Point B Agency - New York, NY

posted 10 days ago

Full-time - Entry Level
Remote - New York, NY
11-50 employees
Religious, Grantmaking, Civic, Professional, and Similar Organizations

About the position

The Sales Development Representative (SDR) at Point B is a key member of the Demand Generation and Marketing Team, responsible for driving customer outreach to set appointments and meetings. This role focuses on leveraging marketing best practices to generate leads and bookings, contributing to the firm's growth by creating a superior customer experience and fostering long-term relationships. The SDR employs a multi-channel approach to engage prospects and supports the sales team in achieving their goals.

Responsibilities

  • Meets or exceeds appointment setting and bookings goals
  • Directly supports the generation of new leads, meetings, solutions pipeline, and bookings through various demand generation channels
  • Conducts direct customer and prospect outreach leveraging approved Marketing content and messaging
  • Leverages 'triple touch' prospecting for customer outreach (email, social selling on LinkedIn, and phone)
  • Identifies potential customer referrals and leads within the assigned industry and accounts
  • Utilizes prospecting and research tools, coordinates with assigned industry sellers to qualify leads and opportunities; prepares for and schedules target prospect meetings
  • Ensures a smooth handoff of before and after the target prospect meeting with information and setting clear expectations with internal sellers and prospects
  • Effectively tracks and manages prospecting activities and maintains accurate and up-to-date information in CRM systems
  • Leverages best practices for increasing win rate of opportunities by supporting business development game planning meetings
  • Partners closely with industry and solution sellers to align on top accounts and personas for executing outreach
  • Generates leads from past buyer automation using ZoomInfo Enrich platform
  • Generates referrals from across the Point B network and ecosystem
  • Supports and drives conversion of inbound leads and MQL's as assigned
  • Directs outreach and lead flow aligned to assigned industry marketing calendar
  • Supports team efforts and builds authentic relationships with individuals in work groups and teams
  • Consistently demonstrates and lives Point B cultural tenets and values
  • Participates in firm culture activities to connect regularly with other Point B'ers.

Requirements

  • B.A. or B.S. degree in business, marketing, or a related field (preferred)
  • 3+ years of corporate/business experience, preferably in professional services, sales, and business development
  • Proven track record in a sales or business development role, preferably in a B2B environment
  • Strong prospecting and lead generation skills, with experience in cold calling, email outreach, and social selling techniques
  • Demonstrated persistent and goal-oriented mindset with the ability to overcome objections
  • Familiarity with CRM systems (e.g., Salesforce) and proficiency in using sales tools and Marketing technologies
  • Experience working effectively as a collaborative team player with cross-functional teams
  • Strong business acumen and intellectual curiosity to learn about targeted services and industry trends

Nice-to-haves

  • Experience articulating value propositions and engaging prospects
  • Demonstrated ability to manage multiple priorities effectively
  • Knowledge of sales, marketing and selling strategies

Benefits

  • Competitive base pay
  • Employee Stock Ownership Plan (ESOP)
  • Flexible Total Rewards program
  • Leadership development opportunities
  • Recognition for individual contributions
  • Work-life balance with local or national clients
  • Collaborative culture
  • Comprehensive benefits package
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