Sales Development Representative - Microsoft 365 + Guardian (Tier-1 CSP)

Posted Yesterday
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6 Locations
In-Office
45K-100K Annually
Junior
Cloud • Information Technology • Financial Services • Cybersecurity
The Role
Outbound-focused SDR responsible for prospecting mortgage, banking, credit union, and healthcare practice customers. Run outreach across calls, email, and LinkedIn, qualify inbound leads, book demos for AEs, maintain HubSpot CRM hygiene, follow up persistently, and support deals through close to earn commission share.
Summary Generated by Built In

About ABT

Access Business Technologies (myabt.com) is a Tier-1 Microsoft Cloud Solution Provider serving hundreds of organizations across the United States, with deep specialization in mortgage, financial services, and other regulated industries, and an active expansion into healthcare practices. For more than 20 years, ABT has helped clients build secure, compliant, and fully managed Microsoft 365 environments.

As a Tier-1 CSP, ABT sells Microsoft licenses directly, manages its own billing, and provides enterprise-grade support backed by Microsoft Premier Support and DART escalation. ABT is also the creator of the Guardian platform, which transforms Microsoft 365 from a collection of tools into a secure, monitored, and intelligent workspace through security hardening, monitoring, insights, automation, and compliance support.

ABT runs on a builder culture: high trust, minimal bureaucracy, and direct access to leadership. Our sales team operates with significant autonomy and modern, AI-powered tools that take the administrative work out of selling.

About the Role

The Sales Development Representative (SDR) is the front edge of our sales engine. You will identify prospective mortgage, banking, credit union, and healthcare-practice customers, run initial outreach, qualify interest, and book demos for our Account Executive team. You will also follow deals through to close, coordinating between prospects, our Account Executive, our technical lead, and our CEO, so the relationships you start become customers you can point to.

You do not need to have ten years of B2B SaaS experience. You need to be hungry, coachable, and good with people. We will teach you Microsoft 365, Microsoft 365 Copilot, and our Guardian product line. We will give you a sales playbook and pair you with experienced AEs and technical leads. What we cannot teach you is the discipline of following up. Every lead, every meeting, every introduction. That is the single biggest determinant of who succeeds in this role.

The SDR also participates in our Value Catalyst compensation track: when you materially help an AE close a deal you sourced or supported, you share in the commission. This is how the role grows into bigger earnings as you build trust with the AE team and demonstrate that your introductions convert.

What You Will Own

You will build outbound pipeline through calls, email sequences, LinkedIn outreach, and referrals into mortgage companies, credit unions, community banks, and healthcare practices. You will qualify inbound leads from our website, content campaigns, and partner referrals, separating the genuinely interested from the curious. You will book qualified demos for our Account Executive team and follow up like clockwork: every prospect, every meeting, every introduction. Most deals are won in the third, fourth, and fifth touch, not the first.

Beyond the calls and follow-ups, you will own your daily activity in HubSpot CRM, coordinate calendar logistics between prospects and our team, and learn the Guardian product line from our technical lead so you can talk credibly about how Microsoft 365, Copilot, and Guardian come together. As the healthcare vertical scales, you will pivot between mortgage and healthcare prospects.

The work you will be measured on:

  • Outbound activity and qualified demos booked for the AE team
  • Follow-up discipline across every prospect and every meeting
  • HubSpot CRM hygiene (calls, meetings, follow-ups, notes)
  • Value Catalyst contribution on deals you sourced or supported through to close

What a Typical Day Looks Like

You start the day reviewing the prospect list and prioritizing today's outreach. From there you run 30 to 50 outbound touches across calls, emails, and LinkedIn, qualify a handful of inbound leads on short discovery calls, book demos for the AE team and prep the AE on what each prospect cares about. You spend time coordinating calendar logistics, log activity in HubSpot, and end the day reading one or two short pieces of Microsoft 365 or Guardian content to deepen your product knowledge for tomorrow's calls.

Learn more about ABT before you apply

  • Company site: myabt.com
  • The Guardian platform you'd be supporting in conversations: myabt.com/microsoft-365-guardian
  • Healthcare vertical we're expanding into: myabt.com/microsoft-365-guardian-healthcare
  • Copilot Business for FIs: myabt.com/ai-copilot/copilot-business
  • Our culture and open roles: myabt.com/careers

How to Apply

We are seeing a high volume of automated and AI-generated applications. To make sure your application gets our attention, send a brief personal note to [email protected] or [email protected] confirming your application. In 3 to 5 sentences, tell us about the last time you had to follow up persistently with someone to get to a positive outcome. We respond within 5 business days to every confirmed application.

