Sales Development Representative (SDR)

About the role

Location: This is a remote US-based role. Candidates must be authorized to work in the US.

Your Impact

As a Sales Development Representative (SDR), you'll be the first face of Casebook for prospective customers and play a key role in advancing our mission to build technology that accelerates the end of poverty. You'll identify and engage organizations that fit our ideal customer profile, start meaningful conversations, and set up demonstrations with our Software Account Executive team.

• Reporting to the Head of Sales, you'll collaborate with Marketing, Pre-Sales, Product, and Customer Success to maximize lead generation and conversion, and you'll help build the pipeline that drives company revenue goals.
• You'll embody Casebook's values of Impact, Customer Commitment, Teamwork, Innovation, and Accountability, delivering a world-class experience to every prospect from the very first touchpoint.

What You'll Do (Responsibilities)

We are looking for a coachable, organized, and customer-focused sales development professional who is energized by building new relationships and passionate about the human services space. In this role, you will:

• 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.

What You Bring (Skills and Experience)

Education And/or Experience

• College degree or equivalent professional work experience required.
• Proven outbound sales experience sourcing opportunities (minimum ARR of $10k)

Required Technical / Other Skills and Abilities

• Experience with automated/AI outbound sales tools such as HubSpot, Nooks, ZoomInfo, or GovSpend.
• Comfortable communicating with new people by phone, email, and video.
• Access to a high-speed internet connection (25 Mbps minimum) for video and VoIP calls.
• Access to a professional, distraction-free remote workspace.
• 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.

Compensation

Base salary range of $45,000 - $55,000 + uncapped commissions + equity

See why Casebook matters