Casebook PBC

Sales Development Rep

• 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 supporting 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 notes
• Collaborate with Marketing, Pre-Sales, Product, and Customer Success teams to maximize lead generation and conversion
• Meet and exceed achievable weekly outreach and meeting goals
• Travel occasionally, approximately 15%, for company events, conferences, or team meetings
• Identify and engage human services organizations, start meaningful conversations, and set up demonstrations
• Report to the Head of Sales and help build the pipeline driving company revenue goals

Explore Sales Development Representative at Casebook PBC. Review requirements and application details.

Open roles

Sales Development Representative