Business Development Representative

About Us

SmartVault is a cloud-based document management and file-sharing solution for small-to-medium-sized businesses, professional accountants, and bookkeepers. In 2017, SmartVault became part of the GetBusy Group, which is AIM-listed and currently trading on the London Stock Exchange. SmartVault continues to operate as a wholly owned subsidiary in the US, but we are now part of a much larger global team with expanded products serving the US, UK, and Australia/New Zealand markets.

SmartVault is a collaborative environment where the number one goal is to solve problems for our customers. We use data to make informed decisions and work hard to be transparent with each other and with our customers. Our ultimate purpose is to make people’s lives better at work, so they can focus on higher-value activities in their business or personal lives.

Responsibilities

• Identify and research potential leads through various channels, including online research, social media, trade shows, webinars, inbound inquiries, and data enrichment sources.
• Build and maintain a database of potential customers and decision-makers within target industries and companies.
• Initiate outbound communication with leads via phone calls, emails, videos, and social media to introduce the company's products or services and gauge their interest.
• Qualify leads based on criteria such as budget, timeline, and need, and prioritize them for further engagement.
• Assist with inbound strategies (seasonal basis) targeting customer upsells via phone calls, emails, videos, and social media.
• Engage in conversations with leads to understand their business challenges, needs, and pain points.
• Educate leads about the value proposition of the company's offerings and how they can address specific needs.
• Maintain ongoing communication with qualified leads to build and strengthen relationships.
• Provide relevant content, resources, and information to nurture leads through the sales funnel.
• Collaborate closely with the sales team to hand off qualified leads and ensure a seamless transition from marketing to sales.
• Provide detailed lead information and insights to help sales professionals tailor their approach.
• Keep accurate records of all interactions and lead status in the customer relationship management (CRM) system.
• Monitor and update lead profiles to reflect changes in their status or needs.
• Meet or exceed key performance indicators (KPIs), such as Opportunity creation targets, SQO’s, conversion rates, outreach activity, and ACV contribution.
• Provide regular reports and insights on lead generation and qualification activities.

What Success Looks Like in the First 12 Months

• Consistently meet or exceed monthly, quarterly, and yearly opportunity and activity targets.
• Demonstrate measurable improvement in call quality, objection handling, and conversion rates.
• Work leads quickly, accurately, and consistently across all channels.
• Align outbound execution with current messaging, positioning, and GTM priorities.
• Build trust with sales teams through the opportunities you create, translating into closed-won deals.

Requirements

• High-energy with a strong desire to succeed.
• 1-3 years of proven experience as an MDR/SDR/BDR in lead generation, inside sales, or a related role (preferably B2B SaaS).
• Strong communication and interpersonal skills, including active listening and rapport-building abilities.
• Self-motivated, results-oriented, and able to work independently.
• Familiarity with CRM software and sales automation tools (e.g., Salesforce, HubSpot, Outreach, ZoomInfo, RingLead, Nooks, Qualified, or similar).
• Ability to adapt to changing priorities and work in a fast-paced environment.
• Excellent time management and organizational skills.

Nice to Have

• Experience selling into accounting, bookkeeping, or professional services firms.
• Experience working closely with Sales, Marketing, and Product teams.
• Familiarity with webinar-driven pipeline and marketing-sourced demand.

Benefits

• Top-notch health benefits (we pay 90% of the medical premiums for you AND your dependents).
• Generous vacation time.
• Community involvement with time off to volunteer.
• Hybrid remote working.

We’re striving to make SmartVault the best place to work in Houston. We work in a relaxed environment that emphasizes work/life balance.