, RingCentral, email automation, and ZoomInfo. Training and mentorship from sales leadership and executives.

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