Sales Development Specialist, SmartConnect
OVERVIEW
The Sales Development Specialist (SDS) is a strategic growth partner within the SmartConnect B2B division. This role is instrumental in driving market expansion and ensuring the administrative fluidity of the sales cycle. The SDS is responsible for high-volume outbound prospecting to identify new partnership opportunities, while simultaneously managing the critical middle-of-funnel logistics required to bring complex deals to fruition.
This is a high-impact, activity-driven position designed to maximize the efficacy of our Account Executives by managing the initial stages of the partner relationship and navigating the administrative hurdles of the contracting phase. The ideal candidate is a disciplined communicator who can pivot between strategic outreach and detailed project management to support the department’s growth objectives.
REPORTS TO
Reports to the VP, Business Development within the SmartConnect Department.
ESSENTIAL DUTIES
The essential duties and responsibilities for this position include, but are not limited to:
- Execute high-volume daily outreach via cold calls, emails, and LinkedIn to prospective partners, consultants, and employer groups to generate new business leads.
- Serve as the primary administrative lead during the contracting phase, facilitating legal redline communications and managing the execution of NDAs, BAAs, and partnership agreements.
- Conduct initial discovery calls and "Solution Overview" presentations to qualify business fit and project viability before transitioning high-value opportunities to an Account Executive.
- Proactively manage the signature process and contract logistics to ensure timely execution and remove administrative friction from the sales cycle.
- Perform deep-dive research into large brokerage firms to identify key decision-makers and strategic entry points for the broader sales team.
- Vet incoming B2B leads to ensure they meet qualification standards before coordinating introductions with the appropriate Account Executive.
- Adapt core operational activities to align with the SmartConnect business cycle, prioritizing business development in the first half of the year and contract finalization in the second half.
- Maintain meticulous records in Salesforce to ensure all discovery notes, account stages, and contact details are accurate and actionable.
- Ensure a clean and complete transfer of partner data from the Sales team to the Onboarding and Implementation teams once a deal is finalized.
- Gather market intelligence, such as identifying employer groups undergoing carrier changes, to help Account Executives target their strategic outreach.
- Participate in weekly strategy huddles with Account Executives and Account Managers to execute targeted follow-up tasks and support departmental production goals.
BEHAVIORS
The SVG behaviors are listed below:
- Be Aware (Emotional Intelligence)
- Be Open & Honest (Communication)
- Be a Team Player (Teamwork and Collaboration)
- Be Accomplished (Drive for Results)
- Be the Example (Develop Self & Empower People)
- Be Forward Thinking (Strategic Thinking)
- Be a Problem Solver (Continuous Improvement)
Qualifications
POSITION REQUIREMENTS
- Proven experience in a sales support, lead generation, or customer-facing role.
- Strong phone presence and comfort with high-volume cold outreach.
- Excellent organizational skills and attention to detail (specifically for contract management).
- Ability to work in a fast-paced "Squad" environment and support senior sales team members.
- Proficiency with CRM tools (Salesforce preferred) and sales intelligence platforms (ZoomInfo) preferred.
Education/Experience:
Sales experience, preferably in the B2B space, preferred.
Skills/Specialties:
- Comprehensive Medicare knowledge including Medicare Supplement, Medicare Advantage plans, prescription drug plans, and ancillary products.
- Excellent written and verbal communication skills
- Ability to work interdepartmentally
- Innovation and problem-solving skills
- Detail-oriented and process-minded
- Adaptable, self-motivated, proactive
- Excellent time management skills
Additional Information
Benefits:
- Competitive compensation Medical, Dental and Vision benefits after a short waiting period
- 401k matching program
- Generous paid time off program with an additional company break during the holidays
- Annual Volunteer Time Off (VTO) and a donation matching program
- Life Insurance Employee Assistance Program (health & well-being on and off the job) Rewards and Recognition
- Maternity and Parental Leave
- Training program and ongoing support throughout your entire Spring Venture Group career
- Diverse, inclusive & welcoming culture
- Optional enrollment options include HSA/FSA, AD&D, Spousal/Dependent life insurance, Short Term/Long Term Disability, Travel Assist, and Legal plans
Security Responsibilities:
- Operating in alignment with policies and standards
- Reporting Security Incidents Completing assigned training
- Protecting assigned organizational assets
All your information will be kept confidential according to EEO guidelines.
Spring Venture Group is an Equal Opportunity Employer
Spring Venture Group is an Equal Opportunity Employer