Sales Development Representative
About The Position
At OneDigital, we are on a mission to help people do their best work and live their best lives. We are 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. This role is based in Scottsdale, AZ, with remote considered based on experience. It is a Full-Time, Non-Exempt position.
Requirements
- 2+ years supporting sales teams, outbound prospecting, or CRM administration
- Strong experience with Zoho CRM/Salesforce or competing CRM platform
- Basic understanding of deliverability and list hygiene
- Familiarity with mapping/routing tools (Google My Maps, Route planning apps, etc.)
- Experience running outbound email campaigns
- 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)
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- Verify that the person we want to meet actually works in that office (not remote, not outdated)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
Benefits
- Health, wellbeing, retirement, and other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses per the company policy
- Employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
