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Sales Development Representative (SDR)

Sales Development Representative (SDR)

Balance ClaimsIndianapolis, IN, US
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About Balance Platforms, LLC Balance Platforms, LLC ( https :

  • / / balanceclaims.com ) is a leading Business Process Outsourcing firm, specializing in claims administration and job file management for contractors.
  • We partner with industry-leading technology platforms and service vendors to ensure compliance, accuracy, and efficiency in construction project management.
  • Job Summary We are seeking a motivated Sales Development Representative (SDR) to drive lead generation and qualification efforts.
  • This role includes both outbound prospecting and inbound lead qualification, targeting restoration contractors who handle insurance claims, as well as offering project financing options to various home services contractors.
  • Reporting to sales leadership, the SDR will work closely with the Account Management team to ensure smooth client onboarding and support during the initial stages.

Responsibilities and Duties Lead Generation :

  • Conduct outbound prospecting through platforms like ZoomInfo and manage inbound lead inquiries.

    • Client Engagement :

  • Identify and engage with potential clients, focusing on restoration contractors and home services providers across various sectors.

    • Sales Handoff :

  • Collaborate with Account Managers, ensuring a smooth transition for new clients once onboarded, with focused support during their first project submissions.

    • Metrics & KPIs :

  • Maintain target metrics in call volume, new accounts signed, and meetings set, contributing to the company’s growth objectives.

    • Qualifications and Skills Sales Skills :

  • Prior experience in sales, knowledge of BPO / outsourcing, strong communication, persistence, and industry familiarity preferred.

    • Tools and Training :

  • Familiarity with tools like HubSpot, RingCentral, email automation, and ZoomInfo.
  • Training and mentorship from sales leadership and executives.
  • Powered by JazzHR
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