The posting
ABOUT UPSMITH
UpSmith is an AI revenue platform for home service contractors with a focus on HVAC, plumbing and electrical. Our software surfaces revenue that is already sitting inside a contractor's ServiceTitan data — aging estimates, system-replacement opportunities, cancelled appointments — and turns it into booked, closed business.
We build the agentic infrastructure that helps trades businesses capture revenue they have already earned but are leaving on the table. Our customers are real businesses with real livelihoods on the line, and we hold ourselves to that standard.
THE ROLE
As a Sales Development Representative, you are the front of the revenue engine. Your job is to open conversations with home service business owners and book qualified demos for our sales team. This is a high-activity, phone-first outbound role — consistent daily execution is what separates good from great here.
You will own the top of the funnel: reaching owners and decision-makers at ServiceTitan-using contractors, getting them genuinely interested in the revenue UpSmith can surface for them, and setting demos that convert. The qualified demo is your product.
Requirements
WHAT YOU'LL DO
- Run consistent daily outbound — dials, emails, and follow-ups — against a defined target list of home service business owners
- Book and qualify demos for the sales team; the completed qualified demo is your primary output and how success is measured
- Execute assigned sequences in Instantly and run your call activity through Dialpad
- Keep HubSpot clean: log every touch, update contact and deal records, and maintain data hygiene without being asked
- Research and prioritize accounts — active ServiceTitan users, $3M+ in annual revenue — so your effort lands on the highest-fit prospects
- Tell a clear, credible story about the revenue UpSmith surfaces, and handle objections with confidence
- Partner with sales, marketing, and ops to sharpen messaging, tighten lists, and clean up hand-offs
- Hit and beat your weekly activity and demo targets — every week, not just your good weeks
WHAT SUCCESS LOOKS LIKE
- First 30 days: ramped on the product story, the ideal customer profile, and the toolkit; consistently hitting baseline activity targets.
- First 60 days: hitting daily dial and demo-booking targets reliably, with qualified demos converting downstream.
- First 90 days: fully productive and exceeding demo quota; contributing feedback that improves scripts, sequences, and targeting.
WHAT YOU'LL NEED
- 1+ years in outbound sales, an SDR/BDR seat, or another high-volume phone role OR a clear track record of hustle and coachability if you're newer to the seat
- Comfort living on the phone; you treat dials as the job, not a chore
- Discipline and consistency — you hit your numbers daily, driven by your own standards
- Clear, confident communication and quick thinking when you hit an objection
- Organized and CRM-fluent; you keep your own pipeline clean
- Coachable, competitive, and genuinely driven to win
NICE TO HAVE
- Experience selling into home services, the trades, or SMB owner-operators
- Familiarity with ServiceTitan, HubSpot, and AI tools
- SaaS or AI product sales background
Benefits
HOW WE WORK
Our values aren't wall art — they're how we operate every day. You'll fit here if these already sound like you:
- Mission First. The customer's outcome comes before anything else.
- Speed Wins. We lead with a bias to action. The fastest way to get things right is to iterate by getting things wrong. Inaction is the only unforgivable mistake.
- Be an Owner. Owners don't wait to be asked — they see what needs doing and do it, own their mistakes, fix them fast, and share what they learned.
- Choose Greatness. We hold a high rigor bar because the tradespeople and companies we serve deserve our best work. Good enough isn't good enough when the stakes are real.
