Roots
insurance
SDR
Neural analysis suggests this role is
optimal for Entry candidates.
“SDR at Roots. Skills: Sales Development, Outbound Prospecting, Lead Qualification, CRM Management. Generate new business opportunities through high-volume outbound prospecting (cold calling, email, LinkedIn, and other channels). Use research and Account-Based Marketing (ABM) strategies to identify, prioritize, and engage target accounts”
What You'll Achieve.
Consistently meet or exceed weekly and monthly targets for qualified leads and opportunities
Industry & Context.
What They're Looking For.
Must Have
Experience working in inside sales, BDR, or similar experience, preferably selling high-value or technical solutions to enterprise organizations, ability to confidently engage and communicate with senior decision-makers, Excellent written and verbal communication skills, with a persuasive, business-oriented approach, Comfortable operating in a fast-paced, performance-driven, and technical environment, Highly resilient, self-motivated, and able to maintain momentum through rejection and complex buying cycles, Experience using CRM tools and maintaining disciplined pipeline hygiene
Nice to Have
Startup experience and comfort working independently in a remote or autonomous environment preferred, Prior experience generating meetings with Fortune 1000 or enterprise-level executives a plus
What You'll Do.
Generate new business opportunities through high-volume outbound prospecting (cold calling
Use research and Account-Based Marketing (ABM) strategies to identify
and engage target accounts
Qualify inbound and outbound leads and schedule meetings for Roots Automation leadership
up-to-date records in the CRM
including outreach activity
Manage a high daily volume of outreach (100+ contacts per day) while maintaining thoughtful
personalized follow-ups
Nurture prospects through consistent
creative follow-up to drive engagement and momentum
How You'll Work.
Team & Collaboration
Collaborate cross-functionally with sales and marketing to optimize messaging and outreach strategies
Communication Scope
Clearly articulate the value, capabilities, and business impact of Roots Automation’s Digital Coworkers to senior leaders; Engage and communicate with senior decision-makers; Excellent written and verbal communication skills; Persuasive, business-oriented approach
Full Job Description
SALES DEVELOPMENT REPRESENTATIVE Roots is seeking a motivated Sales Development Representative to join our growing Marketing team and help businesses leverage AI to drive greater speed, accuracy, and scale. We’re building cutting-edge infrastructure that powers real-time document processing, custom model deployment, and multimodal intelligence, bringing AI from research to production in one of the world’s most critical and fast-moving markets. Our platform automates complex insurance workflows with 98%+ accuracy and speed, helping carriers and brokers go from months to value in just weeks. Responsibilities: - Clearly articulate the value, capabilities, and business impact of Roots Automation’s Digital Coworkers to senior leaders across insurance, financial services, and healthcare - Generate new business opportunities through high-volume outbound prospecting (cold calling, email, LinkedIn, and other channels) - Use research and Account-Based Marketing (ABM) strategies to identify, prioritize, and engage target accounts - Qualify inbound and outbound leads and schedule meetings for Roots Automation leadership - Maintain accurate, up-to-date records in the CRM, including outreach activity, lead status, and obstacles - Manage a high daily volume of outreach (100+ contacts per day) while maintaining thoughtful, personalized follow-ups - Nurture prospects through consistent, creative follow-up to drive engagement and momentum - Consistently meet or exceed weekly and monthly targets for qualified leads and opportunities - Collaborate cross-functionally with sales and marketing to optimize messaging and outreach strategies Qualifications: - Experience working in inside sales, BDR, or similar experience, preferably selling high-value or technical solutions to enterprise organizations - Strong ability to confidently engage and communicate with senior decision-makers - Excellent written and verbal communication skills, with a persuasive, business-oriented approach - Comfortab
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