Job Description

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

Qualifications

• 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

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Job Description

The Sales Development Representative (SDR), Team Lead will oversee and manage the Sales Development Representatives (SDRs) team to achieve performance targets and drive consistent growth across Mexico and the U.S. This role will lead both inbound and outbound  lead-generation efforts while focusing on team development and enhancing SDR capabilities. The SDR Team Lead will collaborate closely with key stakeholders and internal teams to align with and achieve strategic business goals.

What You’ll Do:

• Lead, mentor, and manage the SDR team to meet or exceed individual and team KPIs, fostering a culture focused on growth, collaboration, and high performance.
• Develop, implement, and evaluate outreach strategies to improve prospecting techniques, enhance lead quality, and drive pipeline development while tracking team performance against key metrics, goals, and targets to ensure alignment with marketing and business development objectives.
• Guide the team in outbound prospecting to capture contact information and qualify target sales leads, providing best practices, training, and feedback to optimize outreach efforts.
• Oversee prompt processing of inbound Marketing Qualified Leads (MQLs) by ensuring adherence to lead qualification criteria within the CRM system and facilitating efficient conversion into Sales Qualified Leads (SQLs) to maximize sales opportunities.
• Execute core SDR tasks, including performing outbound sales activities, qualifying inbound leads, and facilitating the scheduling of sales meetings between sales executives and potential customers to drive pipeline growth and engagement.
• Monitor and evaluate team performance using CRM and other tools, ensuring accuracy and consistency in data entry and reporting, and providing actionable feedback to improve results.
• Conduct regular one-on-one coaching sessions with SDRs to provide feedback, track progress, and support professional development.
• Collaborate with sales and marketing leadership to align on lead qualification criteria, optimize lead handoff processes, and adjust outreach strategies based on data-driven insights.
• Support SDRs with complex lead qualification efforts, helping them navigate challenging conversations and identify high-potential opportunities.
• Conduct market research and stay informed about industry trends, competitor activities, and market opportunities to enhance the team’s strategies.
• Track and analyze the progression and results of inbound and outbound campaigns, presenting status reports to the Director of Business Development, Global Marketing, and other stakeholders while using insights to refine future strategies.
• Maintain a personal contribution to lead generation efforts by proactively engaging with potential customers, supporting team objectives, and representing Shiji at key events, including assisting with setup and customer interactions to enhance engagement and strengthen brand presence.
• Conduct market research and stay informed about industry trends, competitor activities, and market opportunities to enhance the team’s strategies and ensure long-term success.

Qualifications

• Bilingual in English and Spanish, with the ability to communicate effectively in both languages.  
• Bachelor’s degree in Marketing, Business, or related field, or equivalent experience.
• Minimum five (5) years’ experience in sales lead generation, digital marketing, business development or related roles, with a focus on supporting sales objectives.
• Minimum three (3) years’ experience managing a team, with proven success in mentoring, coaching, and developing team members to achieve performance goals.  
• Proven ability to drive new business and execute sales strategies, focusing on identifying and nurturing customers to expand market reach and achieve growth targets
• Experience with developing and executing outbound and inbound marketing campaigns, with strong analytical skills to track, analyze, and optimize performance. 
• Strong project management skills with the ability to manage multiple tasks and priorities simultaneously
• Proficiency in CRM systems, marketing automation tools, and Microsoft Office Suite (Word, PowerPoint, Excel).
• Strong problem-solving skills and a data-driven mindset to assess team and campaign performance and implement improvements effectively.
• Excellent written and verbal communication skills, with the ability to effectively present insights and strategies clearly to stakeholders and collaborate cross-functionally.
• Strong project management skills, with the ability to manage multiple tasks and priorities simultaneously while meeting deadlines.
• Motivated sales professional with a consultative approach, excellent problem-solving skills, and a data-driven mindset to analyze performance metrics and make informed decisions.
• Ability to work in a fast-paced environment and adapt quickly to changing demands.

Preferred Qualifications (knowledge, skills, and abilities):

• Experience selling B2B technology/SaaS is preferred.
• Hotel and/or hospitality software industry experience preferred

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Join Xtremax as we expand our footprint Malaysia. We are in search of an exceptional Sales Development Representative to synergize our Business Development and Marketing strategies. This pivotal role is tailored for a visionary professional adept at orchestrating high-impact lead-generation campaigns and excelling in both strategic oversight and tactical execution.

