Sales Development Representative - Microsoft 365 (Path to Account Executive)
About The Position
This is an outbound-first sales role with a written promotion path to Account Executive. The primary responsibility is to initiate conversations with IT leaders and executives in industries such as mortgage lending, financial services, and healthcare. The role involves booking qualified meetings, meticulously logging all interactions in HubSpot, and learning the ABT sales playbook, Guardian product line, and Microsoft 365 sales strategies. The position utilizes modern outbound sales techniques including personalized cold email, cold calls, LinkedIn outreach, and AI-powered research and sequencing tools. While prior Microsoft sales experience is not required, familiarity with Microsoft 365 is considered a significant advantage. The role emphasizes a structured promotion path, daily coaching from leadership, and opportunities to close smaller deals independently.
Requirements
- At least 1 year in an outbound-heavy sales, appointment-setting, or business-development role (B2B or B2C).
- Ability to provide real numbers regarding daily calls/conversations, meetings set, and deals influenced.
- Comfortable making cold calls daily.
- Coachability, competitiveness, and comfort with being measured on weekly activity.
- Authorization to work in the United States.
Nice To Haves
- Significant Microsoft 365 familiarity (daily use, support, administration, or sales experience).
- Living within commuting distance of Folsom, California.
- Experience in mortgage, banking, credit union, insurance, or healthcare settings.
- Experience with HubSpot or another CRM.
- Microsoft certifications.
- Background in college athletics or other competitive activities.
Responsibilities
- Outbound sales activities including personalized cold email, cold calls, and LinkedIn touches to prospects in the CRM, utilizing AI research and sequencing tools.
- Booking and confirming qualified first meetings for the closing team.
- Closing smaller deals independently as the candidate ramps up, with leadership support.
- Maintaining clean and accurate activity logging in HubSpot daily.
- Learning Microsoft 365, Copilot, and Guardian to conduct credible initial conversations with IT leaders.
- Supporting demand-generation and proposal efforts, including list research, responding to RFPs, and campaign follow-up.
Benefits
- $25 to $29 per hour base plus a monthly performance bonus tied to activity and booked meetings.
- Written promotion path to an Account Executive plan with uncapped commission.
- 100% employer-paid medical insurance for employees.
- Dental and vision coverage.
- 401(k) with employer matching.
- Generous paid time off and paid holidays.
- Modern, AI-powered sales tooling.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
