Sales Development Representative

Red Oak • Milwood, TX

14d • Hybrid

About The Position

As a Sales Development Representative (SDR) at Red Oak, you will be the first point of contact for prospective clients and play a critical role in driving pipeline growth for our sales organization. This role is ideal for a motivated, curious, and goal-oriented individual who thrives in a fast-paced SaaS environment. You will be responsible for identifying and qualifying new business opportunities, initiating conversations with key decision-makers, and setting the stage for successful sales engagements. This is a high-impact opportunity to launch or grow your career in enterprise software sales while contributing directly to Red Oak’s continued expansion in the financial services industry.

Requirements

• 1–3 years of experience in a sales development, business development, or lead generation role, preferably in a SaaS or B2B technology environment.
• Excellent verbal and written communication skills, with the ability to craft compelling outreach messages and engage decision-makers.
• Self-motivated, goal-oriented, and eager to learn. Comfortable with rejection and persistent in follow-up.

Nice To Haves

• Familiarity with CRM systems (e.g., Salesforce), sales engagement tools, and LinkedIn Sales Navigator is a plus.
• Interest in financial services, compliance, or enterprise SaaS is highly desirable.
• Collaborative mindset with a willingness to support team goals and contribute to a positive, high-performance culture.

Responsibilities

• Research and identify potential clients within the financial services and compliance technology sectors.
• Conduct outbound outreach via email, phone, and social media to generate interest and schedule discovery meetings for Account Executives.
• Qualify inbound leads and assess their fit based on Red Oak’s ideal client profile.
• Collaborate closely with Marketing and Sales to align messaging, campaigns, and outreach strategies.
• Maintain accurate records of prospect interactions and pipeline activity in CRM systems (e.g., Salesforce).
• Stay informed on Red Oak’s product offerings, industry trends, and competitive landscape to effectively communicate value to prospects.
• Participate in regular training and coaching sessions to continuously improve outreach techniques, product knowledge, and sales skills.
• Support the sales team in achieving pipeline and revenue goals by consistently meeting activity and meeting-setting targets.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed