Sales Development Representative

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

CoAd is seeking a motivated and results-driven Sales Development Representative (SDR) to support our growth by generating qualified sales opportunities through a mix of outbound prospecting and inbound lead follow-up . This role is responsible for consistently hitting daily activity goals, setting qualified appointments, and creating a strong first impression for prospective clients.

The ideal candidate is coachable, competitive, organized, and thrives in a fast-paced environment while balancing multiple lead sources and priorities.

Essential Job Functions

• This position reports into our local office M-F
• Make 80 outbound calls per day to targeted prospects using company tools and call lists
• Conduct discovery conversations to identify needs, qualify prospects, and generate interest
• Set qualified Initial Appointments (IAs) for the sales team
• Maintain consistent follow-up cadence through calls, voicemails, and messaging
• Work all inbound leads assigned, including:
• Marketing-generated inbound leads
• Inbound phone calls
• Respond quickly and professionally to inbound inquiries
• Qualify inbound prospects and schedule IAs based on fitness and readiness
• Ensure clean lead routing, follow-up, and communication throughout the process
• Accurately log all activity, notes, and next steps in Salesforce
• Utilize Gong to review calls, improve talk tracks, and apply coaching feedback
• Use Nextiva for outbound and inbound calling and call management
• Maintain organized pipeline activity and follow-up tasks to ensure no lead is missed
• Performance Expectations / KPIs
• 80 outbound calls per day
• 6 Initial Appointments (IAs) set per week
• Consistent and timely follow-up on all inbound leads assigned

Required Qualifications

• Strong communication skills (verbal and written)
• Comfortable making high-volume outbound calls and handling objections
• Ability to manage time effectively and stay organized in a high-activity role
• Basic computer proficiency and ability to learn new systems quickly
• Positive attitude, coachability, and strong work ethic
• 6+ months experience in sales, SDR/BDR, call center, or customer-facing role
• Experience using Salesforce, Gong, and/or Nextiva
• Familiarity with outbound prospecting and inbound lead qualification

About CoAd

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

EEO

CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.