Job Description

Everfi is a leading education technology company founded in 2008 that delivers digital learning solutions focused on real-world skills. The company provides scalable education in areas such as financial literacy, health and wellness, andworkplace readiness.

We are seeking a Sales Development Representative (SDR) to build and sustain the top of our sales funnel by identifying, engaging, and qualifying prospective customers before passing them to the Account Executive team for further development and close. You will execute high-volume outbound prospecting and respond to inbound inquiries to generate a consistent flow of discovery-ready conversations. This role is structured to develop foundational prospecting skills, product knowledge, and commercial instincts with the potential to grow into an Account Executive role at Everfi.

Everfi Sales Development Representative Compensation and Benefits

$60,000-$68,000 annual base salary depending on experience and education. Everfi may pay more or less based on employee qualifications, market value, Company finances, and other operational considerations.

This role is eligible to earn a monthly commission amount tied to achieving monthly metrics

100% Remote position

Health, Dental, and Vision insurance

401(K) with matching contribution

Generous Paid Time Off (PTO)

Everfi Sales Development Representative (SDR) Responsibilities

Prospecting and Lead Generation:

• Execute high-volume outbound prospecting activity — including cold calls, email sequences, LinkedIn outreach, and event-based follow-up — to identify and engage prospective customers within assigned target segments
• Respond promptly to inbound leads and marketing-qualified inquiries, qualifying interest, fit, and urgency before scheduling handoffs to Account Executives
• Research and identify prospective accounts using internal data, intent signals, and external sources to build a strong top-of-funnel pipeline

Lead Qualification and Handoff:

• Apply the company's qualification framework (e.g., BANT, MEDDIC, or equivalent) consistently to assess prospect readiness and determine appropriate next steps
• Schedule and conduct introductory discovery conversations to understand prospect needs, confirm fit, and generate interest in Everfi's solutions
• Coordinate smooth, context-rich handoffs to the assigned Account Executive, ensuring all relevant prospect intelligence is documented and communicated

CRM and Operational Discipline:

• Maintain accurate, current CRM records — including contact information, outreach history, qualification notes, and meeting outcomes — after every prospect interaction
• Submit activity reports and pipeline summaries to your direct supervisor on the established cadence
• Communicate trends in prospect feedback, objections, and competitive mentions to the broader Sales and Marketing teams proactively

Market and Product Knowledge:

• Develop working knowledge of Everfi's platform, program portfolio, and competitive differentiators sufficient to conduct credible introductory conversations and handle first-level objections
• Stay current on target market trends and the industries, roles, and personas within the assigned prospecting territory

Everfi Sales Development Representative Qualifications

• Bachelor's degree in Business, Communications, Marketing, or a related field; or equivalent professional experience
• 1–2 years of experience in a sales, customer-facing, or business development role; prior internship, SDR, or inside sales experience is a meaningful advantage
• Demonstrated ability — or strong aptitude — to execute consistent outbound prospecting at volume and manage multiple active conversations simultaneously
• Clear, professional, and persuasive written and verbal communication skills, including the ability to engage director and manager-level contacts in an introductory conversation
• Proficiency with or aptitude to learn CRM platforms (Salesforce preferred) and sales engagement tools (e.g., Outreach, Salesloft, or equivalent)
• Organized and self-motivated, with the discipline to meet activity targets in a fully remote environment. Coachable and growth-oriented, with a genuine interest in building a long-term commercial career. Resilient under rejection, with a positive and persistent approach to outreach