Sales Development Representative
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Job Description
2 - 6 Years
Group Company: PH - Intogreat Solutions Philippines Inc
Designation: Sales Development & Prospect Engagement Specialist
Office Location: Permanent WFH
A Sales Development & Prospect Engagement Specialist is responsible for identifying, engaging, and qualifying prospective clients through outbound and inbound sales activities. The role focuses on building relationships with accounting firms, advisers, and business decision-makers, understanding their needs, and generating qualified sales opportunities for the business. This position requires strong communication skills, consultative selling abilities, CRM proficiency, and the ability to nurture prospects through the early stages of the sales pipeline.
- Prospect Engagement: Contact and engage potential clients through phone calls, emails, referrals, events, webinars, and marketing campaigns.
- Lead Qualification: Conduct discovery discussions to understand client needs, challenges, and suitability for the company's solutions.
- Appointment Setting: Schedule qualified meetings, product demonstrations, and sales discussions with key stakeholders.
- Relationship Building: Develop and maintain strong relationships with prospects, accounting professionals, and business decision-makers.
- Lead Nurturing: Maintain regular follow-up activities with prospects to keep them engaged throughout the sales cycle.
- CRM Management: Update and maintain accurate records of prospect interactions, opportunities, and follow-up activities within CRM systems.
- Sales Pipeline Support: Assist in moving qualified prospects through the sales funnel and support conversion activities.
- Solution Promotion: Communicate the value proposition, features, and benefits of the company's products and services to prospective clients.
- Market Intelligence: Gather feedback, identify market trends, and provide insights on competitor activities and customer needs.
- Cross-Functional Collaboration: Work closely with Marketing, Operations, Client Services, and Leadership teams to support business growth initiatives.
- Reporting & Performance Tracking: Monitor and report on key sales development metrics, including lead generation, qualification rates, meetings booked, and pipeline progression.
- Compliance & Professionalism: Ensure all interactions are conducted in accordance with company policies, industry standards, and data privacy requirements.
Job Snapshot
Updated Date
02-Nov-2026
Department
Accounting
Location
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