Sales Development Representative (SDR)

Casebook PBC•Allen, TX
•$45,000 - $55,000•Remote

About The Position

As a Sales Development Representative (SDR), you will be the first point of contact for prospective Casebook customers and help advance the company’s mission to build technology that accelerates the end of poverty. You will identify and engage organizations that fit Casebook’s ideal customer profile, start meaningful conversations, and schedule demonstrations with the Software Account Executive team. Reporting to the Head of Sales, you will collaborate with Marketing, Pre-Sales, Product, and Customer Success to maximize lead generation and conversion and build the pipeline that supports company revenue goals. The role is remote and US-based; candidates must be authorized to work in the United States. Occasional travel of approximately 15% is required for company events, conferences, or team meetings.

Requirements

  • College degree or equivalent professional work experience.
  • Proven experience sourcing opportunities with an average ARR of $35,000.
  • 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.
  • Fluency in 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 prospective customers.
  • Identify and conduct outreach to 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 from 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 potential.
  • 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.
  • Uncapped commissions.
  • Equity.
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