M&A - Sales Development Representative (SDR)

Sales Development Representative (SDR)Remote | Full-Time | Independent Contractor
As an SDR at LegacyPoint, you will connect with inbound leads, qualify business owners interested in selling, and book appointments for our M&A specialists. This fully remote, full-time contract position offers a unique opportunity to gain hands-on experience in the M&A and private equity space while contributing to meaningful business transitions.
About LegacyPointLegacyPoint is the first AI-powered investment bank and business brokerage, dedicated to helping business owners sell their companies for maximum value. We leverage advanced technology and an extensive buyer network to streamline the sales process. At LegacyPoint, every call you make helps shape the future of business transitions while building your foundation in the M&A industry.
Who You’ll Be CallingYou’ll be connecting with business owners who have expressed interest in selling their businesses. These inbound leads have been generated through strategic outreach, ensuring quality conversations and meaningful engagement.
What We’re Looking For
SDR MissionYour mission is to connect with business owners, qualify their interest, and schedule appointments for our M&A specialists.
What Makes You a Fit

• Proven experience in sales, customer service, or client-facing roles.
• Strong communication and organizational skills.
• Driven, self-motivated, and goal-oriented.
• Ability to manage high call volumes while maintaining quality interactions.
• Familiarity with CRM tools like Close.com is a plus.

Responsibilities

• Outbound Calls: Make a minimum of 200 calls per shift using an automated power dialer to engage business owners.
• Lead Qualification: Assess sellers’ goals, business readiness, and suitability for our M&A services.
• Appointment Setting: Schedule at least 8 daily appointments for M&A specialists.
• CRM Management: Document all interactions accurately to ensure seamless follow-up.

Career ProgressionSales Development Representative → Senior SDR → SDR Manager → M&A Advisor or Closer
What You’ll Do Daily

• Make 200+ outbound calls with an automated power dialer.
• Qualify leads by assessing their readiness to sell.
• Schedule at least 8 appointments daily with M&A specialists.
• Maintain accurate records of all interactions in the CRM.

Weekly

• Review performance metrics and optimize strategies to improve results.
• Participate in team meetings and role-playing exercises to refine techniques.

What You Can Expect In Your First Year

• Month 1: Complete onboarding, training, and start booking appointments.
• Month 3: Take full ownership of your lead pipeline and achieve performance targets.
• Month 6: Exceed goals consistently and provide insights to improve processes.
• Beyond: Advance to leadership roles or the closer path while expanding your impact at LegacyPoint.

Our Recruitment Process

1. Initial application: 5 minutes.
2. Introductory interview: 15 minutes.
3. Assessment task: 1-2 hours.
4. Final interview with leadership.

(We aim to complete the process within 2-3 weeks and will keep you informed every step of the way.)
About Your Leadership TeamThe LegacyPoint leadership team combines decades of experience in entrepreneurship, technology, and M&A. Led by founder Mike Ballas, who has built and exited 4 companies with over $5.1 billion in enterprise value, we are dedicated to building a dynamic team to transform the business brokerage industry.
NoteWe’ve tried to strike a balance between giving you enough detail to decide whether you think this role might be a good fit for you and not completely drowning you in information. We genuinely love our jobs, and we want to make sure that when you click the Apply button, it’s because you’ve read everything above and have come to the conclusion that you might like this job, too.
And like we said above: even if you don’t meet 100% of our wishlist above, we encourage you to apply anyway. We view every application we receive as a chance to meet someone awesome.
And finally: we are committed to creating a safe, inclusive environment for each and every one of our employees. We believe that our differences make us stronger, smarter, and more curious, and we take active steps each and every day to live our lives in a way that embodies those beliefs. We provide equal opportunity to all employees.
Ready to join LegacyPoint? Apply today!