Concierge / Business Development Representative (BDR) – Contractor

Position Overview The contractor will identify prospective customers, conduct outreach, qualify opportunities, and maintain

accurate engagement records. Services are delivered independently in accordance with agreed project objectives, timelines, quality standards, and compliance requirements.

Scope & Deliverables The contractor may be responsible for:

Generating prospect lists and conducting outbound prospecting via email, phone, LinkedIn, or other approved channels

Researching, identifying, and reviewing prospective customer data within assigned markets

Researching target accounts and identifying relevant market signals to inform outreach and timing

Conducting discovery conversations and assessing fit

Qualifying leads using agreed qualification criteria

Setting appointments and scheduling meetings with qualified prospects using approved calendaring systems

Communicating with prospects via email using approved templates and messaging guidelines

Maintaining accurate and up-to-date prospect and activity records in approved systems

Reviewing and updating lead status, engagement history, and opportunity notes in real time

Providing qualified leads and relevant engagement notes to the appropriate sales contact

Preparing periodic activity or pipeline updates as agreed

Participating in project coordination meetings where required

Following applicable client messaging, brand, confidentiality, and compliance requirements

Qualifications Previous experience in business development, sales development, outbound prospecting, or related field

Strong written and verbal English communication skills

Experience communicating professionally with prospective customers and business stakeholders

Familiarity with CRM, prospecting, and sales engagement platforms

Familiarity with Office 365 (Outlook, Excel, Word, Teams) or equivalent tools

Comfort working with spreadsheets and account/reporting trackers

Strong organizational and time-management skills

Ability to work independently and manage deliverables

Reliable internet connection and appropriate equipment

Engagement Requirements Manage work independently, subject to agreed project requirements and deadlines

Meet agreed deliverables, service levels, and quality standards

Maintain accurate and timely records and data updates in approved systems

Protect confidential, client, and prospect information

Use only approved systems, data, messaging, and communication channels

Follow applicable legal, regulatory, privacy, and compliance requirements

Promptly communicate material issues affecting deliverables

Resources Provided Where required, contractor may be provided access to CRM platforms, communication tools, prospecting and research tools, client information, and project-specific systems. All access is subject to confidentiality and data protection requirements.

Equipment Contractor provides suitable computer equipment, reliable internet connectivity, professional working environment, and maintains

appropriate security and equipment maintenance.

Engagement Structure This is an independent contractor engagement governed by a separate Independent Services Agreement. Deliverables, compensation, term, invoicing, confidentiality, data protection, and termination provisions will be outlined in the formal agreement. This document does not create an employment relationship.

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