Sales Development Representative

A. Company Overview

Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine's Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune's inaugural list of the 300 Most Innovative Companies.

Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients.

B. About Your Role

We are looking for a Sales Development Representative (SDR) to join our Sales & Business Development team. In this role, you will lead outbound prospecting and early-stage client engagement, driving qualified opportunities and building a strong sales pipeline across US and Canadian markets.

If you're passionate about B2B sales, international client engagement, and building meaningful business relationships—and thrive in a fast-paced, collaborative, and growth-focused environment—we'd love to hear from you!

The ideal candidate is proactive, results-driven, and strategic, with hands-on experience in selling to North American markets (US & Canada) and a strong ability to generate and qualify high-quality leads.

C. Key Responsibilities

• Identify and prospect potential clients across US and Canadian markets through outbound channels including LinkedIn, cold emails, and databases
• Execute structured outreach campaigns to engage decision-makers and key stakeholders in North America
• Qualify leads through discovery conversations, ensuring strong alignment with ICP and market fit
• Manage end-to-end outbound prospecting efforts focused on North American regions
• Maintain accurate prospect data, outreach activity, and pipeline tracking in CRM systems
• Schedule and coordinate qualified meetings with senior sales leaders
• Build and nurture relationships with prospects through consistent follow-ups
• Analyze outreach performance and optimize messaging, targeting, and conversion strategies
• Collaborate with marketing and leadership teams to enhance North America-focused sales strategies

D. Required Qualifications & Experience

Education

• Bachelor's degree in Business, Marketing, Communications, or a related field.

Experience

• Minimum 4+ years of experience in B2B sales / SDR / business development roles
• Mandatory experience selling to US and Canadian markets from India
• Proven track record of outbound prospecting and pipeline generation in international markets

Essential technical skills

• Strong outbound prospecting and lead qualification experience
• Excellent communication, negotiation, and relationship-building skills
• Experience with CRM platforms (e.g., Salesforce, HubSpot, or similar)
• Ability to manage multiple prospects and maintain structured follow-ups
• Data-driven mindset with strong pipeline management skills

Preferredbut not mandatory

• Experience selling to North American or international markets
• Familiarity with sales automation and outreach tools (e.g., Apollo, Outreach, Sales Navigator)
• Experience in professional services, consulting, financial advisory, or B2B services industries.

E. Benefits & Perks

• Health Insurance for you and your dependents including parents
• Provident Fund
• 3 % Fixed CTC Budget for Learning Opportunities
• Market Leading Leave Policy
• Paid Holidays per Calendar Year
• Employee Recognition & Rewards
• One of the best cultures of benevolent meritocracy

F. Job Details

• Title: Sales Development Representative (SDR)
• Annual Compensation: As per industry standards
• Work Schedule: Office
• Nature: Full time
• Shift: 6:00 PM – 3:00 AM IST
• Location: Dehradun, Uttarakhand