SyndicatedFractional SDRMonument, Colorado, United States
Full-time SDR, Mason Law & Planning Group
FULL-TIME SDR JOB · PROFESSIONAL_SERVICES SECTOR · MONUMENT, COLORADO, UNITED STATES
Full-time SDR at Mason Law & Planning Group, based in Monument. Full posting below, with the day rate stated or estimated with its basis.
Full-time SDR — the posting in full
~/original-posting · verbatimsource: workable
What the posting asks · quoted from the listing
- Years
Experience: 2+ years of success in business development, sales, client management, community outreach, or professional services (legal, financial, real estate, healthcare) preferr…
- Must-have
Sales-Minded & Growth-Driven: You view relationship building through a strategic lens; you enjoy setting goals, overcoming objections, and driving measurable referral results.
- Must-have
Relationship Master: Exceptional interpersonal skills with a proven knack for turning initial introductions into long-term, mutually beneficial professional alliances.
- Must-have
ROI & Metrics Focused: Ability to connect outreach activity with bottom-line results, utilizing CRMs and analytics to track performance and optimize strategy.
- Must-have
Quick Learner & Culture Champion: Eager to master "The Mason Law Way," quickly internalizing our services, mission, and professional standard of excellence.
- Must-have
Professional Presence: Highly polished, articulate, and confident, representing the firm in one-on-one executive meetings or public speaking/event settings.
- Must-have
Experience: 2+ years of success in business development, sales, client management, community outreach, or professional services (legal, financial, real estate, healthcare) preferr…
Are you a high-energy, results-driven professional who thrives on opening doors, building lasting trust, and driving tangible growth?
Mason Law & Planning Group, LLC is seeking a sales-minded, dynamic Business & Sales Development Representative to serve as the face and growth engine of our firm across Colorado Springs and surrounding areas. In this role, you won't just network - you will strategically expand our network of professional referral partners, cultivate relationships with financial advisors, CPAs, and real estate professionals, and ensure every partnership yields measurable value.
We are looking for someone who understands that relationship-building is a strategic discipline, knows how to evaluate Return on Investment (ROI) for outreach efforts, and possesses curiosity and drive.
Key Responsibilities
Strategic Partnership & Business Growth
Proactively identify, prospect, and secure high-value relationships with strategic referral partners, including CPAs, financial advisors, real estate agents, and estate planning professionals.
Execute targeted, outbound networking campaigns to expand market presence.
Successfully convey the value proposition of Mason Law & Planning Group to prospective partners, consistently driving quality partner referrals and new client engagements.
ROI Tracking & Pipeline Management
Maintain diligent records of partner engagement, referral source touchpoints, and prospective lead activities using CRM systems.
Monitor relationship conversion rates, track referral pipelines, and evaluate marketing ROI to ensure outreach efforts directly align with business growth targets.
Facilitate seamless handoffs between community leads and internal legal/consultation teams, ensuring prompt follow-up and strong lead-to-client conversion.
Event Execution & Brand Representation
Plan, host, and facilitate educational seminars, networking events, and partner roundtables designed to position the firm as a premier authority.
Track event attendance, engagement metrics, and follow-up ROI to continually refine community engagement strategies.
Serve as a polished, credible, and persuasive ambassador for the firm at local functions and industry events.
Alignment
Immerse yourself in our brand philosophy, legal service offerings, and high-touch client care standards to authentically represent the firm.
Collaborate closely with attorneys, leadership, client care, and marketing to keep business development strategies fully aligned with firm values and operational goals.
What We're Looking For
Sales-Minded & Growth-Driven: You view relationship building through a strategic lens; you enjoy setting goals, overcoming objections, and driving measurable referral results.
Relationship Master: Exceptional interpersonal skills with a proven knack for turning initial introductions into long-term, mutually beneficial professional alliances.
ROI & Metrics Focused: Ability to connect outreach activity with bottom-line results, utilizing CRMs and analytics to track performance and optimize strategy.
Quick Learner & Culture Champion: Eager to master "The Mason Law Way," quickly internalizing our services, mission, and professional standard of excellence.
Professional Presence: Highly polished, articulate, and confident, representing the firm in one-on-one executive meetings or public speaking/event settings.
Experience: 2+ years of success in business development, sales, client management, community outreach, or professional services (legal, financial, real estate, healthcare) preferred.
401(k) matching
Dental insurance
Disability insurance
Health insurance
Paid time off
Vision insurance
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