Sales Development Representative
Posted on 3/30/2024

1,001-5,000 employees

Business transformation through data, security, and cloud solutions
Company Overview
Trace3 stands out as a leading technology consultancy, providing comprehensive IT strategy, solutions, and services to globally renowned companies for over 20 years. Their unique Innovation program offers customized IT research, access to venture capital, and thematic briefings led by private-equity experts, ensuring an unbiased, future-focused approach to technology solutions. Moreover, Trace3's expertise spans across cloud, security, IT operations, and data center management, offering end-to-end services from design to implementation and ongoing management.
Financial Services

Company Stage


Total Funding





Irvine, California

Growth & Insights

6 month growth


1 year growth


2 year growth

Dallas, TX, USA
Experience Level
Desired Skills
Customer Service
Sales & Account Management
Inside Sales
  • Minimum of one year experience in client-facing roles (sales and/or customer service)
  • High school diploma or equivalent. Bachelor's degree from an accredited university preferred.
  • Knowledge of sales or administrative sales support with one or more years of related experience in the technology industry is preferred.
  • Strong interpersonal communication skills for interacting with employees, vendors, clients.
  • Team player who is self-motivated, shows initiative, anticipates and prevents issues by executing advanced problem-solving skills.
  • Ability to quickly learn detailed information about products and services and clearly and effectively articulate Trace3's value to the customer while maximizing revenue and margin generation.
  • Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment.
  • Comfortable meeting deadlines in an entrepreneurial environment.
  • Strong ability to operate independently.
  • Excellent Microsoft Office skills (Word, Excel, Powerpoint, etc.)
  • Partner with sales team to create a target & action plan to drive new business in assigned markets.
  • Leverage outreach tools such as phone, email, and social platforms (LinkedIn) to develop interactions with potential customers.
  • Understand and effectively deliver the Trace3 value proposition to schedule meetings for Account Managers.
  • Achieve and exceed weekly/monthly metrics (meetings scheduled, opportunities created, etc).
  • Generate interest from multiple client personas within target accounts.
  • Track sales activity in NetSuite and other sales automation tools (HubSpot).
  • Help achieve team revenue goals and objectives (as defined by Management).
  • Drive client & prospect attendance for Marketing sponsored events.
  • Meet or exceed monthly goals to maximize deal flow by either qualifying inbound inquiries or leading outbound prospecting initiatives via emails, calls, and meetings
  • Prospect for new business by developing an ideal customer profile, then researching and contacting companies and individuals that meet criteria for prospective partnership
  • Take initiative to help the marketing team convert their efforts into business opportunities
  • Find and develop new leads and prospect sources
  • Develop key partnerships and provide client support from the beginning to end of a transaction, while maintaining a long-term relationship after closing
  • Present benefits and options clearly to our potential clients
  • Ability to utilize web-based technology and multi-task; while managing a large pipeline
  • Effectively establish, develop, build, and maintain new relationships with partners to identify clients.
  • Promote and raise awareness of products, services, and industry trends.
  • Design, implement and manage strategies for referral source market penetration.
  • Maintain frequency of contact daily/weekly/monthly sales activities quota.
  • Generate qualified meetings and leads with prospective clients.
  • Work with account executives to generate leads and opportunities with prospective clients within an assigned territory or specific accounts.
  • Maintain all relevant information about clients, prospects, campaigns, and leads.
  • Maintain complete, accurate, and up-to-date data for all prospects, contacts, and accounts.
  • Lead workflow process to directly impact our sales generations.