Career Opportunities with SaaS Capital Portfolio Companies

Sales Development Representative



Sales & Business Development
Indianapolis, IN, USA · Remote
Posted on Tuesday, February 27, 2024

myCOI is growing. Join the Movement. #myCOIvibe

Sales Development Representative

U.S. Remote

Company Description:

myCOI (www.mycoitracking.com) is an early industry-leader in the insurance technology space providing an innovative SaaS solution for tracking, processing, and managing certificates of insurance. Our Purpose - Erase the Worry through The Work We Do – Eliminating the disruptive impact of an insurance claim. A fully remote company, headquartered in Indianapolis, myCOI’s proven track record of national growth and success has impacted hundreds of customers who use our products and services ranging from Fortune 100, Higher Education, Construction, Logistics, Healthcare, Property Management, down to some of our local favorite sports teams. myCOI offers an easy-to-use, cloud-based solution to protect organizations and ensure end-to-end compliance. It’s smart technology that has our industry expertise built right in-designed to provide a single place to view COI’s, compliance, and risk reporting, for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. myCOI’s channel partners, a great leadership team that is energetic, innovative, and goal-oriented; along with living our core values: Unite, Reach, Own It, Choose Positive, Innovate and Be Trusted, drives our continued growth and success.

We work hard to maintain an open, supportive culture that promotes the pursuit of excellence. As a member of our team, you’ll enjoy a competitive compensation package, great work-life balance, and an innovative, supportive culture. We know that myCOI’s success derives from great teamwork and each individual’s exceptional results. Join us on our mission to disrupt, innovate, and lead the industry!

Position Summary:

Looking for a chance to work for a scaling SaaS company while working and collaborating in a remote environment? myCOI may be the place for you! We are looking for a SaaS B2B entrepreneurial-minded Sales Development Representative with experience developing qualified sales leads into targeted businesses ideally within the construction, real estate and insurance industries. We are rapidly scaling our business and expanding our sales team with Sales Development Representatives who are hungry to elevate their careers and compensation opportunities while providing their customers with exceptional products and services. To be successful in the role, the Sales Development Representative will qualify, score and distribute sales leads to the appropriate Sales Account Executive using techniques and tools including data analysis and outbound calls to potential customers. You'd bring experience with short and longer sales cycles, have a consultative selling style, be able to speak to past sales development successes and be driven to win. In return, you will have an opportunity to assist in capturing a $3.2B open market, be given opportunities to learn, develop and grow into a Sales Account Executive role and have the ability to work independently while having a team to support your success. Come thrive with a leader using the latest tech stack in the exciting, rapidly growing InsurTech industry!

What Makes this a Great Opportunity:

  • Represent a leading SaaS company with the most innovative technology in the industry and a strong customer retention rate!

  • Professional growth & learning opportunities due to exceptional continued business growth and a culture that strongly supports your own personal growth.

  • Work for a 2023 IndyStar Top Workplaces winner.

  • Great work-life balance, amazing company culture and comprehensive benefits (including 401k w/match, Pet Insurance & Paternity Coverage).

Essential Responsibilities:

  • Analyze and score MQL’s, converting them to SQL’s

  • Making outbound calls to potential customers

  • Identify, analyze, and assess customer potential, then providing data to aligned business partners

  • Warm leads for sellers, diffusing objections while presenting myCOI’s value proposition

  • Utilize internal tools or develop tools to route leads to appropriate sales team

  • Leverage CRM tools and engagement platforms to track opportunity progress

  • Provide monthly reporting to track effectiveness metrics and work with business partners to identify and profile ideal leads

  • Identify opportunities for improvement while creating and implementing solutions

What We’re Looking For:

  • 2-3 years of B2B or B2B2C sales development experience, preferably in a quota carrying role

  • Demonstrated cold calling, sales outreach, lead evaluation and scoring experience

  • Experience building rapport with prospects

  • Experience working and demonstrating products professionally and remotely in a home office setting (via Google Meet, RingCentral, etc.)

  • Data and application acumen, specifically with Salesforce.com and Excel, to interpret and evaluate sourced leads

  • Tech savvy with solid computer skills - Google, Salesforce, MS Office

  • Experience using technology like Gong, 6Sense, Salesforce, HubSpot, and G-suiteExcellent customer service/relationship building skills

  • Ability to prepare and present reporting on results including assessments and recommended actions

  • Ability to manage work under deadlines

  • Strong verbal and written communication skills

  • Strong problem solving, critical thinking and decision-making abilities

Travel Responsibilities:

  • None

Education Requirements:

  • Bachelor’s Degree preferred but not required


  • Competitive compensation package


  • 100% Remote within Central or East Coast time zones within the United States.

  • We are only able to consider U.S. based candidates at this time.


  • Medical

  • 401k w/match

  • Health Savings Account/HSA

  • Dental

  • Vision

  • Short Term Disability Insurance

  • Paternity and Maternity leave for expecting parents.

  • Pet Insurance (includes pet food, prescriptions, etc.)

  • Life Insurance

  • Paid Time Off (Holidays, Vacation, Flex Time, Community Volunteer Time)

*****Must be located within the United States to be considered for the role. *****

myCOI is an equal opportunity employer and does not unlawfully discriminate against any applicant or candidate on the basis of race, color, religion, sex, national origin, age, disability, sexual orientation, or any other class protected by federal or state law.

All your information will be kept confidential according to EEO guidelines.

Certificates of Insurance - Software as a Service - Compliance - Insurtech Certificate Review - Insurance Review - Compliance Review - Policy Review - Endorsement - Insurance Tracking - Commercial Insurance - Customer Care - Insurance - Client Success - Training - Technology