Sales Development Representative at The People Practice

Our client, a leading all-in-one fraud and compliance platform for financial institutions and fintech, is looking for a Sales Development Representative (SDR) to join our team and play a critical role in nurturing leads and driving post-demo engagement with prospective clients. The ideal candidate will be responsible for ensuring that high-value opportunities progress smoothly through the sales funnel after initial product demos, addressing initial objections, and coordinating follow-up activities. The SDR will work closely with the CEO and sales team to maintain consistent touchpoints with prospects, ensuring seamless communication and pipeline progression.

Responsibilities

Post-Demo Follow-Up & Lead Nurturing

• Take ownership of all post-demo follow-up activities, ensuring timely and personalized communication with prospects.
• Develop and execute follow-up sequences via email, phone, and LinkedIn to maintain engagement and reinforce the organization’s value proposition.
• Track all interactions and maintain detailed records in the CRM to monitor deal progression and identify opportunities for escalation.

 Pipeline Management & Deal Progression

• Monitor and manage deal progression, identifying stalled opportunities and re-engaging prospects where necessary.
• Collaborate with the CEO and sales leadership to ensure smooth handoffs and transition of qualified leads to Account Executives for deal closure.
• Continuously update CRM records to maintain accurate pipeline visibility and forecasting.

Addressing Initial Concerns & Qualification

• Respond to basic objections and concerns raised after demos, providing relevant insights and content to reinforce the business case.
• Pre-qualify post-demo leads by assessing their needs, timelines, and potential to move forward in the sales cycle.
• Identify key decision-makers and influencers within the prospect’s organization and ensure that all relevant stakeholders remain engaged.

Scheduling & Coordinating Follow-Ups

• Schedule and coordinate follow-up meetings, product deep dives, and decision-making sessions with the prospect’s team.
• Ensure that all action items from demos and follow-up discussions are tracked and executed promptly.

Continuous Improvement & Process Optimization

• Analyze post-demo engagement trends and provide insights to refine follow-up sequences and optimize nurturing strategies.
• Collaborate with the sales team to improve CRM processes, ensure better lead management, and enhance overall sales efficiency.

Qualifications

• 1–3 years of experience in a B2B sales or lead nurturing role, preferably within fintech, SaaS, or compliance technology.
• Proven track record of managing post-demo follow-ups and nurturing high value leads toward deal closure.
• Strong understanding of CRM platforms (e.g., Pipedrive, HubSpot, Salesforce) and sales automation tools.
• Analytical mindset with the ability to identify buying signals and escalate qualified opportunities.

Must have skills

• Strong organizational skills, with a keen eye for detail and follow-through.
• Excellent communication skills, both written and verbal, with the ability to craft compelling follow-up messages.
• Ability to engage and build relationships with multiple stakeholders within a prospect’s organization.
• High level of self-motivation and the ability to work independently while collaborating effectively with the broader sales team.