Overview
You cold call and email businesses to find people interested in talking about Salesforce CRM. When someone agrees to a meeting, you hand them off to an Account Executive. You don't sell the product or negotiate dealsâyou're purely focused on filling your AE's calendar with qualified prospects.
Role Snapshot
| Aspect | Details |
|---|---|
| Role Type | BDR (lead generation only, no closing) |
| Sales Motion | Outbound-heavy with some inbound lead follow-up |
| Deal Complexity | N/A - you don't work deals |
| Sales Cycle | N/A - you book meetings, not close deals |
| Deal Size | N/A - AEs own deal size |
| Quota (est.) | 10-15 qualified meetings/month |
Company Context
Stage: Public (NYSE: CRM)
Size: ~88,000 employees globally
Growth: Mature company with stable growth, extensive BDR program
Market Position: Market leader in CRM software
GTM Reality
Pipeline Sources:
- 30-40% Inbound - marketing-generated leads (webinar attendees, content downloads, website forms). Quality variesâsome are actual decision-makers, many are students or tire-kickers
- 50-60% Outbound - cold calling into target accounts, LinkedIn outreach, email sequences to lists you build
- 10% Referrals/events - following up on conference attendees or partner leads
SDR/AE Structure: You're a dedicated BDR supporting 2-3 AEs. You book meetings, they close deals.
SE Support: N/A for your role - SEs work with AEs on demos and technical discussions
Competitive Landscape
Main Competitors: Microsoft Dynamics 365, HubSpot, Zoho CRM, Oracle, SAP
How They Differentiate: Most feature-rich platform, largest AppExchange ecosystem, brand recognition
Common Objections: "Too expensive," "Too complex for our needs," "Already using [competitor]," "Not the right time"
Win Themes: Scalability, customization, integration ecosystem, market leader status
What You'll Actually Do
Time Breakdown
Cold Calling (40%) | Email/LinkedIn (30%) | Lead Research (15%) | Internal Meetings (15%)
Key Activities
- Cold Calling: 50-70 dials per day to businesses in your territory. You're reading from a script initially, trying to get past gatekeepers to reach VPs of Sales or Operations. Most calls go to voicemail or get rejected. You're looking for someone willing to take a 15-minute discovery call with an AE.
- Email Sequences: Send 80-100 personalized emails daily using Outreach or SalesLoft. You're following up on calls, nurturing people who said "maybe later," and working through automated cadences. Open rates are typically 20-25%, response rates under 5%.
- Inbound Lead Follow-Up: Call and email marketing-generated leads within 5 minutes of them filling out a form. Many don't pick up or were just browsing. You're qualifying whether they're a real prospect or wasting AE time.
- CRM Hygiene: Log every call, email, and outcome in Salesforce. Update lead status, add notes, schedule follow-ups. This is mandatory and time-consumingâyour manager reviews activity metrics daily.
The Honest Reality
What's Hard
- You hear "no" or get hung up on 40-50 times per day. Rejection is constant and you need thick skin.
- Gatekeepers are trained to block you. Getting to actual decision-makers takes persistence and creativity.
- Many inbound leads are low-qualityâstudents doing research, competitors snooping, or people who don't have budget.
- Your quota is measured weekly. If you're behind by Wednesday, you're grinding to catch up.
- The job is repetitiveâsame script, same objections, same process daily.
- Internal pressure is real. Your metrics are visible to the whole team. Salesforce has a high-performance culture.
What Success Looks Like
- Hit 10-15 qualified meetings per month consistently (some teams require 12-20)
- 50+ meaningful conversations per week (not just dials, but actual discussions)
- 30%+ of your meetings convert to opportunities for your AE (if they don't, you'll hear about qualification)
- Promotion to AE within 12-18 months if you perform well
Who You're Selling To
Primary Buyers:
- VP of Sales or Sales Operations (SMB and mid-market)
- CROs or Revenue Operations leaders (larger accounts)
- Business owners (small business segment)
What They Care About:
- Can they actually track their sales pipeline and forecast accurately?
- Will their reps use it or fight the adoption?
- Integration with their existing tools (email, marketing automation, accounting)
- ROI and time-to-valueâthey've seen CRM implementations fail before
Requirements
- Bachelor's degree (or equivalent experience)
- Must be based in NYCâthis is an in-office role
- Ability to handle high-volume outbound calling and rejection
- Coachable and willing to follow a structured process
- Strong work ethicâthis role requires grinding through activity metrics
- Professional communication skills for executive-level conversations
- No prior sales experience required, but you need to be comfortable on the phone