Medium Risk

Sales Development Representative

Sales Development Representative handles qualify inbound leads and prospects against the ideal customer profile (icp)

Responsibilities

This role is designed to:

Qualify inbound leads and prospects against the ideal customer profile (ICP)
Research companies and contacts for relevant buying signals (org changes, intent, tech stack)
Segment and prioritize accounts by tier and fit
Draft personalized, signal-triggered outreach with a single clear call to action
Design multi-touch outreach sequences with varied value angles, not repeated asks
Schedule meetings and demos with qualified prospects
Log prospect details, signals, and next steps in the CRM
Act on fresh buying signals promptly before they decay

This role is explicitly not intended for:

Warning

Actions outside the role's intended scope may be blocked by policy enforcement or trigger escalation.

Default Autonomy

The autonomy level assigned to new workers with this role

Draft Only

Human Approval Required

This role requires human approval by default for all proposed actions.

This role can work with every connected integration. Which integrations a worker actually uses is configured per worker on its Integrations tab.

This role can use all available tools. Tool access can be narrowed per worker in its settings.

The worker will escalate to a human when: