Business Development Representative

Patra Corporation

22h•Remote

About The Position

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines. Reporting to the Chief of Staff, the Business Development Representative (BDR) plays a crucial role in driving Patra's growth by generating qualified opportunities for our sales team. This position focuses on outbound prospecting, engaging with decision-makers at independent agencies, brokerages, and financial institutions, and showcasing Patra's solutions as essential for modernizing their businesses. BDRs will gain an in-depth understanding of Patra's product and service portfolio, which includes Agency Advantage, Policy Checking AI, Quote Compare AI, and Patra's Virtual Assistant solutions. They will also master consultative sales techniques to identify client needs and create strong business cases. Patra Core Competencies: Knows the Business Leads Others Accountable Team Player Core Duties by Competency: Knows the Business Originate executive-level pipeline by orchestrating high-volume, high-quality outbound motions (phone, email, LinkedIn, industry events) to engage agency principals, brokers, and financial services executives across target segments. Rapidly qualify inbound demand by diagnosing business needs, operational gaps, compliance requirements, and growth objectives; prioritize accounts by ICP fit, revenue potential, and urgency. Educate and advise prospects on Patra’s technology and managed services, translating capabilities into clear business outcomes—operating leverage, cost efficiency, speed-to-market, and profitability. Continuously map market whitespace and maintain current expertise on insurance industry trends, InsurTech innovations, and competitive offerings; leverage insights to refine territory plans, prospecting strategies, and messaging. Develop account and persona strategies (by line of business and role), ensuring differentiated value propositions and tailored outreach at the C-suite and business unit levels. Leads Others Serve as Patra’s brand ambassador and trusted first impression, demonstrating executive presence and business fluency in all prospect interactions. Partner with Marketing to design and execute targeted, multi-touch campaigns; provide closed-loop feedback on lead quality, message-market fit, and conversion drivers to optimize spend and outcomes. Enable Account Executives by securing discovery meetings and product demos, aligning agendas to prospect objectives, and ensuring the right stakeholder participation for velocity and depth. Elevate sales excellence by preparing/polishing presentations, proposals, and client materials; documenting win themes and best practices; and sharing actionable market intelligence with sales leadership. Accountable Consistently surpass activity and pipeline creation KPIs (e.g., quality outreach, meetings set, SALs/SQLs) while contributing materially to team revenue goals and forecast accuracy. Maintain rigorous CRM discipline in HubSpot, ensuring complete, timely, and accurate activity logging, stage advancement, data hygiene, and compliance; leverage dashboards for visibility and action. Deliver data-driven reporting on funnel health, conversion rates, campaign performance, and forecast risk; recommend corrective actions and run experiments to improve throughput. Operate with a predictable cadence (daily/weekly/quarterly) for pipeline reviews, call blocks, campaign execution, and leadership updates that drive transparency and consistent results. Team Player Ensure seamless handoffs by transitioning qualified opportunities to Sales with a clear business case, stakeholder map, use cases, competitive context, and next steps. Work cross-functionally with Product, Delivery, and Customer Success to align solution positioning with client requirements and enable a smooth path from prospecting through implementation. Contribute to continuous improvement by sharing call insights, messaging experiments, objection handling, and market signals to uplift team performance.

Requirements

Bachelor’s degree in business, Marketing, or related field.
1–2 years of experience in sales, lead generation, or business development experience (preferably in SaaS, insurance, or financial services).
Strong communication and interpersonal skills.
Ability to manage multiple priorities and meet deadlines.
Familiarity with CRM tools (Gong, HubSpot, etc.).
Self-starter with a results-driven mindset.

Responsibilities

Originate executive-level pipeline by orchestrating high-volume, high-quality outbound motions (phone, email, LinkedIn, industry events) to engage agency principals, brokers, and financial services executives across target segments.
Rapidly qualify inbound demand by diagnosing business needs, operational gaps, compliance requirements, and growth objectives; prioritize accounts by ICP fit, revenue potential, and urgency.
Educate and advise prospects on Patra’s technology and managed services, translating capabilities into clear business outcomes—operating leverage, cost efficiency, speed-to-market, and profitability.
Continuously map market whitespace and maintain current expertise on insurance industry trends, InsurTech innovations, and competitive offerings; leverage insights to refine territory plans, prospecting strategies, and messaging.
Develop account and persona strategies (by line of business and role), ensuring differentiated value propositions and tailored outreach at the C-suite and business unit levels.
Serve as Patra’s brand ambassador and trusted first impression, demonstrating executive presence and business fluency in all prospect interactions.
Partner with Marketing to design and execute targeted, multi-touch campaigns; provide closed-loop feedback on lead quality, message-market fit, and conversion drivers to optimize spend and outcomes.
Enable Account Executives by securing discovery meetings and product demos, aligning agendas to prospect objectives, and ensuring the right stakeholder participation for velocity and depth.
Elevate sales excellence by preparing/polishing presentations, proposals, and client materials; documenting win themes and best practices; and sharing actionable market intelligence with sales leadership.
Consistently surpass activity and pipeline creation KPIs (e.g., quality outreach, meetings set, SALs/SQLs) while contributing materially to team revenue goals and forecast accuracy.
Maintain rigorous CRM discipline in HubSpot, ensuring complete, timely, and accurate activity logging, stage advancement, data hygiene, and compliance; leverage dashboards for visibility and action.
Deliver data-driven reporting on funnel health, conversion rates, campaign performance, and forecast risk; recommend corrective actions and run experiments to improve throughput.
Operate with a predictable cadence (daily/weekly/quarterly) for pipeline reviews, call blocks, campaign execution, and leadership updates that drive transparency and consistent results.
Ensure seamless handoffs by transitioning qualified opportunities to Sales with a clear business case, stakeholder map, use cases, competitive context, and next steps.
Work cross-functionally with Product, Delivery, and Customer Success to align solution positioning with client requirements and enable a smooth path from prospecting through implementation.
Contribute to continuous improvement by sharing call insights, messaging experiments, objection handling, and market signals to uplift team performance.