Sales Development Representative

About the role

OneDigital | Resourcing Edge is looking for a Sales Development Representative to grow & maintain our sales funnel by identifying ideal prospects, enriching and validating contact data, and advancing leads to qualified opportunities. The SDR will own CRM hygiene in Zoho CRM and run consistent outreach using phone, email, LinkedIn and personal drops (where possible), helping ensure our outreach is targeted, accurate, and timely. Primary Outcomes (What Success Looks Like) A steady stream of qualified prospects added to the pipeline each week Clean, accurate Zoho CRM records (contacts, accounts, notes, statuses, tasks) Consistent advancement of leads through their defined stages Qualified appointments booked with the correct people Work Style & Expectations Self-directed: you don't wait to be told what's next - you find the next best action Process-oriented: you create repeatable systems and checklists Metrics-driven: you care about volume, quality, and conversion - not just "busy work" Confidential and professional: you'll handle sensitive contact and pipeline data

Responsibilities

• Funnel-Fill & Prospecting Support
• Build and maintain targeted prospect lists based on our Ideal Client Profile (ICP)
• Identify decision-makers (HR, Payroll, Operations leadership) and confirm they're current
• Research businesses and prioritize best-fit targets for outreach and in-person drops
• Data Enrichment & Validation
• Enrich accounts and contacts with missing fields (titles, emails, phone numbers, locations, employee count, etc.)
• Validate data accuracy (correct addresses, correct office locations, company status, role confirmation)
• Verify that the person we want to meet actually works in that office (not remote, not outdated)
• Zoho CRM Ownership (Non-Negotiable)
• Create/update leads, contacts, accounts, and deal records in Zoho CRM
• Maintain clean pipeline stages, next steps, tasks, and follow-up dates
• Log activities and ensure every lead has an owner, status, and next action
• Campaign Execution (Zoho CRM/Campaigns)
• Create, schedule, and send outbound campaigns (email sequences and/or light multi-touch)
• Segment lists, manage suppression lists, and ensure compliance with best practices
• Track performance metrics (open/reply rates, meeting conversions) and recommend adjustments
• Coordinate follow-up workflows so no warm lead falls through the cracks
• Qualified Appointment Setting
• Book 30-minute initial meetings with prospects who have need and desire to learn more about Payroll Experts offerings
• Send calendar invites and reminder cards (when applicable)
• Complete secondary invite to sales rep with required prospect data
• Ensure calendar alignment (may deal with multiple time zones), optimize drive time and appointment proximity for maximum efficiency

Requirements

• Education & Experience
• 2+ years supporting sales teams, outbound prospecting, or CRM administration
• Strong experience with Zoho CRM/Salesforce or competing CRM platform
• Experience in B2B services/SaaS/HCM/payroll (helpful but not required)
• Basic understanding of deliverability and list hygiene
• Familiarity with mapping/routing tools (Google My Maps, Route planning apps, etc.)
• Experience running outbound email campaigns

Benefits

Additional Information

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves. We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership. Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter. Our Newest Opportunity: Title: Sales Development Representative Location: Scottsdale, AZ (onsite); Remote considered DOE Role Type: Full-Time; Non-Exempt Pay Range: $24-$27hr DOE

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