Sales Development Representative

Casebook PBC provides SaaS technology for human services organizations. The Sales Development Representative identifies and engages prospective customers, qualifies leads, schedules demonstrations, and builds pipeline in collaboration with cross-functional teams.

Responsibilities:

• Provide a world-class experience for Casebook's prospective customers
• Identify and make 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 records in the CRM, including detailed discovery (qualification) notes
• Collaborate with Marketing, Pre-Sales, Product, and Customer Success teams 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

Requirements:

• Candidates must be authorized to work in the US
• College degree or equivalent professional work experience required
• Proven experience sourcing opportunities with an average ARR minimum of $10k
• Experience with automated/AI outbound sales tools such as HubSpot, Nooks, ZoomInfo, or GovSpend
• Comfortable communicating with new people by phone, email, and video
• Excellent listening, communication, and interpersonal skills
• Organized and detail-oriented with strong time management skills
• Fluent in spoken and written English
• Coachable, collaborative, and eager to learn
• Legally authorized to work in the United States