• Perform initial screening of inbound leads, assessing each contact's potential to ensure only the most qualified advance in the sales pipeline • Reach out to leads quickly and assertively, providing an excellent initial experience and increasing conversion chances • Document all interactions in the CRM, ensuring the team has complete, up-to-date information on each lead • Collaborate closely with the sales team to ensure qualified leads are prepared for the closing process • Monitor performance KPIs and recommend continuous improvements to lead qualification and engagement processes • Collect feedback from leads and share insights with marketing and sales teams to optimize acquisition and outreach • Stay informed about developments in the financial sector and product updates, ensuring effective and accurate communication with leads.

• Produce qualified meetings for Sales that convert into pipeline opportunities • Achieve key metrics for sales growth on a monthly and quarterly basis • Know what it takes to meet or exceed your goals and maintain the momentum to do so • Identify prospective companies as potential customers based on assigned territory or vertical • Perform research on companies as a component of lead generation and qualification activities utilizing the web and other available research tools • Navigate through an organization to get what you need • Build and maintain alignment and positive partnerships with Sales and Marketing to meet regional objectives • Leverage any opportunity you can to learn the market and the business • Work with mentors to set goals for yourself • Ensure use and data integrity of Salesforce (CRM) and Sales Engagement Tool

Sales Development Representative Full-Time | Remote Hourly Rate: $25-27/hour (commensurate with experience) Join a Team That’s Growing The Sales Development Representative (SDR) builds referral-source relationships with healthcare providers and their practices by combining outbound outreach (phone, fax, email).The SDR role partners with Business Development Managers (BDMs) and Clinic Directors (CDs) to prioritize opportunities and drive referral growth. What You’ll Do - Identify and prioritize targets using several different reports concurrently with ability to pivot between reports daily. - Demonstrate exceptional attention to detail at the highest level when documenting provider contact details, ensuring all information is accurate, complete, and consistently maintained across multiple reports. - Ability to manage a high volume of targeted healthcare providers and practices. Responsible for reaching out to providers through outbound channels (phone, fax, email), maintaining consistent communication, and managing relationships to uncover and maximize growth opportunities. This includes closely tracking referral trends and proactively engaging new and existing providers to drive referral-source growth. - Effective relationship management relies on seamless teamwork across sales, operations, and other internal departments. This collective approach fosters strong provider relationships and drives mutual success. - Drive measurable growth (referral increases, improved consistency, or successful handoff to BDM/CD). What You Bring - Customer-service mindset: Relationship-first approach that supports clinics, providers, and patients. - Provider/practice research: Reconcile conflicting data across Salesforce CRM, reports, and online sources. - Outbound communication: Professional phone skills; clear emails/faxes tailored to the right contact (provider, office manager, referral coordinator). - Ability to consultative probe: Ask targeted questions to uncover referral workflows, decision-makers, patient needs, and partnership options. - Data stewardship: Maintain accurate records, strong documentation, and duplicate prevention. - Process discipline: Follow cadence and logging standards; know when to re-engage vs. monitor. - Territory/prioritization: Plan work using referral volume, trends, specialty fit, and regional priorities. - Collaboration and influence: Align with BDMs/CDs/SDRs on ownership, approvals, and introductions. Teamwork makes the dream work. - Judgment and risk awareness: Recognize sensitive scenarios and escalate appropriately to the appropriate department and contact. Tools, Systems & Resources Used - Salesforce: Manage Contacts/Accounts, ownership fields, activity logging, notes, duplicates, related contacts, and facility selection. - Reports/analytics via Yellowfin: Referral reports, and regional/focus clinic reports. - Online research: Practice/provider sites and web search, Social Media (Facebook/Instagram) and LinkedIn - Teams resources: Shared folders, tracking docs, and marketing assets (flyers, service grids, insurance lists, location cards). - Communication: Phone, fax, and email for outreach; Teams for internal coordination. Qualifications - Required: Experience in outbound calling/sales development/customer service or healthcare outreach; strong writing skills; high attention to detail; comfort with CRM (Salesforce preferred) and spreadsheets; ability to run a repeatable, well-documented workflow. - Preferred: Healthcare referrals/medical office experience; multi-location/provider org exposure; Salesforce structures/logging; report-driven prioritization; coordination with field sales/internal clinic leadership, provider relations. Benefits - Rest, Reset & Recharge: 2 weeks PTO; Sick time in accordance with state and local requirements; plus 6 major holidays to unplug and focus on what matters most. - Plan Ahead: Company-matched 401(k) to help you build what’s next, available once eligibility requirements are met (500+ hours in two consecutive years). - Care for Your Crew: MetLife Pet Insurance with flexible plans, up to 90% reimbursement on eligible expenses, and 24/7 telehealth support via the PetMobile app. - Play More, Pay Less: Exclusive savings through PlumBenefits and LifeMart on travel, hotels, theme parks, sporting events, shows, electronics, food delivery, and more. Equal Opportunity Employer, including Disabled/Veterans.

About the Role The Business Development Representative supports the growth of our presence in the global automotive aftermarket by identifying, prospecting, and qualifying potential customers through proactive outreach, primarily cold calling. This role plays a critical part in developing a healthy sales pipeline by targeting parts distributors, suppliers, repair shops, and other key players in the industry. The position requires persistence, strong product curiosity, and the ability to clearly communicate how our solutions help customers improve efficiency, product data accuracy, and market reach. Key Responsibilities Primary Focus - Proactively identify and qualify sales opportunities in the automotive aftermarket sector through cold calls and targeted outreach. - Schedule qualified appointments for the senior sales team. - Research companies to understand their role in the aftermarket supply chain and potential fit for our solutions. Daily Tasks - Make high-volume outbound calls to prospective clients, including parts distributors, suppliers, and repair networks. - Maintain accurate and up-to-date records in CRM. - Follow up on inbound leads when assigned. Goals & Objectives - Achieve or exceed monthly/quarterly KPIs for calls, meetings, and qualified leads. Collaboration & Reporting - Track outreach activity and results in CRM. - Provide weekly progress reports to manager. Your Profile Education - High school diploma required; bachelor’s degree preferred. Experience - 1+ year in a sales, telemarketing, or customer service role preferred. - Understanding of industry players, supply chain, and data standards (e.g., ACES/PIES) is highly desirable. Skills & Tools - Digital tools: CRM, Microsoft Office Suite. - Data Management: Accurate entry and tracking of customer data. - Methodologies: Familiarity with outbound sales techniques and qualification frameworks (e.g., BANT, MEDDIC) is highly desired. - Automotive Standards: Knowledge of ACES/PIES data formats and their role in product cataloging is an asset. Benefits: - Fully Remote – work from anywhere within the United States or Canada - Comprehensive Health Benefits – supporting your physical and mental well-being - Competitive Salary – based on experience and market benchmarks - Company-Provided Equipment – everything you need to succeed from day one Culture: At TecAlliance, we believe that people do their best work when they feel valued, trusted, and part of a supportive team. - Our Values in Action – We live ownership, cooperation, entrepreneurial thinking, and self-reflection, working together as ONE team. - A Team That Celebrates Together – From project wins to personal milestones, we believe there’s always something worth celebrating. - Come As You Are – Whether you’re a T-shirt person or a button-up enthusiast, we value authenticity over dress codes. - Professional but Human – In customer-facing roles, you’re the face of TecAlliance. We expect professionalism, but we trust your judgment on when to add personality, humor, and warmth - because customers remember how you made them feel. - Your Voice Matters – You’ll help shape our value-driven culture and agile transformation. We’re curious, collaborative, and ready to tackle challenges together.