Conduct outbound prospecting through email, LinkedIn, and cold calls to identify and qualify B2B prospects. Schedule high-quality demos for Account Executives, maintain accurate CRM records, collaborate with sales and marketing on messaging and campaigns, and share prospect feedback to improve products and sales tactics. The role focuses on brokers, employers, and partners in a remote, fast-paced environment.
About the role
As a Sales Development Representative (SDR) you will play an important role on Sales team by being the initial point of contact connecting with employers, brokers, and partners to introduce Thatch. You will manage the beginning of the Thatch sales process and partner closely with the Account Executive team who will execute on closing sales opportunities. You’ll use email, LinkedIn, and cold calling to identify prospects, qualify leads, and schedule high-quality demos for the sales team.
What you'll do
- Outbound Prospecting: Identify and engage brokers and partners through strategic outreach, leveraging personalized email campaigns, LinkedIn messaging, and cold calls.
- Lead Qualification: Qualify leads and help support our broker and platforms partners drive higher quality leads to Thatch.
- Appointment Setting: Schedule high-quality demos for the sales team by effectively communicating Thatch’s value proposition.
- CRM Management: Maintain accurate records of all activities, interactions, and follow-ups in the CRM to ensure pipeline transparency and data integrity.
- Collaboration: Work closely with the sales and marketing teams to refine messaging, identify new opportunities, and contribute to outbound campaign strategies.
- Feedback Loop: Provide insights from conversations with brokers to help shape product features, marketing initiatives, and sales tactics.
Background we're looking for
- 1+ years of SDR experience (or equivalent role) in B2B SaaS, fintech, or healthcare industries.
- Strong communication skills: Excellent written and verbal communication, with the ability to craft compelling outreach messages.
- Proven prospecting skills: Experience with email campaigns, LinkedIn Sales Navigator, and cold calling.
- Tech-savvy: Comfortable using CRM platforms (e.g., HubSpot, Salesforce), sales engagement tools (e.g., Outreach, SalesLoft), and LinkedIn.
- Results-driven mindset: Track record of meeting or exceeding KPIs, including outreach volume, response rates, and demo bookings.
- Self-starter: Thrives in a fast-paced, remote environment and takes initiative to identify opportunities and solve problems.
Experience we’d be particularly excited about
- Familiarity with brokers, benefits administration, or SaaS solutions for healthcare/fintech is a plus
- Experience with cold outreach with brokers
- Cold calling experience
We’re prioritizing candidates based in Austin, TX for this role.
What to expect
We interview rigorously based on integrity, talent, and drive; the trust we display in our teammates from day 1 is a reflection of the confidence we have in this process. We aim to evaluate the things you’ll be doing every day as best we can, and we move quickly. Here's what to expect:
- 15 minute phone screen to talk through your background and interest in Thatch
- 30 minute Zoom meeting with the hiring manager to dive deeper into your experience and the role
- 30 minute Zoom meeting to meet 2-3 members of the team
- 30 minute Zoom meeting with the hiring manager to work through a live case study
- 30 minute Zoom meeting with our founders to discuss your approach to culture and our operating principles
Please note: The posted compensation range reflects On-Target Earnings (OTE), not base salary.
Estimated Compensation Range
$90,000—$100,000 USD
About Thatch
We’re a fully distributed early stage company using technology to change the way America does healthcare. We’re a happy, friendly, high-velocity team. You can read more on Thatch here.
Thatch (thatch.ai) San Francisco, California, USA Office
353 Kearny St, San Francisco, California, United States, 94108
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