Sales Development Representative (AI/Tech company)
Confidential employer
Company description
A US-based AI engineering firm serving mid-market insurance, banking, and financial services companies. The firm offers a productized AI document-processing platform that automates underwriting, claims, and loan-processing workflows, plus AI transformation consulting.
Role overview
You will be the first dedicated SDR, generating qualified meetings for the founding team. Your focus is outbound calling and managing warm conversations from an automated LinkedIn and email engine. The immediate goal is building a strong pipeline of qualified meetings that proves the market and funds the sales team's growth.
Primary Responsibilities
Make targeted outbound calls (goal: ~50/day as the role ramps) to VPs of Underwriting, Claims, and Operations
Book qualified discovery and demo meetings on the founders' calendars
Lead with the productized platform, with occasional positioning of consulting services
Use weekly trigger reports (new in role, M&A, hiring activity) to personalize outreach
Follow up with conference and trade show contacts before and after events
Pipeline & Inbox Management
Monitor automated LinkedIn outreach and step in when a conversation needs a human
Monitor email campaign replies, respond, and route interested prospects to meetings
Keep every touch, note, and outcome logged in the CRM
Communication & Reporting
Weekly reporting on dials, conversations, meetings booked, and meetings held
Share talk-track feedback: what resonates, common objections, and titles that respond
Join a weekly priorities call with the sales lead
Tools & Software
GoHighLevel (CRM, sequences, pipeline)
PROSP (LinkedIn automation)
Clay (lead lists and scoring, maintained by the team)
Dialer (to be confirmed)
Required skills
2+ years of outbound SDR/BDR experience, ideally B2B SaaS or medtech/healthtech
Confident cold calling senior operations and business leaders
Able to explain a technical product in plain business terms (you are the SDR for a SaaS seller, not the engineer)
Near-native English with a clear, neutral accent
CRM experience (GoHighLevel, HubSpot, or Salesforce)
Strong written communication for email and LinkedIn replies
Self-directed, organized, and coachable in a new, evolving sales motion
Nice-to-have skills
Familiarity with insurance, lending, banking, or fintech
Experience with Clay, PROSP, or other LinkedIn automation tools
Event and conference follow-up experience
Comfort using AI tools in daily work
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