• Research and identify potential leads using Salesforce, LinkedIn and other demand generation solutions, through various channels, including online research, social media, and industry events. • Contact and qualify potential customers (40-50 phone calls per day) along with email campaigns (30 emails per day). • Setup appointments and follow up on leads. • Track progress towards meeting sales goals. • Maintain and update the lead database in Salesforce, ensuring accurate and up-to-date information. • Collaborate with the marketing team to create and execute lead generation campaigns. • Attend trade shows and industry events as required. • Assist the sales team in setting up and coordinating product demos and presentations for sales calls and events. • Prepare and customize sales materials and presentations to address specific client needs. • Provide administrative support to the sales team, including scheduling meetings, preparing reports, and managing sales documentation. • Track and follow up on sales leads, ensuring timely and effective communication. • Maintain accurate and up-to-date records of all sales activities and interactions in the CRM system. • Provide regular reports on lead generation and qualification metrics. • Assist the presales team in setting up and coordinating product demonstrations and presentations for clients meetings and marketing events. • Assist the team in RFX proposal preparation, market research, and data analyses. • Facilitate communication between stakeholders in multiple time zones. • Coordinate meetings and demoes for stakeholders in multiple time zones. • Gather feedback from the presales and sales team on the quality of leads and the effectiveness of the qualification process. Use this feedback to refine prospecting and qualification strategies. • Support day-to-day operational tasks, including scheduling cross-functional meetings, tracking KPIs, and updating reports. • Assist based on business needs with marketing activities including creation and coordination of marketing collateral, social media posts, white papers, presentations, and other content to support brand visibility and sales outreach efforts. • Partner with Finance for travel budgets, team spend tracking, and ad hoc reporting. • Identify process improvements to streamline workflows and increase efficiency across the team. • Stay on top of industry trends

• Interviewing, Training, and Onboarding new team members who can have an immediate impact once they get on the phones. • Reviewing calls, emails, accounts, and opportunities to identify areas for improvement. • Tracking key metrics across the funnel to proactively identify gaps that need to be corrected. • Creating coaching plans that give real time feedback to reps based on the metrics and qualitative reviews of performance that document focuses for improvement • Holding reps accountable to what drives results. • Communicating to your team and cross-functionally what is working, what can be improved, and what you are focusing on as you scale the team.

Role Description OneDigital | Resourcing Edge is looking for a Sales Development Representative to grow & maintain our sales funnel by identifying ideal prospects, enriching and validating contact data, and advancing leads to qualified opportunities. The SDR will own CRM hygiene in Zoho CRM and run consistent outreach using phone, email, LinkedIn, and personal drops (where possible), helping ensure our outreach is targeted, accurate, and timely. Primary Outcomes (What Success Looks Like) - A steady stream of qualified prospects added to the pipeline each week - Clean, accurate Zoho CRM records (contacts, accounts, notes, statuses, tasks) - Consistent advancement of leads through their defined stages - Qualified appointments booked with the correct people Work Style & Expectations - Self-directed: you don’t wait to be told what’s next - you find the next best action - Process-oriented: you create repeatable systems and checklists - Metrics-driven: you care about volume, quality, and conversion - not just “busy work” - Confidential and professional: you’ll handle sensitive contact and pipeline data Key Responsibilities - Funnel-Fill & Prospecting Support - Build and maintain targeted prospect lists based on our Ideal Client Profile (ICP) - Identify decision-makers (HR, Payroll, Operations leadership) and confirm they’re current - Research businesses and prioritize best-fit targets for outreach and in-person drops - Data Enrichment & Validation - Enrich accounts and contacts with missing fields (titles, emails, phone numbers, locations, employee count, etc.) - Validate data accuracy (correct addresses, correct office locations, company status, role confirmation) - Verify that the person we want to meet actually works in that office (not remote, not outdated) - Zoho CRM Ownership (Non-Negotiable) - Create/update leads, contacts, accounts, and deal records in Zoho CRM - Maintain clean pipeline stages, next steps, tasks, and follow-up dates - Log activities and ensure every lead has an owner, status, and next action - Campaign Execution (Zoho CRM/Campaigns) - Create, schedule, and send outbound campaigns (email sequences and/or light multi-touch) - Segment lists, manage suppression lists, and ensure compliance with best practices - Track performance metrics (open/reply rates, meeting conversions) and recommend adjustments - Coordinate follow-up workflows so no warm lead falls through the cracks - Qualified Appointment Setting - Book 30-minute initial meetings with prospects who have need and desire to learn more about Payroll Experts offerings - Send calendar invites and reminder cards (when applicable) - Complete secondary invite to sales rep with required prospect data - Ensure calendar alignment (may deal with multiple time zones), optimize drive time and appointment proximity for maximum efficiency Qualifications - 2+ years supporting sales teams, outbound prospecting, or CRM administration - Strong experience with Zoho CRM/Salesforce or competing CRM platform - Experience in B2B services/SaaS/HCM/payroll (helpful but not required) - Basic understanding of deliverability and list hygiene - Familiarity with mapping/routing tools (Google My Maps, Route planning apps, etc.) - Experience running outbound email campaigns Knowledge/Skills/Abilities - Excellent verbal communication with ability to follow scripts while sounding friendly and open - Tenacious “hunter” mentality with strong resiliency and ability to overcome objections - Excellent research skills (LinkedIn, company websites, directories, etc.) - Strong attention to detail and comfort cleaning/standardizing data - Clear written communication and follow-through (tasks get closed, not “left open”) Benefits - Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. - Some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. - Eligible employees receive health, wellbeing, retirement, and other financial benefits. - Paid time off and overtime pay for non-exempt employees. - Robust learning and development programs. - Reimbursement of job-related expenses per the company policy. - Employee perks and discounts.

