Note: The job is a remote job and is open to candidates in USA. AccountAim provides an agentic revenue platform for insurance businesses. Its first dedicated Sales Development Representative will build a repeatable outbound pipeline by researching accounts, engaging prospects, qualifying meetings, and developing the sales playbook alongside the founders.
Responsibilities
- Own outbound pipeline generation across retail agencies, MGAs, and wholesale brokers, with a clear quota for qualified meetings held and pipeline created
- Build and work target account lists using Apollo, LinkedIn Sales Navigator, HubSpot, Instantly, and more
- Run multi-channel outreach (email, phone, LinkedIn) that leads with the real pain behind commission reconciliation, bordereaux, and reporting workflows
- Qualify with curiosity. Run short discovery conversations to confirm there is a real project, pain, and urgency before handing off to a founder
- Work industry events such as regional meetings and insurance distribution conferences to source meetings and follow up fast
- Test messaging, subject lines, sequences, and targeting, and share what is working and what is not
- Be the voice of the market. Feed what you hear in outreach and calls back to the founders and product team
- Build the playbook. Document talk tracks, sequences, objection handling, and ICP definitions that future SDRs will run
- Keep HubSpot clean and report on activity, conversion, and pipeline weekly so the founders can trust the numbers
Skills
- 1 to 3 years of SDR, BDR, or outbound sales experience in B2B SaaS, with a record of hitting or beating meeting and pipeline targets (exceptional candidates with less experience, or strong inside sales backgrounds, are welcome)
- Comfort with high-volume, multi-channel outbound, including cold calling
- A curious, discovery-first mindset: you ask good questions, listen, and disqualify when there is no real need
- Self-sufficiency in an early-stage environment with little process, few assets, and no one to hand things off to
- Clear, concise writing for outreach, follow-ups, and internal notes
- Coachability and a bias toward testing, iterating, and sharing results
- Insurance industry experience, especially with agencies, MGAs, wholesalers, or insurtech
- Experience prospecting to finance, accounting, or operations buyers (CFOs, controllers, directors of accounting, COOs)
- Familiarity with commission accounting, agency management systems (Applied Epic, AMS360, Vertafore), or bordereaux
- Experience as one of the first sales hires at a startup
- Hands-on experience with Apollo, Sales Navigator, HubSpot, or Instantly
- Interest in growing into a full-cycle Account Executive role
Benefits
- OTE: $70,000 to $100,000
- Meaningful founding-team equity
- Health, dental, and vision coverage
- Remote in the US
Company Overview