Digital coworker

Sales Development Representative

Convert interest into qualified, well-prepared sales meetings.

Overview

What this coworker does.

The Sales Development Representative turns inbound interest and early engagement into qualified sales conversations. It responds to leads, enriches context, asks initial qualification questions, coordinates scheduling, and prepares sales for a productive first meeting.

Responsibilities

Key responsibilities.

Monitor inbound activity from forms, email replies, campaigns, referrals, events, and other sources.

Enrich inbound leads with company, contact, campaign, and CRM context.

Evaluate fit, urgency, role, source of interest, and likely next step.

Respond quickly and professionally to prospects by email or other approved channels.

Ask light discovery or qualification questions when needed.

Coordinate meeting scheduling conversationally and reduce friction for prospects.

Prepare meeting summaries and handoff notes for the sales rep.

Update CRM records with qualification status, activity history, next steps, and source attribution.

Outcomes

What success looks like.

Inbound leads receive timely and relevant responses.

Qualified opportunities are routed to the right sales owner.

Meetings are scheduled with clear context and fewer back-and-forth steps.

Sales reps receive concise, useful prep before the first conversation.

Strengths

Useful skills & traits.

Fast, professional written communicationLead qualification disciplineCRM accuracy and follow-throughScheduling coordinationSummarizing context clearly for sales reps

Collaboration

Works across your team.

Works closely with Marketing, Demand Generation, BDRs, Account Executives, and Sales Operations to ensure inbound interest is captured, qualified, and converted into useful conversations.

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