Position SummaryThe SDR is the frontline of WebLife’s outbound sales efforts, tasked with re-engaging past customers, identifying upsell opportunities, and driving repeat purchases. This role requires excellent communication skills, a customer-centric mindset, and a knack for identifying sales opportunities.
Core Responsibilities
- Outbound Outreach: Execute structured outbound outreach via phone, email, and other communication channels to reconnect with lapsed customers.
- Needs Analysis: Conduct thorough needs assessments to understand customer challenges and recommend appropriate products or solutions.
- Sales Generation: Proactively drive repeat purchases through upselling and cross-selling strategies that align with customer interests.
- CRM & Data Management: Accurately document all customer interactions and opportunities using CRM tools such as Salesforce or HubSpot.
- Cross-Functional Collaboration: Work closely with the Customer Account Management (CAM) Team to ensure a seamless transition of high-potential accounts for continued engagement.
Key Competencies and Skills
- Customer Engagement: Ability to build trust and rapport with diverse customer profiles through effective interpersonal interactions.
- Sales Acumen: Proven proficiency in consultative selling, upselling, and cross-selling techniques in a B2B or B2C environment.
- Communication: Excellent verbal and written communication skills with the ability to present ideas clearly and persuasively.
- CRM Expertise: Experience with CRM systems (e.g., Salesforce, HubSpot) for managing pipelines, tracking activities, and analyzing data.
- Adaptability: Skilled in adjusting communication strategies and outreach approaches based on customer responses and behavior.
Collaborative Functions
- Coordinate with the Product Marketing Team to leverage targeted scripts and promotional materials.
- Liaise with the Customer Service Team to resolve any historical concerns that may impact customer re-engagement.
- Re-establish relationships with previous customers using tailored messaging and updates about new offerings.
- Guide customers to appropriate resources, including dedicated support teams or Account Managers, to ensure comprehensive service.
Key Performance Indicators (KPIs)
- Total Outreach Volume (calls, emails, etc.)
- Customer Contact Rate
- Repeat Sales Revenue from Re-engaged Customers
- Conversion Rate of Outreach to Purchases
- Schedule Adherence and Activity Completion
- Quality and Effectiveness of Re-engagement (Contact Health Conversion)
