Role Overview

EVOLVE MEP is seeking a Customer Development Representative (CDR) to drive engagement, adoption, and growth across our existing customer base. This hybrid role combines the relationship management of an Account Manager with the proactive, high-volume outreach of a Sales Development Representative.

The CDR will engage customers throughout their lifecycle to accelerate implementation, increase software adoption, coordinate training, promote customer events, and identify opportunities for deeper engagement and account growth.

Key Responsibilities

• Customer Outreach: Execute high-volume, proactive outreach to users and stakeholders across assigned customer accounts.

• Implementation & Adoption: Support smooth customer implementations and proactively drive software adoption across teams and departments.

• Training Coordination: Schedule and promote customer training sessions to maximize utilization of contracted training hours.

• Lead Follow-Up: Quickly follow up with MQLs, leads, and engagement opportunities generated within existing customer accounts.

• Customer Engagement: Coordinate QBRs, account reviews, onsite visits, and other customer touchpoints to strengthen relationships and satisfaction.

• Events & Community: Drive customer participation in EVOLVE webinars, happy hours, trade shows, training sessions, and other events.

• Account Development: Identify new stakeholders, teams, use cases, and potential expansion or cross-sell opportunities within customer accounts.

• CRM Management: Maintain accurate customer activities, follow-ups, and opportunities within HubSpot.
  
  Core KPIs

• Customer outreach volume and engagement

• Training hours scheduled and fulfilled

• MQL and customer lead follow-up

• Webinar, happy hour, and trade show invitations and registrations

• Software adoption and customer engagement

• QBRs, onsite visits, and strategic customer meetings scheduled

• Expansion and cross-sell opportunities identified
  
  

Qualifications

• 1–3+ years of experience in Customer Success, Account Management, Sales Development, Business Development, or a similar customer-facing role.

• Strong communication skills and comfort conducting high-volume customer outreach.

• Highly organized with the ability to manage multiple accounts, contacts, and follow-ups.

• Proactive, goal-oriented, and comfortable identifying opportunities within existing accounts.

• Experience with SaaS and CRM platforms such as HubSpot preferred.

• Construction, MEP, BIM, or VDC industry experience is a plus.

• Ability to travel periodically for customer visits and industry events.
  
  

What Success Looks Like

The CDR creates consistent engagement across EVOLVE’s customer base—ensuring customers receive the training and support they need, software adoption expands throughout their organizations, leads receive timely follow-up, and customers remain actively engaged with EVOLVE. Ultimately, the CDR helps create stronger customer relationships, higher adoption, and greater long-term account value.