The Sales Development Representative is typically the first person a prospective customer will interact with as part of the sales process. Casebook’s Sales Development organization is responsible for outbound prospecting with a focus on nonprofit and local government organizations. This position plays a vital role in driving Casebook’s mission of empowering human services to better serve their communities by expanding access to innovative technology solutions. The SDR III takes a leading role in the organization as both a top achiever and mentor to other SDRs. This position requires high-achieving experience in sales development as well as familiarity with the markets Casebook PBC serves.
The Casebook platform supports human services and social services workers engaged in making people’s lives better. We are looking for individuals who are passionate about leveraging technology to solve human services challenges and can clearly articulate how Casebook can address the needs of our customers. Our ideal candidate has a strong sense of mission and is dedicated to providing exceptional customer experiences, therefore, empowering our clients to achieve impactful outcomes.
Responsibilities
Identify and make outreach to organizations in the US and Canada that meet Casebook’s ideal customer profile
Use a data-driven approach to prioritize and engage prospects, leveraging account-based sales strategies to develop and execute a prospecting plan that supports the company’s annual lead generation goals and targets high-value organizations.
Collaborate with Marketing, RevOps, Customer Success and other teams to maximize lead generation potential
Contribute to building a 3x pipeline in order to achieve annual team revenue goals
Customize outreach messaging to resonate with nonprofits and government stakeholders, focusing on their unique challenges in human services.
Use tools like Hubspot, ZoomInfo, and LinkedIn Sales Navigator to identify and connect with prospective customers
Travel approximately 6x per year for conferences, team meetings, or company-wide offsites
At least two years of outbound sales development/business development experience with a strong track record to meet or exceed outbound activity and pipeline generation targets, with specific examples of past quota attainment.
Nonprofit or Government sales experience (experience working in human services at a nonprofit organization or government agency is also acceptable)
Ability to manage time effectively while working from a home/remote office
Must work well as part of a team
MUST have access to a connection fast enough for video and VoIP calls – (25mbps+)
Ability to travel occasionally (10%)
Experience working in a CRM such as Hubspot
Allowed to work in the US
Please include details of past quota attainment when applying
Comp Range for the position is $60-$75k USD base salary + Commissions + Benefits + 401k
In addition to salary and sales commission, this position includes a full benefits package including employer funded health insurance for you and a spouse, 401k, and three weeks vacation time.
