Sales Development Representative

OneDigital•Scottsdale, AZ

4d•$24 - $27•Hybrid

About The Position

OneDigital | Resourcing Edge is looking for a Sales Development Representative to grow & maintain our sales funnel by identifying ideal prospects, enriching and validating contact data, and advancing leads to qualified opportunities. The SDR will own CRM hygiene in Zoho CRM and run consistent outreach using phone, email, LinkedIn and personal drops (where possible), helping ensure our outreach is targeted, accurate, and timely. At OneDigital, we are on a mission to help people do their best work and live their best lives. We are a people-first culture that is wired for growth, driven to serve, and totally committed to having your back. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Working at OneDigital is more than a career, it is a calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability.

Requirements

2+ years supporting sales teams, outbound prospecting, or CRM administration
Strong experience with Zoho CRM/Salesforce or competing CRM platform
Excellent verbal communication with ability to follow scripts while sounding friendly and open
Tenacious “hunter” mentality with strong resiliency and ability to overcome objections
Excellent research skills (LinkedIn, company websites, directories, etc.)
Strong attention to detail and comfort cleaning/standardizing data
Clear written communication and follow-through (tasks get closed, not “left open”)

Nice To Haves

Experience in B2B services/SaaS/HCM/payroll (helpful but not required)
Basic understanding of deliverability and list hygiene
Familiarity with mapping/routing tools (Google My Maps, Route planning apps, etc.)
Experience running outbound email campaigns

Responsibilities

Build and maintain targeted prospect lists based on our Ideal Client Profile (ICP)
Identify decision-makers (HR, Payroll, Operations leadership) and confirm they’re current
Research businesses and prioritize best-fit targets for outreach and in-person drops
Enrich accounts and contacts with missing fields (titles, emails, phone numbers, locations, employee count, etc.)
Validate data accuracy (correct addresses, correct office locations, company status, role confirmation)
Verify that the person we want to meet actually works in that office (not remote, not outdated)
Create/update leads, contacts, accounts, and deal records in Zoho CRM
Maintain clean pipeline stages, next steps, tasks, and follow-up dates
Log activities and ensure every lead has an owner, status, and next action
Create, schedule, and send outbound campaigns (email sequences and/or light multi-touch)
Segment lists, manage suppression lists, and ensure compliance with best practices
Track performance metrics (open/reply rates, meeting conversions) and recommend adjustments
Coordinate follow-up workflows so no warm lead falls through the cracks
Book 30-minute initial meetings with prospects who have need and desire to learn more about Payroll Experts offerings
Send calendar invites and reminder cards (when applicable)
Complete secondary invite to sales rep with required prospect data
Ensure calendar alignment (may deal with multiple time zones), optimize drive time and appointment proximity for maximum efficiency