Client Development Representative (CDR)

Vertical Insure•Minneapolis, MN

6d•$50,000 - $60,000

About The Position

The Client Development Representative identifies new business opportunities, qualifies inbound and outbound leads, supports platform users with product information, and helps ensure a smooth onboarding experience. The role gathers client feedback, collaborates with internal teams to improve processes, and maintains accurate CRM records to support forecasting and reporting. The representative researches and engages prospective SaaS platform partners and end users through outbound outreach, inbound follow-up, networking, and strategic prospecting. As an initial point of contact, the representative learns about potential clients’ needs and explains Vertical Insure’s embedded insurance solutions through a consultative approach. The role works closely with Account Executives and sales leadership on account strategies, opportunity qualification, and sales-process handoffs. The representative manages sales activities and pipeline information in HubSpot, prioritizes leads, and contributes customer feedback and market insights to product and process improvements. The role also calls for active collaboration, curiosity, and ongoing development of sales skills in a fast-paced, high-growth startup environment.

Requirements

1–3 years of experience in sales, business development, or customer success.
Strong prospecting and lead qualification skills, with a consultative sales approach.
Excellent verbal and written communication skills and the ability to build credibility quickly.
Strong customer service mindset and passion for creating outstanding client experiences.
Experience using CRM platforms such as HubSpot or similar tools.
Strong organization and time management skills, with the ability to manage multiple priorities.
Comfort working in a fast-paced, high-growth startup environment where priorities evolve quickly.

Nice To Haves

Experience in B2B SaaS, technology, fintech, or insurance.
Familiarity with vertical SaaS, embedded finance, or insurance-related products.

Responsibilities

Identify, research, and engage prospective SaaS platform partners and end users through outbound outreach, inbound lead follow-up, networking, and strategic prospecting.
Build conversations that generate qualified sales opportunities.
Serve as the first point of contact for potential clients, understand their business needs, and educate them about Vertical Insure’s embedded insurance solutions.
Provide a consultative buying experience that builds trust.
Work with Account Executives and sales leadership to develop account strategies, qualify opportunities, and coordinate handoffs throughout the sales process.
Manage and update activities, opportunities, and customer interactions in HubSpot.
Prioritize leads and maintain accurate forecasting and pipeline visibility.
Gather customer feedback and market insights to inform product enhancements, internal process improvements, and growth opportunities.
Share best practices, celebrate team wins, collaborate with colleagues, and continue developing sales skills.
Support platform users with product information and help provide a smooth onboarding experience.
Maintain accurate CRM records to support forecasting and reporting.