Business Development Representative

The Role

The Business Development Representative (BDR) is a vital member of the marketing and sales team, responsible for qualifying leads and generating opportunities (demos) to support the company's growth initiatives. The BDR plays a crucial role in identifying potential customers, initiating contact, and nurturing relationships to convert prospects into qualified sales opportunities. This position requires a proactive and results-driven individual with excellent communication skills and a passion for helping businesses succeed.

• Identify and research potential leads through various channels, including online research, social media, trade shows, webinars, inbound inquiries, and data enrichment sources.

• Build and maintain a database of potential customers and decision-makers within target industries and companies.

• Initiate outbound communication with leads via phone calls, emails, videos, and social media to introduce the company's products or services and gauge their interest.

• Qualify leads based on criteria such as budget, timeline, and need, and prioritize them for further engagement.

• Assist with inbound strategies (seasonal basis) targeting customer upsells via phone calls, emails, videos, and social media to highlight the company's products or services and gauge their interest.

• Engage in conversations with leads to understand their business challenges, needs, and pain points.

• Educate leads about the value proposition of the company's offerings and how they can address specific needs.

• Maintain ongoing communication with qualified leads to build and strengthen relationships.

• Provide relevant content, resources, and information to nurture leads through the sales funnel.

• Collaborate closely with the sales team to hand off qualified leads and ensure a seamless transition from marketing to sales.

• Provide detailed lead information and insights to help sales professionals tailor their approach.

• Keep accurate records of all interactions and lead status in the customer relationship management (CRM) system.

• Monitor and update lead profiles to reflect changes in their status or needs.

• Meet or exceed key performance indicators (KPIs), such as Opportunity creation targets, SQO’s, conversion rates, outreach activity, and ACV contribution.

• Provide regular reports and insights on lead generation and qualification activities.

• You are consistently meeting or exceeding monthly, quarterly, and yearly opportunity and activity targets.

• Demonstrating measurable improvement in call quality, objection handling, and conversion rates.

• Leads are worked quickly, accurately, and consistently across all channels.

• Outbound execution is aligned with current messaging, positioning, and GTM priorities.

• Sales teams trust opportunities you are creating and it’s translating into closed-won deals.

• High-energy with a strong desire to succeed.

• 1-3 years of proven experience as an MDR/SDR/BDR in lead generation, inside sales, or a related role (preferably B2B SaaS).

• Strong communication and interpersonal skills, including active listening and rapport-building abilities.

• Self-motivated, results-oriented, and able to work independently.

• Familiarity with CRM software and sales automation tools (e.g., Salesforce, Hub Spot, Outreach, Zoom Info, Ring Lead, Nooks, Qualified, or similar).

• Ability to adapt to changing priorities and work in a fast-paced environment.

• Excellent time management and organizational skills.

• Experience selling into accounting, bookkeeping, or professional services firms.

• Experience working closely with Sales, Marketing, and Product teams.

• Familiarity with webinar-driven pipeline and marketing-sourced demand

Smart Vault is a cloud-based document management and file-sharing solution for small-to-medium-sized businesses, professional accountants, and bookkeepers. In 2017, Smart Vault became part of the Get Busy Group, which is AIM-listed and currently trading on the London…