Apply on Employer Site

Red Oak · 3 hours ago

Sales Development Representative

Austin, TX

Full-time

Hybrid

Entry Level

1+ years exp

Red Oak is seeking a Sales Development Representative (SDR) to be the first point of contact for prospective clients and drive pipeline growth for their sales organization. The SDR will identify and qualify new business opportunities while collaborating with the sales team to achieve revenue goals.

Software

Responsibilities

Research and identify potential clients within the financial services and compliance technology sectors

Conduct outbound outreach via email, phone, and social media to generate interest and schedule discovery meetings for Account Executives

Qualify inbound leads and assess their fit based on Red Oak’s ideal client profile

Collaborate closely with Marketing and Sales to align messaging, campaigns, and outreach strategies

Maintain accurate records of prospect interactions and pipeline activity in CRM systems (e.g., Salesforce)

Stay informed on Red Oak’s product offerings, industry trends, and competitive landscape to effectively communicate value to prospects

Participate in regular training and coaching sessions to continuously improve outreach techniques, product knowledge, and sales skills

Support the sales team in achieving pipeline and revenue goals by consistently meeting activity and meeting-setting targets

Qualification

Sales DevelopmentCRM SystemsTech SavvyCommunication SkillsDrive & CuriosityIndustry AwarenessTeam Player

Required

1–3 years of experience in a sales development, business development, or lead generation role

Excellent verbal and written communication skills, with the ability to craft compelling outreach messages and engage decision-makers

Self-motivated, goal-oriented, and eager to learn

Comfortable with rejection and persistent in follow-up

Collaborative mindset with a willingness to support team goals and contribute to a positive, high-performance culture

Preferred

Experience in a sales development, business development, or lead generation role, preferably in a SaaS or B2B technology environment

Familiarity with CRM systems (e.g., Salesforce), sales engagement tools, and LinkedIn Sales Navigator

Interest in financial services, compliance, or enterprise SaaS

Company

Red Oak

Red Oak’s Compliance Connectivity Platform unifies content creation, review, distribution, and supervision into a single, compliance-grade system built specifically for financial services.

Founded in 2010

Cedar Park, Texas, USA

51-200 employees