Sales Development Representative (Outbound Sales + Marketing)

Job Description:

Sales Development Representative(Outbound Sales + Marketing)

As a Sales Development Representative (Outbound Sales + Marketing) at ProviderSoft, you will play a vital role in the success of our sales team by focusing on outbound prospecting, lead qualification, and securing meetings with potential clients. This role is essential in driving growth and expanding the reach of our leading SaaS ERP solution tailored for the Early Childhood Education market. ProviderSoft partners with the largest and most successful organizations in the industry, providing software solutions for case management, compliance monitoring, EHR, and fiscal oversight.

As an SDR, your focus will be on identifying and engaging prospective clients through strategic outbound efforts, nurturing leads, and collaborating with the sales team to ensure a seamless handoff for closing opportunities. This position reports to the Director of Sales and Marketing and works closely with Sales Representatives.

Responsibilities

• Conduct high-volume outbound prospecting via phone, email, and social media to engage with prospects, generate interest, and uncover opportunities.
• Demonstrate a true hunter mentality by actively seeking new opportunities, confidently asking for meetings, staying persistent, and using strong persuasive skills to convert objections into opportunities.
• Qualify leads through consultative conversations, understanding their needs, and aligning ProviderSoft’ s solutions as a fit.
• Schedule meetings and product demonstrations for Sales Representatives, ensuring a smooth and effective handoff.
• Build and maintain a robust pipeline of prospects through strategic research, targeted outreach, and database management.
• Collaborate with the Sales and Marketing teams to execute and optimize campaigns aimed at generating new leads and nurturing existing ones.
• Market research to inform S&M team on industry trends, competitive landscape, and ProviderSoft’ s evolving product offerings to effectively position solutions during prospect interactions.
• Use market research and VoC to draft marketing campaigns for distribution.
• Maintain detailed and organized records of activities, call notes, and next steps in the CRM system.
• Actively participate in team meetings, sharing insights and best practices to improve outreach strategies and drive results.

Outbound Prospecting (70%)

• Make 60 to 70 outbound cold calls per day to agency administrators, program directors, and decision-makers across target markets to build relationships with decision makers
• Build relationships with decision-makers over time and book meetings with qualified prospects for our Account Executive
• Follow up on inbound inquiries, event leads, and marketing-generated contacts to move prospects through the pipeline
• Qualify prospects using defined criteria and hand off sales-ready leads to the account executive team
• Maintain accurate records of all outreach activity, call notes, and prospect status in Insightly CRM
• Participate in call coaching and contribute to script refinement based on real conversation feedback

Marketing Support (30%)

• Assist in developing and executing targeted outreach campaigns across email, LinkedIn, and other channels
• Draft personalized prospecting messages, email sequences, and campaign copy tailored to specific agency types and states
• Research target markets, identify prospective agencies, and build out prospect lists for active states
• Support competitive intelligence gathering and help maintain battle cards and positioning materials
• Contribute to content development including case studies, one-pagers, and social posts as needed

Desired Skills and Experience

• Experience in outbound sales, inside sales, or customer service with an outbound calling component
• Comfortable making 60+ calls per day and maintaining energy and professionalism throughout
• Strong written communication skills with the ability to draft clear, personalized outreach
• Organized and self-directed, able to manage a high volume of activity
• Proficiency with CRM tools and standard productivity software
• Genuine curiosity about the healthcare and human services space Early Intervention (Birth to Three), Special Education, ABA.
• Pride in integrity; ability to build sincere and genuine professional relationships.
• Excellent communication skills, both verbal and written, with an engaging and persuasive style.
• A high degree of computer literacy and technical competency, with proficiency in CRM systems and sales enablement tools.
• Customer-focused, approachable, and driven to understand client needs and provide tailored solutions.
• Self-motivated, results-oriented, and persistent in achieving goals.
• Competitive with themselves, collaborative with team members, and supportive of collective success.

Strongly Preferred

• Direct experience or familiarity of or working with Early Intervention/Early Childhood/Special Education programs, whether as an administrator, service coordinator, therapist, or in an operational/billing role
• Understanding of how Early Intervention/ Preschool/ Special Education agencies are structured, funded, and regulated at the state level
• Familiarity with email marketing platforms and basic campaign execution and outbound sales

About ProviderSoft

ProviderSoft was the dream product of a pediatric physical therapist and Early Intervention agency owner. The challenge was to effectively and efficiently manage business, and to stay ahead of the curve. A solution of technology was explored, and years were dedicated to designing, developing, and testing a prototype.

With the help of the prototype, the Agency was able to grow from a small organization servicing families in the immediate area, to include hundreds of providers servicing over 1500 children and their families. It was the ability to increase productivity, maximize service delivery, carefully track referrals, monitor performance, meet all expected deadlines, decrease expenses, and exceed the standards during audits that facilitated this growth.

ProviderSoft became a standalone technology firm in 2007, having successfully evolved from the experimental stage into a viable commercial software as a service company serving agencies across the nation. We are constantly striving to improve usability, performance, and feature-sets, and are constantly evolving to meet the ever-changing needs of health and education regulations. We do this by employing industry specialists, and of course, listening to the needs of our clients.

Why Join ProviderSoft

• Work remotely with a collaborative, mission-driven team
• Play a visible role in an expanding company with a clear growth trajectory
• Competitive base salary with room to grow as the team scales
• Direct access to senior leadership and meaningful input on how the sales and marketing function evolves
• Serve markets that genuinely impact outcomes for children and families
• We expect 40 hours of focused, purposeful work each week. No shortcuts. Strong performance is rewarded through commissions on meetings booked.

Location

Your home! ProviderSoft's regular office is a virtual network. Each member of the team works from home communicating via TEAMS and coordinating with online project management tools.

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More About Jonas Software:

Jonas Software is a leading provider of enterprise management software solutions, serving a wide range of vertical markets including hospitality, healthcare, construction, education, personal care, fitness, leisure, moving and legal services, to name a few. Within these markets, Jonas is comprised of over 65 distinct brands, each a respected leader in its domain.

Jonas’ vision is to be the branded global leader across these verticals and to be recognized by customers and industry stakeholders as the trusted provider of “Software for Life.” We are committed to technology, product innovation, quality, and exceptional customer service.

Jonas Software supports over 60,000 customers in more than 30 countries. We employ over 6,000 skilled professionals, including industry experts and technology specialists. Across our broader network, we support a global workforce of more than 30,000 employees.

Headquartered in Canada, Jonas Software has a global footprint with offices around the world. We’re a 100% owned subsidiary of Constellation Software Inc., based in Toronto, publicly listed on the TSX (CSU.TO), and a member of the S&P/TSX 60 Index.