The SDR sources and qualifies prospects, schedules meetings, performs high-level demos, and hands off qualified leads to Account Executives. Responsibilities include data mining, prospecting, territory account planning, logging activities and pipeline metrics, and collaborating with sales leadership to execute account development plans and increase top-of-funnel conversion.
The Sales Development Representative (SDR) is responsible for scheduling meetings and initial qualification of sales prospects. The SDR owns all of the beginning of the customer journey, specifically data mining, prospecting, and participating in qualification meetings with Account Executives (AEs). The SDR drives growth in different institutional verticals for higher ed and must be comfortable with territory account planning and execution, virtual presentations, and collaboration with other members of the Pathify team. SDRs will bring to the table a strong drive for top-of-funnel activity, with the desire to build a career in software sales.
Key Responsibilities
Essential Functions:
- Find, data mine, prospect, and hand-off qualified prospects to AEs
- Use Pathify tech stack systems to prospect, with a heavy emphasis on phone outreach
- Perform high-level demos of the Pathify platform to prospective customers
- Create quarterly account development plans in partnership with leadership
- Execute weekly, monthly and quarterly activities in accordance with the account development plan
- Research trends and discover new opportunities to increase top-of-funnel conversion
- Log activities and update pipeline metrics daily
- Maintain a strong understanding of products and services and innovate new ways to serve businesses
- Ensure an efficient hand-off to AEs for all new prospects in relation to qualification calls
- Responsible for following all operational guidelines, verbal directives, training information and policies when performing duties
- Other duties as assigned
Skills, Knowledge and Expertise
Competencies:
- Ability to listen well and communicate effectively orally and in writing with various audiences
- Capacity to use initiative and independent judgment appropriately while making decisions quickly and effectively
- Rapid mastery of the Pathify platform
- Willingness to motivate colleagues and teams to work towards shared sales targets and strategies
- Unflinching devotion to the top of the of the funnel, e.g. prospecting
- Entrepreneurial spirit, intellectual curiosity, and persuasive confidence
- Demonstrated desire for continuous learning and improvement
- Trust, positivity, patience, and a desire to learn and have fun
- Ability to use standard office equipment, computer equipment and software, including word processing, database management, spreadsheet applications, and electronic mail.
Desired Experience:
- 2+ years software sales/marketing experience
- Commitment to sales as a career and a science
- Where applicable, evidence of consistent above quota production in a similar role
- Ability to travel once per quarter
- Higher-education professional experience a plus
- Start-up professional experience a plus
Benefits
At Pathify, we’re obsessed with improving the student experience—but we know we can’t do that if our own team’s experience isn't top-tier. We don't just offer "perks"; we offer a safety net and a launchpad so you can do your best work without sweating the small (or big) stuff.
Here’s a look at how we take care of our own:
Health & Harmony 🌿
Here’s a look at how we take care of our own:
Health & Harmony 🌿
We want you feeling your best, whether you're at your desk or out exploring the world.
Comprehensive Coverage: Robust Health, Dental, and Vision insurance to keep you and your family "high-def" and healthy.
Tax-Smart Savings: Choose between a Flexible Spending Account (FSA) or a Health Savings Account (HSA) to keep more of your paycheck where it belongs.
Comprehensive Coverage: Robust Health, Dental, and Vision insurance to keep you and your family "high-def" and healthy.
Tax-Smart Savings: Choose between a Flexible Spending Account (FSA) or a Health Savings Account (HSA) to keep more of your paycheck where it belongs.
Peace of Mind: Life happens. Our Life Insurance policy ensures you and your loved ones are always protected.
Time to Recharge: We believe in unlimited Paid Time Off (PTO) that you actually use. Whether it's a beach, a mountain, or a couch, go find your happy place.
Growing Families: Our Parental Leave policy gives you the time you need to bond with your newest family member without the stress of "checking in."
Wealth & Wisdom 💰
Wealth & Wisdom 💰
We’re invested in your future just as much as you are.
Future-Proofing: Our 401(k) plan helps you build your nest egg, and our Company Match means we’re literally putting our money where our mouth is to help you retire in style.
Never Stop Learning: We’re in EdTech, after all! Our Student Loan Reimbursement program helps you level up your skills, whether it's a certification or a new degree.
The Pathify Lifestyle 🏠
The Pathify Lifestyle 🏠
Since we’re a modern team, we make sure your daily "office" life is actually enjoyable.
Home Office Stipend: We’ll help you deck out your workspace. Whether you need an ergonomic chair or a second monitor, we’ve got your back (literally).
Wellness & Mental Health (Bonus!): Access to an Employee Assistance Program (EAP) and mental health resources, because your brain is your most important asset.
The Bottom Line: We’re building the future of higher education, and we want you to have a blast while doing it. If you’re looking for a place that treats you like a human first and an employee second, you’ve found it.
About
It’s time to change the way we think about the higher ed digital ecosystem. The truth is, there’s a massive void at the center of the higher ed digital ecosystem because there’s no centralized user experience unifying everything. Pathify is an innovative engagement hub that delivers a dynamic, personalized, and centralized experience to every user on any device. No more searching aimlessly for the right information. Pathify actively surfaces the personalized info and tools each user needs, from any school system. Create a clear path to student success and enrich your school identity with a meaningful and engaging digital campus experience — for the entire student lifecycle. Better technology and a better experience = happier students.
Pathify Greenwood, Colorado, USA Office
Greenwood, CO, United States
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