Sales Development Representative (SDR)

Casebook PBC • Allen, TX

9d • $45,000 - $55,000 • Remote

About The Position

Casebook PBC is hiring a remote, US-based Sales Development Representative (SDR) to help connect human services organizations with technology that supports their work. The SDR will identify and engage prospective customers that fit Casebook’s ideal customer profile, begin meaningful conversations, and schedule demonstrations with the Software Account Executive team. Reporting to the Head of Sales, the role works across Marketing, Pre-Sales, Product, and Customer Success to increase lead generation and conversion and build pipeline toward company revenue goals. The position includes occasional travel, approximately 15%, for company events, conferences, or team meetings. Candidates must be authorized to work in the United States and have a suitable remote workspace and high-speed internet.

Requirements

• College degree or equivalent professional work experience.
• Proven outbound sales experience sourcing opportunities with a minimum ARR of $10,000.
• Experience with automated or AI outbound sales tools such as HubSpot, Nooks, ZoomInfo, or GovSpend.
• Comfort communicating with new people by phone, email, and video.
• Access to a high-speed internet connection of at least 25 Mbps for video and VoIP calls.
• Access to a professional, distraction-free remote workspace.
• Excellent listening, communication, and interpersonal skills.
• Strong organization, attention to detail, and time management skills.
• Fluent spoken and written English.
• Coachable, collaborative, and eager to learn.
• Legally authorized to work in the United States.

Responsibilities

• Provide a world-class experience for Casebook’s prospective customers.
• Identify and contact organizations that meet Casebook’s ideal customer profile.
• Design and execute a prospecting plan that supports the Software Account Executive team and company revenue goals.
• Follow up on leads generated through campaigns, conferences, and referrals.
• Schedule demonstrations for qualified leads and create new CRM records with detailed discovery and qualification notes.
• Collaborate with Marketing, Pre-Sales, Product, and Customer Success to maximize lead generation and conversion.
• Meet and exceed achievable weekly outreach and meeting goals.
• Travel occasionally, approximately 15%, for company events, conferences, or team meetings.

Benefits

• Competitive salary and benefits package.
• Professional growth opportunities.
• Opportunity to make a difference by supporting those who help others.
• Uncapped commissions.
• Equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level