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Business Development Representative
AI Summary
Supports the sales team by researching permit data for elevator opportunities, qualifying website leads, maintaining CRM pipeline accuracy, and assisting TSMs with rush quotes and change orders. Routes qualified prospects to the responsible territory sales manager.
About this role
Description
Business Development Representative
Department: Sales
Reports to: Vice President of Sales
Location: Tallahassee Office
Position summary
The Business Development Representative (BDR) supports the sales team by identifying new opportunities, qualifying inbound leads, improving pipeline accuracy, and helping Territory Sales Managers (TSMs) respond to time-sensitive quote and change-order requests. The role combines prospect research, lead qualification, CRM support, and occasional sales coordination.
Core responsibilities
- Review permit data: Review building permit records to identify potential residential elevator projects and new account opportunities. Research and qualify relevant contacts and project details, then route appropriate opportunities to the responsible TSM.
- Qualify website leads: Respond to website inquiries, gather key project information, assess fit and timing, document findings in the CRM, and connect qualified prospects with the appropriate TSM.
- Support pipeline hygiene: Help TSMs maintain accurate, current CRM records by identifying missing information, outdated stages, overdue follow-ups, and other data-quality issues.
- Assist with urgent sales requests: From time to time, help TSMs prepare rush quotes or process change-order requests, coordinating with the appropriate internal teams as needed.
- Coordinate and communicate: Keep the relevant TSM informed about lead status, research findings, customer needs, and any outstanding next steps.
- Share trends and feedback: Report recurring lead-quality issues, permit-data findings, and process gaps to the Vice President of Sales.
Success measures
- Relevant permit opportunities researched, qualified, and routed to the correct TSM.
- Timely response and effective qualification of website leads.
- Accurate and complete CRM records for assigned support work.
- Quality and timeliness of pipeline hygiene assistance.
- Responsiveness and accuracy when assisting with rush quotes and change orders.
- Clear communication and effective handoffs to TSMs.
Requirements
Qualifications
- Strong research, communication, and organizational skills.
- Ability to assess information, ask clear qualification questions, and identify useful next steps.
- Careful attention to detail when working with permit records, customer information, and CRM data.
- Ability to manage recurring tasks while responding to time-sensitive requests.
- Comfort using CRM and standard business software.
- Customer-focused approach and willingness to learn the company’s products, sales process, and territory structure.
Preferred experience
- Experience in sales development, lead qualification, sales coordination, customer service, or a related role.
- Familiarity with residential construction, building permits, or consultative sales.
- Knowledge of the company’s products, customers, and internal processes.
Skills
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