Sales Development Representative

Sales Development Representative (SDR)
Department – Marketing
Manager – Manager, Demand Generation
Non-Exempt
We are Navigate!
A well-tech company helping organizations create more health and happiness in the employees, clients, and communities we serve. Our purpose is to Do Good Things. For us, these words are more than a catchy mantra. They’re the reason this company was formed and the guiding light for every decision. We’re all at Navigate because we truly want to spark positive change in other people’s lives. Here’s to doing good things – together!
How you contribute to our success
The Sales Development Representative (SDR) will work within the business development team and at the direction of the sales leaders and the Demand Generation Manager to support Navigate’s Wellbeing platform sales through assigned channel partner relationships (brokerage firms, reseller organizations, direct companies etc.). The SDR will work in collaboration with the sales leader and Demand Generation Manager to assist the business development team in generating, contacting, and nurturing warm leads to identify viable opportunities and to schedule first meetings. The SDR will qualify and direct outbound sales contacts to the appropriate business development representative. The SDR will also manage our Shortlister opportunities, that result in advancing the Navigate brand and securing sales. This position will have minimal travel. This role may be considered as a path to a sales position over time for the right candidate if desired.
Your Responsibilities to the team, our clients and community
All duties are performed in support of, and at the direction of, the sales leader. Duties include:

• Conducting outbound phone calls to prospective clients with the goal of identifying and qualifying potential leads and building pipeline.
• Engaging with inbound leads through various communication channels such as phone, email, and effectively nurturing them to the next stage of the sales process.
• Collaborating with the sales team to ensure a seamless handoff of qualified leads, providing all necessary information to facilitate successful follow-up.
• Conducting thorough research on prospects to understand their needs, challenges, and opportunities, and tailoring your communication to address their specific pain points.
• Maintaining accurate and up-to-date records of all interactions and lead progress in our CRM system (HubSpot).
  • Track daily calls and appointments set.
  • Record activity, meeting notes, etc. in HubSpot for all qualified leads.
  • Provide monthly summary of activity to Sales Leadership and Demand Generation Manager
• Achieving and exceeding individual and team-based targets for lead qualification and conversion.

The Navigate Way - Core Expectations:
At Navigate Wellbeing Solutions, we expect all our employees to live the family values that have helped shape our culture:

• Deliver the Boom
• Everybody Love Everybody
• We are Family
• Inspire & Innovate
• Embrace Change
• Growth is Great
• Efficient & Effective
• Give Back

Experience & Education needed for success in this role
Qualifications

• Minimum of one year experience in a sales or customer-facing role, preferably as a Sales Development Representative or similar position
• Comfortable with making cold calls and handling objections in a professional and persuasive manner.
• Minimum of one year experience tracking and using a CRM (preferably HubSpot)
• Self-motivated, goal-oriented, and able to work independently while contributing to team goals.
• Applicants with prior experience in a sales or demand generation position in the health and wellness or SaaS industry will be given preference.

Education

• Bachelor’s degree or equivalent experience
• Applicants holding HubSpot Academy certifications related to sales or possessing experience with the Challenger/Sandler sales methodologies will be given preference.

Physical & Working Environment

• Standard office work and environment with minimal standing, lifting, pushing and pulling.
• This position is open to remote working arrangements

Benefits

• Competitive salary and performance-based commission structure.
• Comprehensive training and ongoing professional development opportunities.
• Opportunity for career advancement within the sales team.
• Collaborative and supportive work environment.
• And more

Navigate Wellbeing Solutions is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, Navigate Wellbeing Solutions will provide reasonable accommodations to qualified individuals with disabilities and encourages prospective employees and incumbents to discuss potential accommodations with Navigate. Post offer, Pre-employment background screenings are required.