Role Description We are seeking a motivated and experienced Sales Development Representative (SDR) to join our growing team. This is a critical role focused on driving net-new business pipeline generation and supporting revenue growth through disciplined outbound prospecting and early-stage engagement. The SDR will work closely with senior sales leadership to identify, engage, and qualify opportunities within DataVue’s target verticals, including personal lending, mortgage, auto finance, fintech, and related financial services markets. This role is designed for someone who thrives in a high-activity, performance-driven environment and enjoys the challenge of opening doors, building momentum, and creating qualified pipeline opportunities through consistent outreach and follow-up. This position is fully remote with a structured onboarding and training program to support ramp-up and long-term success. Key Responsibilities - New Business Prospecting - Execute consistent, high-volume outbound prospecting activities across defined target verticals and named account lists. - Outreach will include email, phone, LinkedIn, and other relevant channels to generate engagement and create qualified meetings for the sales team. - Develop thoughtful outreach messaging and follow-up sequences designed to capture attention, create relevance, and generate early-stage conversations with decision-makers. - Lead Qualification & Early Engagement - Own initial prospect conversations to determine business fit, interest level, timing, and alignment with DataVue’s solutions before transitioning opportunities to senior sales leadership. - Maintain thoughtful and informed conversations that align prospect pain points with vertical-specific use cases and market challenges. - Sales Collaboration - Partner directly with the Sales team to develop targeted outreach strategies and account prioritization plans. - Build and maintain a healthy pipeline of qualified leads through proactive, multi-channel prospecting. - Conduct high-volume outbound outreach via email, phone, LinkedIn, and other relevant platforms. - Qualify inbound and outbound leads and schedule discovery calls or demos for Account Executives. - Marketing Collaboration - Work closely with the Marketing team to support scalable outreach initiatives and campaign execution. - Leverage marketing automation and sales engagement tools to optimize outreach sequences and messaging. - Provide feedback from prospect conversations to help inform messaging, content, and campaign strategy. - Align outreach efforts with active marketing campaigns to ensure a consistent and cohesive prospect experience. - Pipeline & CRM Management - Accurately log all outreach activity, notes, and lead status in the CRM. - Maintain organized and up-to-date account and contact records. - Track and report weekly performance against defined activity and pipeline metrics. Qualifications - Minimum 2 years of experience in an SDR, BDR, or similar outbound sales development role. - Demonstrated ability to meet or exceed outreach activity targets and pipeline goals. - Experience supporting new logo acquisition efforts in B2B environments. - Comfortable operating in a metrics-driven, high-activity outbound environment. - Strong written and verbal communication skills with an ability to craft compelling outreach messaging. - Comfortable working independently in a remote environment with a high degree of self-motivation. - Proficiency with CRM platforms and sales engagement tools (e.g., HubSpot, Salesforce, Pipedrive, LinkedIn Sales Navigator, sequencing tools, etc.). Nice to Have - Experience within financial services, lending, credit data, prescreen marketing, marketing analytics, or performance marketing environments. - Experience in a B2B SaaS or technology-related industry (direct industry experience is not required). - Familiarity with account-based outreach or ABM strategies. - Experience using LinkedIn Sales Navigator or similar prospecting tools. Benefits - Private Health Insurance - Paid Time Off - Work From Home - Performance Bonus

• Sales Development Representatives are crucial in generating new business for the company by creating market awareness, identifying potential clients, and qualifying leads through inbound and outbound channels. • Their primary responsibility is to turn leads into qualified opportunities by partnering with marketing and sales to execute lead-generation phone and email campaigns. • They develop relationships with prospects and act as the initial point of contact, working towards scheduling demonstrations for their assigned Regional Sales Managers (RSMs). • Conduct outbound cold calls, develop email campaigns, and use other social mediums, such as LinkedIn, to educate and demonstrate the value of our solutions to prospects. • Research target leads and personas and create an analysis of the prospect before handing them off to a Regional Sales Manager(s) or Account Executives. • Refine your sales skills, and quickly learn about the healthcare industry and our product offering to effectively communicate the value proposition of our solutions and overcome objections and competitive questions. • Follow-up on inbound marketing leads and identify qualified opportunities providing appropriate levels of information at the right time for interested prospects. • Maintain detailed and updated documentation and lead management activity using Salesforce.com, SalesLoft/Outreach, and other tools. • Consistently achieve qualified opportunity quotas to ensure territory revenue objectives.

• Partner closely with Account Executives to develop an ongoing engagement strategy with assigned customer and prospect accounts to drive revenue goals • Provide baseline research and intelligence within target accounts to identify key contacts and critical account information • Prospect into target accounts via cold-calling, outbound prospecting, networking, email, e-marketing, campaigns, and social outreach • Qualify leads and contacts based upon specifically defined criteria to transition meaningful sales leads into the pipeline • Learn and demonstrate a fundamental understanding of Workiva’s Platform and clearly articulate its capabilities and advantages to decision makers • Contribute to critical functions associated with fulfilling the sales cycle (forecasting, reporting, Customer Relationship Management (CRM) maintenance, correspondence, and communications) • Drive attendance to various events (webinar, conferences, etc.), and provide post-event follow-up • Develop and maintain a current understanding of Workiva’s latest product offerings, and competitive product/market knowledge • Meets or exceeds quarterly, monthly, or quarterly goals and metrics

• Conduct high-volume outbound calls daily, working through a defined call list • Run structured email and LinkedIn outreach in parallel with calling • Qualify prospects against clear criteria; book meetings for Account Executives • Log activity and outcomes in CRM • Hit weekly and monthly activity and meeting targets