Key Responsibilities:

• Strategize and implement robust lead generation programs to prospect new clients and identify fresh market opportunities, enhancing our market penetration.
• Initiate contact with potential clients through a diversified outreach strategy encompassing cold calls, targeted campaigns, and strategic social media engagements.
• Forge a strong collaboration with the Marketing team to craft compelling marketing strategies, refine communication messages, and align with the overarching sales objectives under the guidance of the Business Development Manager.
• Cultivate and nurture preliminary leads to transition them to sales-ready stages, employing stringent qualification metrics and sustained engagement practices.
• Expertly manage CRM tools to meticulously track, analyze, and report on lead generation initiatives, ensuring high data integrity and deriving actionable business insights.

• Demonstrated success in lead generation, sales, or a closely related field, underscored by a consistent record of meeting or exceeding lead generation targets.
• Superior communication and persuasion skills, with proficiency in crafting and delivering compelling narratives.
• Preferably possesses experience within the technology sector, with a keen understanding of its dynamics and market drivers.
• Autonomous in managing projects with the capacity to thrive in a dynamic, collaborative, and cross-functional corporate landscape.
• Acute analytical acumen with a proven ability to discern trends, optimize workflows, and drive strategic decisions.
• Comprehensive understanding of digital marketing tools and CRM platforms.
• Only Malaysian may apply, we are not supporting for any Visa

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Job Description

Junior Sales Development Representative (SDR) 

Are you looking to kick-start your career in sales and lead generation? Join our team as a Junior Sales Development Representative and play a key role in driving our growth! In this position, you’ll develop valuable skills across multiple lead channels and be an essential part of our sales success.

Your Responsibilities:
As a Junior SDR, your daily activities will focus on four main lead generation channels, each with a targeted approach to verify and convert leads into SQL (Sales Qualified Leads)

Demo Registrations for SME
   - Review and verify demo sign-ups from the SME sector, focusing on converting these leads into SQL.
Corporate/Enterprise Registrations
   - Process and qualify registrations from Corporate/Enterprise clients to maximize SQL conversion rates.
Webinar Sign-ups
   - Verify leads generated from webinar registrations, with a focus on assessing potential SQL conversions.
E-book Downloads
   - Qualify leads originating from e-book downloads, identifying potential SQL opportunities. 

In addition to these core responsibilities, you’ll support our outbound lead generation efforts by building databases and proactively sourcing leads, particularly in the Corporate sector.

Qualifications

• An eagerness to learn about lead generation and sales development.
• Strong organizational skills and attention to detail.
• The ability to analyze and assess lead potential across various channels.
• A proactive approach to building and maintaining lead databases.
• Experience or interest in B2B sales is a plus.
• Proficiency in CRM systems such as HubSpot.

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Job Description

Our team is growing... come join us! Open to candidates from major metro areas (Primarily Texas, Nevada/Colorado, Florida, Virgina, Southern California (or states close to these major population hubs.)

We are seeking a motivated and energetic Junior Sales Representativeto join our sales team. In this role, you will be responsible for generating new business and building relationships with contractors to promote and sell our financing solutions to home improvement contractors. You will work closely with the sales team and other departments to meet targets and ensure customer satisfaction.

Position Responsibilities:

• Prospect and generate leads through various channels (cold calling, email campaigns, referrals, networking, etc.)
• Educate contractors on the benefits of offering financing to their clients and how it can help grow their business
• Conduct sales presentations and product demos to explain the features and advantages of our financing solutions
• Close deals and meet or exceed monthly sales targets
• Build and maintain strong, long-term relationships with contractors to foster repeat business
• Collaborate with internal teams (e.g., marketing, customer service, onboarding) to ensure that customer needs are met
• Provide ongoing support to contractors and ensure their satisfaction
• Track and report on sales activity and performance using CRM tools
• Stay informed about industry trends and competitors to effectively position our products in the market

Position Qualifications:

• Bachelor’s degree in Business, Marketing, Finance, or related fields (though motivated candidates without a degree but with relevant experience can be considered)
• Entry-level to 2 years of sales experience, preferably in fintech, SaaS, home improvement, or a related industry
• Recent graduates with internships or part-time experience in sales, customer service, or marketing preferred
• Sales professionals with experience in industries like home improvement, SaaS, financial services, or other B2B-focused roles preferred
• Familiarity with Point-of-Sale financing, lending, or similar financial products is a plus
• Strong communication and negotiation skills
• Ability to build relationships quickly and effectively with prospective clients
• Goal-oriented with a strong desire to meet and exceed sales targets
• Self-motivated and able to work both independently and as part of a team
• Proficient in using CRM software and other sales tools
• Ability to learn quickly and adapt to a fast-paced, dynamic environment
• Excellent organizational skills and attention to detail

Requires 70% Travel

Qualifications

• Bachelor’s degree in Business, Marketing, Finance, or related fields (though motivated candidates without a degree but with relevant experience can be considered)
• Entry-level to 2 years of sales experience, preferably in fintech, SaaS, home improvement, or a related industry
• Recent graduates with internships or part-time experience in sales, customer service, or marketing preferred
• Sales professionals with experience in industries like home improvement, SaaS, financial services, or other B2B-focused roles preferred
• Familiarity with Point-of-Sale financing, lending, or similar financial products is a plus
• Strong communication and negotiation skills
• Ability to build relationships quickly and effectively with prospective clients
• Goal-oriented with a strong desire to meet and exceed sales targets
• Self-motivated and able to work both independently and as part of a team
• Proficient in using CRM software and other sales tools
• Ability to learn quickly and adapt to a fast-paced, dynamic environment
• Excellent organizational skills and attention to detail

Requires 70% Travel

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Job Description

The Sales Development Representative is responsible for qualifying prospective clients, transitioning them to client acquisition and acquiring new accounts by calling on leads, to meet monthly sales target. This position will also respond to customer inquiries for information on the company's products and services and help to qualify potential sales prospects through a variety of lead nurturing activities. 

Essential Job Functions: 

• Achieve monthly quota of Qualified Leads (demos, appointments) by initiating calls to prospective clients each day. 
• Report and record all activities in the CRM system and qualify leads for sales development. 
• Accurately record sales and summarize interaction with customers. 
• Process new customer applications and accounts. 
• Target new accounts daily to build sales pipeline. 
• Prepare and qualify targeted prospect accounts/leads by utilizing internal criteria. 
• Send emails and make prospecting calls, to peak interest in learning more about Spear Education products and services. 
• Manage lead, opportunity and development pipeline in the CRM. 

Qualifications

• High school diploma, college degree preferred 
• Ability to exhibit a high level of professionalism and a true desire to speak to prospective clients 
• Strong written, verbal and presentation/communication skills, including to both executive and technical audiences 
• Proficient with the Microsoft Office suite and basic spreadsheets, with strong attention to detail 
• Preferred:  Experience in carrying and attaining a sales quota 

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The Sales Development Representative (SDR) plays a key role in the Inside Sales and Marketing organizations by qualifying new sales leads and building pipeline. The role focuses on inbound and outbound lead generation and qualified opportunity creation. This includes leveraging various cold prospecting activities and strategies to generate outbound sales leads and opportunities for CoreSite’s assigned sales region(s). It also includes warm follow up and qualifying inbound leads from marketing activities and assigning to the regional sales teams per our rules of engagement. We are looking for motivated self-starters that are willing to work hard, learn, and who are interested in starting a technology-based sales career. Hybrid work environment, in office two days per week.

We are currently hiring for a 3-month contract that does have the possibility to extend.

Duties:

· Learn and understand CoreSite’s offerings and competitive advantage.

· Develop a personalized CoreSite pitch and product pitches.

· Understand target prospect personas including titles, job responsibilities, company size, industry/verticals, annual revenues and more. Build contact prospecting lists based on knowledge of target audience and personas.

· Understand assigned regional industries, top companies, metro areas, data center locations, competitors and other data. Build account prospecting lists based on knowledge of the region and surrounding metros.

· Generate outbound sales leads and qualify opportunities by leveraging SDR sales training, strategies, platforms and marketing resources. Maintain prescribed monthly frequency for cold calls, cold emails and social media outreach.