Role Description OneDigital | Resourcing Edge is looking for a Sales Development Representative to grow & maintain our sales funnel by identifying ideal prospects, enriching and validating contact data, and advancing leads to qualified opportunities. The SDR will own CRM hygiene in Zoho CRM and run consistent outreach using phone, email, LinkedIn, and personal drops (where possible), helping ensure our outreach is targeted, accurate, and timely. Primary Outcomes (What Success Looks Like) - A steady stream of qualified prospects added to the pipeline each week - Clean, accurate Zoho CRM records (contacts, accounts, notes, statuses, tasks) - Consistent advancement of leads through their defined stages - Qualified appointments booked with the correct people Work Style & Expectations - Self-directed: you don’t wait to be told what’s next - you find the next best action - Process-oriented: you create repeatable systems and checklists - Metrics-driven: you care about volume, quality, and conversion - not just “busy work” - Confidential and professional: you’ll handle sensitive contact and pipeline data Key Responsibilities - Funnel-Fill & Prospecting Support - Build and maintain targeted prospect lists based on our Ideal Client Profile (ICP) - Identify decision-makers (HR, Payroll, Operations leadership) and confirm they’re current - Research businesses and prioritize best-fit targets for outreach and in-person drops - Data Enrichment & Validation - Enrich accounts and contacts with missing fields (titles, emails, phone numbers, locations, employee count, etc.) - Validate data accuracy (correct addresses, correct office locations, company status, role confirmation) - Verify that the person we want to meet actually works in that office (not remote, not outdated) - Zoho CRM Ownership (Non-Negotiable) - Create/update leads, contacts, accounts, and deal records in Zoho CRM - Maintain clean pipeline stages, next steps, tasks, and follow-up dates - Log activities and ensure every lead has an owner, status, and next action - Campaign Execution (Zoho CRM/Campaigns) - Create, schedule, and send outbound campaigns (email sequences and/or light multi-touch) - Segment lists, manage suppression lists, and ensure compliance with best practices - Track performance metrics (open/reply rates, meeting conversions) and recommend adjustments - Coordinate follow-up workflows so no warm lead falls through the cracks - Qualified Appointment Setting - Book 30-minute initial meetings with prospects who have need and desire to learn more about Payroll Experts offerings - Send calendar invites and reminder cards (when applicable) - Complete secondary invite to sales rep with required prospect data - Ensure calendar alignment (may deal with multiple time zones), optimize drive time and appointment proximity for maximum efficiency Qualifications - 2+ years supporting sales teams, outbound prospecting, or CRM administration - Strong experience with Zoho CRM/Salesforce or competing CRM platform - Experience in B2B services/SaaS/HCM/payroll (helpful but not required) - Basic understanding of deliverability and list hygiene - Familiarity with mapping/routing tools (Google My Maps, Route planning apps, etc.) - Experience running outbound email campaigns Knowledge/Skills/Abilities - Excellent verbal communication with ability to follow scripts while sounding friendly and open - Tenacious “hunter” mentality with strong resiliency and ability to overcome objections - Excellent research skills (LinkedIn, company websites, directories, etc.) - Strong attention to detail and comfort cleaning/standardizing data - Clear written communication and follow-through (tasks get closed, not “left open”) Benefits - Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. - Some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. - Eligible employees receive health, wellbeing, retirement, and other financial benefits. - Paid time off and overtime pay for non-exempt employees. - Robust learning and development programs. - Reimbursement of job-related expenses per the company policy. - Employee perks and discounts.