
Sales Development Representative
Skills
About the role
We're looking for a Sales Development Representative to drive outbound pipeline for a fast-moving private equity firm actively sourcing acquisition targets across service company verticals. You will research prospects, build pre-call intelligence reports using AI tools, manage outbound outreach, qualify leads, and book meetings for the deal team.
This role is heavier on research and preparation than a typical SDR position. Before every call, you will be expected to build a structured company and contact brief using Claude or similar AI tools so the deal team walks in fully prepared. If you have a sales background, know your way around Salesforce, and are genuinely skilled at using AI to produce fast, accurate research and reports, this role is a strong fit.
Why You'll Want to Join
You will be paid in USD (bi-monthly: every 15th and 30th)
Paid Time Off in accordance with company policy
Observance of Holidays per company guidelines
100% remote setup so you can work wherever you're most productive
This role requires availability during US business hours
Work directly with a deal team at an active acquisition firm sourcing across multiple service verticals
High-ownership role with direct impact on deal flow and pipeline
What You'll Work On
Pre-Call Research and Report Building
Build structured company and contact intelligence reports ahead of every outbound call using Claude or similar AI tools
Research target companies across verticals including IT managed services, marketing agencies, BPO, accounting and finance, logistics, SaaS, software development, and recruiting
Summarize key business context, ownership structure, financials where available, growth signals, and likely motivations for a potential transaction
Ensure the deal team walks into every call fully briefed and prepared
Outbound Prospecting and Pipeline Management
Identify and build target lists of prospective acquisition targets across defined service verticals
Conduct outbound outreach via phone, email, and LinkedIn to engage business owners and senior decision-makers
Qualify prospects against defined acquisition criteria and move qualified leads efficiently to booked meetings
Maintain accurate and up-to-date records of all outreach, qualification activity, and pipeline status in Salesforce
Meeting Booking and Handoff
Book qualified meetings for the deal team with full context and pre-call briefing attached
Coordinate scheduling and follow-up to keep prospects engaged through the handoff process
Track meeting conversion rates and flag patterns in prospect quality or objections proactively
What You Bring
Proven sales or SDR experience with a track record of outbound prospecting and meeting booking
Hands-on experience with Salesforce for managing leads, tracking activity, and maintaining pipeline records
Strong working proficiency with AI tools such as Claude or ChatGPT, specifically for research, summarization, and report building rather than just general use
Ability to produce fast, accurate, well-structured company briefs and contact intelligence reports independently
Strong written and verbal English communication skills with a confident and professional tone
Highly organized and self-directed with the ability to manage high outreach volume and research output simultaneously
Comfortable engaging business owners and senior decision-makers across a range of service industries
Nice to Have
Experience in a deal sourcing, M&A, private equity, or investment banking environment
Familiarity with service company verticals such as IT managed services, marketing agencies, BPO, accounting, logistics, SaaS, or recruiting
Background using tools such as PitchBook, Crunchbase, Apollo, or ZoomInfo for prospect research
Experience supporting a deal team or senior executives with research and pre-meeting preparation
How to Apply
Please include:
Your updated resume
A short Loom video (1 to 2 minutes) introducing yourself, describing your outbound sales experience, and walking through how you would use AI to build a pre-call company brief for a target acquisition prospect
Only candidates who submit a Loom video will be moved to the next step of the hiring process.
If you are a sharp, research-driven SDR who can combine outbound sales execution with AI-powered preparation and want to work at the front end of an active deal pipeline, this role gives you the ownership and the direct impact to do your best work.
Application Process Overview
Our comprehensive selection process ensures we find the right fit for both you and our clients:
Initial Application - Submit your application and complete our prequalifying questions
Video Introduction - Record an video introduction to showcase your communication skills and work experience
Role-Specific Assessment - Complete a homework assignment tailored to the position (if applicable)
Recruitment Interview - Initial screening with our talent team
Executive Interview - Meet with senior leadership to discuss role alignment
Client Interview - Final interview with the client team you'd be supporting
Background & Reference Check - Professional reference verification
Job Offer - Successful candidates receive a formal offer to join the team
Each stage is designed to evaluate your fit for the role while giving you insights into our company culture and expectations. We'll keep you informed throughout the process and provide feedback at each step.
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