Fidelity Offset, Inc.

Sales Development Rep

• Qualify inbound leads quickly, systematically, and decisively
• Book appointments with genuine commitment
• Actively manage show rates through confirmation, preparation, and pre-qualification
• Maintain and document leads in Salesforce CRM
• Make initial contact by phone via Aircall or WhatsApp
• Generate genuine interest, address objections early, and build commitment
• Manage the complete handover process to the Closer
• Track personal KPIs such as show rate, appointments, and cash collected
• Accept and implement call feedback
• Conduct thorough follow-ups
• Process applications for the coaching program
• Convert book and product buyers to the next step in coaching
• Support existing customers with follow-on products and upsells

SDR/Setter