Commercial Development Representative

About the role

The Commercial Development Representative will be the first point of contact for market intelligence, acting as a quarterback to align marketing, product, sales, and relationship teams with client needs. This role focuses on generating qualified leads and driving revenue growth by developing new business prospects.

Key responsibilities

• Qualify potential prospects across assigned market intelligence accounts and identify key decision‑makers.
• Develop new business opportunities from inbound leads, prospect lists, and independent research.
• Create and execute outreach strategies to secure appointments for sales representatives.
• Follow up on leads, conduct research, and maintain accurate CRM records.
• Prepare and analyze sales pipeline reports and dashboards.
• Engage new‑logo prospects throughout the buying process and nurture relationships.
• Continuously expand product and sales knowledge through demos and feedback.
• Monitor daily priorities to ensure timely delivery of results and collaborate on best practices.

Required profile

• 1‑3 years of telemarketing or inside‑sales experience, preferably in financial services.
• Proven track record of meeting quota and activity targets.
• Strong client‑relationship and service skills.
• Ability to work under pressure, think creatively, and handle objections.
• Self‑motivated with a goal‑oriented mindset.

Required skills

• CRM (experience managing prospect data and communications).