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Business Development Representative

Blog: iDatix Blog

Want to join our team?

As the Sales Development Representative, you will be responsible for prospecting and contacting potential DocuPhase clients, with a goal of generating interest about DocuPhase products and services.


  • Prospect, qualify and generate sales leads for B2B ECM, RPA, RAA and Process Automation.
  • Telephone prospects to identify appropriate contacts, qualify and drive leads through the sales pipeline. Telemarketing, cold calling, appointment setting and proactive contact of existing customers.
  • Research customer needs and develop an approach of DocuPhase services.
  • Organize and present DocuPhase services to prospective clients.
  • Respond to requests from customers for information and setting appointments for on-line demonstrations.
  • Generate interest with potential new clients and follow up on Marketing nurture campaigns.
  • Remain knowledgeable and up-to-date on changes and developments in the DocuPhase suite of Products and services as well as the industries that we service.
  • Work closely with Marketing, other Sales Representatives, and Business Development team.
  • Keep management informed of all activity, including timely preparation of reports.

Skills & Abilities:

  • Education (preferred level): Bachelor’s degree.
  • 3+ year of Professional Industry/SaaS experience required.
  • Requires strong communication skills, both written and verbal/telephonic.
  • Must be ambitious and take initiative.
  • Ability to sense and relate observations to business opportunity.

Want to join our team?

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