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 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 budget, timeline, and need, and prioritize them for further engagement.
• Engage in conversations with leads to understand business challenges, needs, and pain points.
• Educate leads about the value proposition of the company's offerings and how they 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 CRM system.
• Monitor and update lead profiles to reflect changes in status or needs.
• Meet or exceed KPIs such as opportunity creation targets, SQOs, conversion rates, outreach activity, and ACV contribution.
• Provide regular reports and insights on lead generation and qualification activities.
• Demonstrate measurable improvement in call quality, objection handling, and conversion rates within the first 12 months.
• Consistently meet monthly, quarterly, and yearly opportunity and activity targets.
• Ensure outbound execution is aligned with current messaging, positioning, and GTM priorities.
• Build trust with sales teams to translate opportunities 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.
• Self‑motivated, results‑oriented, and able to work independently.
• Familiarity with CRM software and sales automation tools such as Salesforce, Hub Spot, Outreach, Zoom Info, Ring Lead, Nooks, Qualified.
• 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.

• Hybrid remote working options.
• Focus on work/life balance and generous vacation time.
• Top‑notch health benefits.
• Community involvement opportunities with time off to volunteer.

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 Stock Exchange. Smart Vault continues to operate as a wholly owned subsidiary in the US, but we are now part of a much larger global team with expanded products serving the US, UK, and Australia/New Zealand markets.

We value diversity at Smart Vault, and we’re committed to creating an inclusive culture where everyone can be themselves and reach their full potential. We actively encourage applications from people of all backgrounds and cultures and believe that a diverse team helps build the best products, deliver the best services, and tackle the diverse and exciting challenges we face.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship is not available at this time.