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Job Description
Position Summary
The Business Development Representative’s primary function is to generate good-quality sales opportunities that the sales team can convert into successful projects. Everything else the role does is secondary to this. Working within one or more assigned verticals, the BDR uses sales tools and activities to identify prospects, quickly assess their viability, build relationships and generate those first opportunities. Secondarily, the BDR nurtures and grows a defined set of existing accounts. Concurrently, all BDRs serve as brand ambassadors for the HCR Group family of companies.
Essential Duties & Responsibilities
Primary: Generate Qualified Opportunities
- Generate qualified sales opportunities across all service and project lines (Roof Care, repairs, maintenance, roof replacement, larger projects)
- Research prospects and target markets, including competitive analysis, toidentifyand prioritize Key Accounts andviableopportunities
- Drive lead generation through outbound outreach, prospecting, referrals, face-to-face meetings, networking, trade shows, and internal/external data sources
- Maintain active involvement in trade, community, and networking organizations; build relationships with partners and industry influencers
- Qualify and refer opportunities to the right salesperson to close, partnering with the Account Executive to advance them (BD sources and refers, it does not close)
- Collaborate with cross-functional teams on proposals and presentations for thoseopportunities
Secondary: Grow Existing Accounts
- Provide account management; nurture and grow assigned existing relationships and accounts
Foundation: Plan, Operate, and Represent
- Develop and execute a business development plan for the assigned territory/vertical
- Manage the assigned BD spend/budget responsibly
- Maintain disciplined CRM logging, and report regularly to leadership on activity and progress
- Stay current on industry trends and best practices, and share insights with the team
- Serve as a brand ambassador in every interaction
Key Performance Indicators
Primary: Opportunity Generation
- Sourced-revenue goal (by tenure, market, and skills), credited when the sourced deal closes
- Personal opportunity generation goal (count and quality)
- Sales activity: primarily face-to-face meetings per week / month
- Bid rate and close rate on sourced opportunities
Secondary: Account Management
- Growth of assigned client sales ($ and volume)
Foundation: Operating Discipline
- CRM logging of activities, contacts, prospects, and clients, and regular reporting to leadership
- Business developmentspendmanaged within budget
Qualifications
- High school diploma or equivalent required; degree in business, marketing, ora relatedfield preferred.
- 2+ years of B2B business development, outside sales, or lead-generation experience; construction or roofing industry experience preferred.
- Familiarity with CRM and prospecting tools.
- Valid driver’s license, clean/insurable driving record, and reliable transportation.
Knowledge, Skills & Abilities
- Hunter mindset; comfortable with outbound outreach and cold approaches.
- Strong interpersonal, communication, and opportunity-qualification skills.
- Self-directed, goal-oriented, and accountable to both activity and outcome metrics.
- Capable of developing strong,long-termrelationships. Relates easily with others.
- Able to work both independently and collaboratively in a fast-paced environment
- Proficiencywith CRM software and Microsoft Office.
- Bilingual (English/Spanish) a plus.
Physical Requirements & Work Environment
- Regular field travel within the assigned vertical/territory, including client sites and rooftops as needed.
- Ability to access rooftops by ladder and walk active job sites; ability to lift up to approximately 25lbs; outdoor weather exposure; adherence to all safety and PPE requirements.
- Occasional travel for training or team meetings.
EOE M/W/Vet/Disabled
All of the above duties and responsibilities are essential job functions subject to reasonable accommodation. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This job description is not to be construed as an exhaustive statement of duties, responsibilities or requirements as the employee may be required to perform any other duties as assigned.
Key Responsibilities
Generate qualified sales opportunities across service and project lines
Research prospects and target markets to identify key accounts
Drive lead generation through outbound outreach, prospecting, and networking
Qualify and refer opportunities to the sales team for closing
Nurture and grow assigned existing accounts
Develop and execute a business development plan for the assigned territory
Maintain disciplined CRM logging and report progress to leadership