Sales Development Representative

Posted Yesterday
Be an Early Applicant
San Jose, Escazu, Escazu
Junior
Artificial Intelligence • Machine Learning • Consulting
The Role
As a Sales Development Representative, you will generate leads and qualify prospects for solar solutions. Responsibilities include researching potential customers, conducting discovery conversations, managing lead pipelines, and collaborating with sales and marketing teams. You will educate prospects about solar energy benefits and manage CRM tools to track interactions and progress.
Summary Generated by Built In

ClearSource is passionate about our Core Values!

  • Customer First – We share an intense passion for creating an exceptional customer experience.
  • Personal Accountability – Commit to do the right thing and do it.
  • Humble Courage – Be brave enough to seek, deliver, and accept feedback.
  • Hungry – Do your best every day to make great things happen.
  • Happy & Healthy – Choose well, live well.

Do these values resonate with you?

ClearSource is motivated and results-oriented Sales Development Representative (SDR) to join our growing team in the solar industry. In this role, you will be the first point of contact for prospective customers, helping to identify opportunities and qualify leads for our sales team. As an integral part of the sales process, you will educate potential customers on the benefits of solar energy, assess their needs, and drive interest in our solutions. This position is ideal for individuals passionate about renewable energy and eager to develop a career in sales.

What you will do as Sales Development Representative (SDR)

Lead Generation and Prospecting

  • Research and identify residential, commercial, or industrial prospects for solar energy solutions.
  • Build targeted lists of potential customers based on location, energy usage, and other qualifying criteria.
  • Use outbound channels such as cold calling, email campaigns, social media, and door-to-door outreach (if applicable) to engage with prospects.
  • Stay informed about utility rates, energy incentives, and government programs relevant to solar energy adoption.

Lead Qualification

  • Conduct discovery conversations to understand a prospect’s energy needs, property characteristics, and goals for transitioning to solar.
  • Qualify leads based on energy consumption patterns, property compatibility (e.g., roof condition, sunlight exposure), and financial interest in solar solutions.
  • Educate prospects about solar energy benefits, including cost savings, environmental impact, and available incentives or tax credits.

Pipeline Management

  • Collaborate with the sales team to ensure the smooth handoff of qualified leads to account executives or solar consultants.
  • Manage a pipeline of leads, tracking engagement and follow-up activities to meet or exceed daily, weekly, and monthly targets.
  • Update CRM systems (e.g., Salesforce, HubSpot) with accurate lead details, interactions, and progress through the sales funnel.

Collaboration and Communication

  • Work closely with marketing teams to align on messaging, outreach strategies, and lead generation campaigns.
  • Provide feedback to marketing on the effectiveness of campaigns and customer insights to optimize targeting and messaging.
  • Partner with solar consultants to develop strategies for nurturing high-potential leads.

Tools and Technology

  • Utilize sales tools such as CRM platforms, lead enrichment software, and email automation tools to maximize efficiency.
  • Leverage solar-specific tools, such as system modeling software (e.g., Aurora, HelioScope) or proposal tools, to prequalify customers when necessary.

Continuous Improvement

  • Stay updated on solar technology, market trends, and industry incentives to provide valuable insights to prospects.
  • Actively participate in training sessions to enhance product knowledge, sales techniques, and industry expertise.
  • Test and iterate messaging strategies to improve engagement and conversion rates.

What ClearSource Needs from You

Required Skills and Experience:

  • 1–3 years of experience in sales, business development, or a customer-facing role; experience in renewable energy or solar sales is a plus.
  • Excellent verbal and written communication skills with the ability to explain technical concepts in a simple, relatable manner.
  • Strong organizational and time-management skills to manage multiple priorities effectively.
  • Results-driven mindset with a passion for exceeding targets and driving clean energy adoption.

Preferred Skills:

  • Familiarity with the solar industry, including utility rates, financing options, and government incentives (e.g., ITC, net metering).
  • Experience with CRM software (e.g., Salesforce, HubSpot) and sales enablement tools.
  • Proven ability to perform cold outreach via calls, emails, and social platforms.

Soft Skills:

  • Self-motivated and eager to learn with a genuine interest in renewable energy.
  • Resilience and a positive attitude, with the ability to handle rejection constructively.
  • Strong interpersonal skills to build rapport quickly with prospects and teammates.
The Company
HQ: Sandy, UT
583 Employees
On-site Workplace
Year Founded: 2007

What We Do

ClearSource at its core is a customer experience company. We help our partners optimize the customer journey from initial acquisition to throughout the lifecycle of each customer. Our mission is to drive customer loyalty and engagement by creating an exceptional experience at every touchpoint. Our services include outsourced customer care, technology including artificial intelligence/machine learning, and consulting services.

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