Sales Development Agent

At the heart of our company is our people. People from many different backgrounds with different vantage points, opinions, and experiences. We strive to continually lead with our IMPACT values and empower our employees to develop their full potential on a team that is passionate about acceptance, inclusivity, and achievement. Our employees are the driving force for the innovation, collaboration and creativity that enables our organization to deliver strategic success.
Job Summary:
The Sales Development Agent (SDA) is responsible for building early-stage pipeline through outbound prospecting, including LinkedIn outreach, cold calling, email campaigns, and other engagement strategies.
The SDA will collaborate closely with sales and marketing to research target accounts, support outreach campaigns, gather market insights, and help initiate early-stage sales conversations. This role is designed to support both pipeline development and early-stage deal creation, working closely with Account Executives and marketing to identify and engage new opportunities.
Primary Duties and Responsibilities:
- Research and identify target accounts, key contacts, and industry opportunities using LinkedIn, prospecting tools, and other online resources
- Conduct outbound outreach through cold calls, email campaigns, LinkedIn, and other engagement channels to initiate conversations with decision-makers
- Maintain consistent prospecting activity while building relationships with potential customers
- Engage with prospects to understand their business needs and identify potential opportunities for the sales team
- Schedule discovery meetings for Account Executives when appropriate and support smooth handoffs for continued conversations
- Prepare prospect and account briefs to support Account Executives in discovery and early-stage deal development
- Support outbound campaigns tied to product launches, promotional initiatives, or other strategic efforts
- Assist with event and conference preparation by building outreach lists, pre-booking meetings for sales representatives, and conducting post-event follow-up campaigns
- Collaborate with sales and marketing teams to refine messaging, outreach strategies, call scripts, and email templates based on prospect responses and engagement data
- Gather and share insights from prospect conversations to inform sales messaging, campaign strategy, and market positioning
- Track outreach activity, prospect engagement, and lead status within the CRM
Additional Responsibilities:
- Additional duties as assigned
Critical Competencies
- Collaboration & Teamwork
Builds strong working relationships with the sales and marketing teams and contributes to shared revenue goals. - Enthusiasm & Initiative
Demonstrates energy, persistence, and a proactive mindset when engaging prospective customers and generating new opportunities. - Innovative Thinking
Looks for creative ways to identify prospects, improve outreach strategies, and increase engagement with potential customers.
The Individual
- Confident initiating outbound conversations with business leaders
- Strong written and verbal communication skills
- Comfortable working with CRM systems such as Salesforce, HubSpot, or similar platforms
- Highly organized and detail-oriented with the ability to manage multiple outreach activities and prospect interactions
- Self-motivated and goal-driven with a proactive approach to prospecting and sales support
- Resilient and persistent when engaging new prospects and navigating rejection
- Experience with outbound prospecting and early-stage sales engagement preferred
- Familiarity with sales prospecting tools such as LinkedIn Sales Navigator, Apollo, or ZoomInfo is a plus
Qualifications
- 1–2 years of experience in sales development, lead generation, telemarketing, or a similar customer-facing role
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
All external applicants must be legally eligible to immediately work in the country of hire without current or future sponsorship.
If you require an accommodation under the Americans with Disabilities Act, Section 503 of the Rehabilitation Act or similar law in order to apply for employment at Simplify Compliance, please contact our Talent Acquisition Team 1.800.727.5257, ext. 8101.
Job applicants may request to review the company's Affirmative Action plans by contacting the talent acquisition team/recruiter, Human Resources department or Chief People Officer.