· Follow-up and convert inbound sales leads (website forms, inbound calls and referrals) into qualified opportunities. Assign opportunities to the correct regions, sales VPs and sales representatives based on CoreSite’s rules of engagement (ROE).

· Attend assigned regional sales calls and provide updates on current inbound and outbound activity, campaigns and programs. Provide sales prospecting support for regional VPs and sales representatives.

· Collaborate with individual sales representatives in assigned region(s) to generate target account lists to prospect on their behalf. Set meetings and appoints for senior sales representatives in assigned region(s).

· Provide critical feedback to the inside sales and marketing team on campaign success, quality of inbound leads, SDR tools and platforms.

· Occasionally travel to tradeshows, to provide booth support, badge scanning (~25% Travel), and to other CoreSite offices

· Identify and develop outbound prospecting email campaign strategy and provide feedback on existing marketing efforts and lead quality.

· Promote and demonstrate the behaviors consistent with CoreSite’s culture and Guiding Principles.

· Special projects as required

· Must display attention to detail

· Excellent interpersonal, verbal, and written communication skills

· Demonstrate strong sales skills through cold calling and proper email messaging

· Organized and creative; ability to try different approaches to solve problems

· Motivated, energetic, aggressive and outgoing with a selling focus

· Persistent and tenacious; must be able to handle rejection and bounce back

· Must display the highest integrity at all times

· Honest, direct communication; internally and externally

· Critical listener and inquisitive communicator able to uncover opportunities

· Competitive personality: willingness and ability to outwork the competition

· Self-starter that does not need constant supervision to be effective

· Sales CRM (Salesforce or other) experience is preferred

· Proficient with Microsoft Excel, Word and PowerPoint

· Willingness and ability to travel 25% for tradeshows, work events and other assigned CoreSite offices, as needed

· Availability to thrive in a hybrid work environment

Education/Experience:

· Professionalism and business acumen required

· Bachelor’s degree from an accredited college or university preferred

· Information technology (IT) and B2B experience preferred

· 1+ years in a sales role with demonstrated ability to meet or exceed targets preferred

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle or feel objects; reach with hands and arms; climb stairs; balance; stoop or kneel; talk and hear. The employee must occasionally lift and/or move up to 25 pounds. Ability to travel is requird.

Compensation:

Compensation for this role includes an hourly rate between $20-$24/hour.

Posting Timeline: This position is expected to be open for applications through November 20, 2024.

Not only does CoreSite have a fun, team-focused work environment, but we also offer great benefits to all employees regularly scheduled to work more than 20 hours a week!

• First-day medical insurance through Cigna with generous premium cost coverage
• Dental insurance through Delta Dental
• Vision insurance through VSP
• Telemedicine through MDLive for Cigna
• Healthcare and dependent care flexible spending account (FSA) plans
• Health saving account (HSA) plans for employees participating in the High Deductible Health Plan
• Life, AD&D, short-term disability, and long-term disability insurance fully paid by the company
• Voluntary coverage benefits for supplemental life, critical illness, accident, and hospital insurance
• First-day eligibility for 401(k) savings plan through Fidelity, which includes an attractive matching company contribution
• Discretionary annual bonus and equity incentive plan
• Employee stock purchase plan (ESPP) with a 15 percent discount
• 16 days of paid time off (PTO)
• 11 paid company holidays and additional floating holidays
• School visitation and elder care paid time off
• Parental leave, adoption and surrogacy benefits, and family planning/fertility support
• Wellness reimbursement program & wellness incentive program
• Free parking or a company contribution toward a public transit pass
• Education reimbursement and student loan debt assistance program
• Employee assistance program, childcare resources, personal finance management support, and student loan debt assistance program
• Pet insurance
• Charitable matching program

Applicant Privacy Notice: CoreSite is committed to protecting the privacy and security of personal information submitted by applicants. The California Consumer Privacy Act (CCPA) requires us to provide you information about our personal information handling practices. As a result, we’re providing this Privacy Notice that describes how we collect, use, share, and update personal information from individuals who wish to be considered for employment with CoreSite. To read the Applicant Privacy Notice, please go to https://www.coresite.com/applicant-privacy-notice

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