Sales Development Representative

1+ years of SDR experience (or equivalent role) in B2B SaaS, fintech, or healthcare industries. Excellent written and verbal communication skills. Proven experience with email campaigns, LinkedIn Sales Navigator, and cold calling. Comfortable using CRM platforms (e.g., HubSpot, Salesforce) and sales engagement tools (e.g., Outreach, SalesLoft). Demonstrated track record of meeting or exceeding KPIs. Ability to thrive in a fast-paced, remote environment and take initiative. Familiarity with brokers, benefits administration, or SaaS solutions for healthcare/fintech is a plus.

Identify and engage brokers through strategic outreach via email, LinkedIn, and cold calls. Research and qualify leads based on Thatch's ideal customer profile. Schedule high-quality demos for the sales team. Maintain accurate records in the CRM. Collaborate with sales and marketing teams on messaging and campaign strategies. Provide feedback from broker conversations to shape product, marketing, and sales tactics.