Sales Development Representative
Role Summary
The Sales Development Representative (SDR) at Isos Technology is a front-line revenue role responsible for qualifying inbound and outbound demand, engaging early-stage prospects, and creating high-quality sales opportunities for the Account Executive team. This role plays a critical part in Isos’ go-to-market motion by ensuring speed to lead, disciplined qualification, and consistent flow of opportunities into the sales pipeline.
The SDR serves as the first commercial touchpoint for many prospective clients and works closely with Account Executives, Sales Leadership, Marketing, and Partner teams to ensure opportunities are routed, documented, and transitioned properly. This role is ideal for early-career sales professionals who are motivated by structured processes, learning consultative selling fundamentals, and developing toward future closing roles within the Isos Revenue Organization.
Primary Accountabilities
Inbound Lead Qualification & Opportunity Creation
- Serve as the initial point of contact for inbound leads generated through Marketing, Atlassian partner referrals, and other approved inbound channels.
- Respond to inbound inquiries in a timely and professional manner to ensure strong first impressions and optimal lead performance.
- Conduct structured (BANT) discovery conversations to understand prospect needs, challenges, urgency, and potential fit for Isos Technology solutions.
- Qualify inbound leads against established criteria and determine readiness for sales engagement.
- Create opportunities in the Qualification pipeline within HubSpot CRM, ensuring all required fields, discovery notes, and context are accurately captured.
- Ensure opportunities are routed through the appropriate Sales Director for assignment in accordance with territory and Rules of Engagement guidelines.
Outbound Prospecting
- Execute consistent outbound activity including calls, emails, and LinkedIn outreach to generate qualified meetings for the sales team.
- Research and prioritize target accounts and personas, tailoring messaging to relevant pain points and use cases.
- Build and manage outbound sequences and follow-up cadences to maximize response and conversion rates.
- Qualify outbound leads against agreed-upon criteria, such as ICP, fit, intent, and timing, and route appropriately.
- Collaborate with Marketing and Sales to refine messaging, targeting, and campaign performance based on real-time feedback.
Sales Opportunity Handoff & Transition
- Schedule meetings between qualified prospects and assigned Account Executives to ensure a seamless transition from qualification to sales execution.
- Schedule, attend, and support initial qualification or discovery meetings as needed to provide continuity and context.
- Provide Account Executives with clear, concise documentation of prospect goals, pain points, stakeholders, and next steps.
- Ensure all opportunity details, activity history, and communication are accurately reflected in HubSpot CRM prior to handoff.
- Once an opportunity is handed off, transition ownership to the Account Executive while remaining available for clarification or support as needed.
Follow-Up Enforcement & SLA Accountability
- Monitor assigned opportunities to ensure follow-up occurs within established service-level expectations.
- If an assigned Account Executive does not follow up within one business day, proactively tag the seller and Sales Leadership within HubSpot and internal communication tools.
- Escalate unresponsive opportunities to Sales Leadership for reassignment when follow-up requirements are not met.
- Support Sales Leadership by helping enforce consistent engagement standards and pipeline hygiene across the early sales funnel.
Cross-Functional & Partner Collaboration
- Partner closely with Account Executives to understand sales priorities, territory focus, and qualification expectations.
- Collaborate with Marketing to provide feedback on lead quali
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