Interview Process

30-minute screen with Justin (CEO) first, then a 45-minute role-play with our sales lead (we will give you a prospect scenario and watch how you handle it), then a fit interview with the leadership team and references, then an offer. The full process typically takes 2 to 3 weeks from first screen to offer.

#LI-Remote


Requirements

Experience and Background

You have 1 to 3 years of sales experience in any B2B role: SDR, BDR, inside sales, account management, retail B2B, or a customer-facing role with a quota component. You can show us a CRM, spreadsheet, or notebook where you ran a follow-up cadence and stuck to it: this is the single trait we filter hardest on. You are comfortable with rejection. When a prospect says "let me think about it," you do not take that as a final answer; you build a system to come back. You treat a prospect as someone to build trust with, not as a transaction to close.

Communication and Process Skills

You can write a clear, concise follow-up email, and you actually send the ones you said you would. You can run a 15-minute qualifying call and end it with either a booked demo or a clean "not now" plus a follow-up trigger. You communicate well in writing and on calls, comfortable with executives and IT decision-makers. You are coachable: we have a sales playbook and a Microsoft product universe to teach you, and you bring the work ethic and curiosity to absorb it.

Work Style

You work independently with high accountability, follow-through, and time management. You are comfortable using HubSpot (preferred) and modern sales tools, and you collaborate well with the AE team, our technical lead, and leadership.

Preferred (Not Required)

  • Any Microsoft 365 or Office exposure (Office admin, Help Desk, IT, systems support)
  • Mortgage industry background (loan officer, processor, underwriter, mortgage tech sales, LOS support)
  • Healthcare practice background (medical-device or EHR sales, practice admin, dental, behavioral health)
  • A demonstrated track record in any role of patient, methodical relationship building over time

Benefits

Compensation and Financial Benefits

We offer a competitive base salary plus a Value Catalyst commission share on the deals you source and substantially support. The full plan is reviewed during the interview process.

  • Competitive base salary of $45,000 to $60,000 depending on experience
  • Value Catalyst commission split on AE deals you sourced or supported, paid across the customer's contract life, not just at signing
  • Activity-based incentives tied to qualified demos booked and converted to AE opportunities
  • Target Year 1 OTE: $80,000 to $100,000 (base + commission combined)
  • 401(k) with employer matching
  • Defined growth path into Senior SDR or Account Executive roles

Healthcare and Wellness

100% employer-paid medical insurance for employees, plus dental and vision coverage included. Generous paid time off and paid holidays.

Work Environment

This role can be performed remotely from anywhere in the United States. High-trust, results-driven culture with real autonomy. Direct access to leadership and fast decision-making. Minimal bureaucracy and strong internal support.

Sales Enablement and Tools

Tier-1 Microsoft CSP credibility and partner resources, AI-powered quoting and proposal generation tools, direct access to experienced Account Executives, our technical lead, and our CEO for shadowing and coaching, and a modern CRM and sales tooling stack.

Growth and Development

Microsoft 365 fundamentals training and certification support (MS-900 at minimum within Year 1), mentorship from experienced Account Executives, defined progression to Senior SDR and Account Executive roles, and exposure to mortgage, financial services, and healthcare verticals as ABT continues to expand.

Skills Required

  • 1 to 3 years of B2B sales experience (SDR, BDR, inside sales, account management, or quota-bearing customer-facing role)
  • Demonstrable follow-up cadence (CRM, spreadsheet, or notebook) showing persistent follow-up discipline
  • Ability to run 15-minute qualifying calls and book demos or record a clean 'not now' with follow-up trigger
  • Strong written and verbal communication; comfortable engaging executives and IT decision-makers
  • Coachability and willingness to learn Microsoft 365, Copilot, and the Guardian product line
  • Work independently with high accountability, time management, and CRM hygiene
  • Experience using HubSpot CRM
  • Any Microsoft 365 or Office exposure (Office admin, Help Desk, IT, systems support)
  • Mortgage industry background (loan officer, processor, underwriter, mortgage tech sales) or healthcare practice background (EHR, practice admin, medical-device sales)
  • Demonstrated track record of patient, methodical relationship building over time
  • MS-900 (Microsoft 365 Fundamentals) certification expected within Year 1 (training supported)
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The Company
Year Founded: 1999

What We Do

Access Business Technologies (ABT) is a Tier-1 Microsoft Cloud Solution Provider specializing in secure cloud infrastructure, AI governance, and managed IT services for regulated financial institutions, including credit unions and mortgage companies. The company focuses on securing Microsoft 365 environments through its Guardian platform, ensuring compliance with GLBA, FTC Safeguards, and GSE requirements while maximizing productivity and security for its clients.

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