Sales Development Representative

Responsibilities

• Qualify inbound leads from marketing campaigns and run targeted outbound prospecting by phone, email, and social into Docufree’s priority industries (financial services, insurance, government and education, healthcare, and legal).
• Identify prospect requirements, pain points, and document-driven process challenges, and map them to the right Docufree solution - Capture (ScanCloud), management (DocumentCloud), or automation (AutomateCloud).
• Follow a clear, defined qualification process to assess fit and readiness before handing opportunities to the sales team.
• Schedule qualified meetings and follow-up activities for account executives, with a clean, well-documented handoff and full context.
• Research target accounts to identify key stakeholders, influencers, and decision makers within complex, multi-stakeholder buying groups.
• Learn and clearly articulate Docufree’s platform and three solution lines, including the value of AI paired with certified human-in-the-loop accuracy for regulated, high cost-of-failure workflows.
• Maintain accurate, disciplined records of all prospect activity, stages, and notes in the CRM (SalesFlow).
• Mine and re-engage existing leads in the CRM for new campaigns and outbound plays.
• Work closely with sales and marketing on campaigns and projects that build pipeline and drive revenue growth.
• Provide weekly updates and forecasts on prospecting activity and new opportunities.
• Continually test messaging and outreach approaches, measure results, and refine your process to improve conversion.

Qualifications and Education Requirements

• A quick learner who is curious, goal-oriented, and ambitious, with a strong desire to build a career in sales.
• Excellent listening, verbal, written, and research skills, with the ability to converse confidently and credibly with business professionals.
• Ability to learn a sophisticated software platform and clearly explain its products and solution sets to prospective buyers.
• Comfortable with high-volume outreach by phone, email, and social in a fast-paced, metrics-driven environment.
• Strong organizational skills and discipline around CRM data accuracy and activity tracking.
• A creative, test-and-learn mindset: willing to try new approaches, measure results, and iterate for continual improvement.
• 5 or more years of experience in a sales, sales development, lead generation, or customer-facing role, or a proven track record and relevant experience that demonstrates the skills required to succeed.
• Bachelor’s degree or equivalent professional experience.

Preferred Skills

• Experience selling or qualifying for a B2B SaaS, software, or technology company.
• Familiarity prospecting into regulated industries (financial services, insurance, government and education, healthcare, or legal) or to enterprise, multi-stakeholder buyers.
• Experience with CRM and sales engagement tools (such as SalesFlow, Salesforce, Outreach, Salesloft, ZoomInfo, or LinkedIn Sales Navigator).
• Familiarity with consultative, outcome-based selling and qualification frameworks.