Sales Development Executive

Sales Development Executive

Job Purpose

To work collaboratively with New Business Executives by generating and qualifying opportunities from a desk-based position, while independently identifying and engaging potential new partners. A hybrid of inside sales and business development, this role is critical for scaling outreach and accelerating growth.

Main Duties and Responsibilities

• Research, qualify, and proactively engage with new partners to assess and unlock revenue streams.
• Proactively engage with existing partners to assess performance, identify growth levers, and drive alignment with plan.com.
• Collaborate with New Business Executives by booking meetings, preparing materials, and managing follow-ups.
• Manage a portfolio of target accounts and create outbound sales campaigns.
• Work closely with marketing to act on campaign leads and nurture them into qualified opportunities.
• Build and execute partner development plans for target accounts.
• Maintain accurate and timely CRM records of outreach, opportunity status, and partner engagement.
• Gather and document partner intelligence, feeding insights back into the business.
• Gather and document competitor intelligence, feeding insights back into the business.
• Identify blockers to business growth and propose solutions to resolve them.
• Drive my.plan adoption and strengthen its market position.
• Utilise data and insight to identify and drive growth opportunities.

Growth-Focused Objectives

• Create a consistent flow of qualified new partner opportunities.
• Unlock new partners and develop them into consistent, quality monthly trading accounts.
• Identify underperforming partners and develop them into consistent, quality monthly trading accounts.
• Accelerate time-to-meeting and time-to-opportunity for partner opportunities.
• Increase conversion rates of cold accounts into trading partners.
• Utilise data to drive growth opportunities, including webinars and one-to-one partner development meetings.

Personal Qualities

• Self-motivated with a hunter mentality, demonstrating resilience in a competitive environment – Essential
• Target-driven, with the energy, focus, and persistence to achieve high activity levels – Essential
• Proactive problem-solver with the ability to overcome objections and barriers to growth – Essential
• Collaborative team player who thrives in a fast-paced, dynamic environment – Essential
• Confident communicator with the ability to build rapport quickly – Essential
• Adaptable and open to change, able to pivot strategies based on data and feedback – Essential

Knowledge, Skills, and Attributes

• Hunter mentality, comfortable with cold lead generation and outbound prospecting – Essential
• Strong communication, relationship-building, and lead generation skills – Essential
• Proven experience working to sales KPIs and activity targets – Essential
• Motivated by targets and KPIs, with a focus on high activity levels – Essential
• Comfortable using CRM systems and enriching data to support sales activity – Essential
• Team player who thrives in a fast-paced, collaborative environment – Essential
• Data and number literate, able to use insight to help drive growth – Essential