Sales Development Representative

Workiz

. Serve as the first point of contact for Sales and CS, resolving and routing day-to-day CRM requests .

Posted 10/30/2026full-timeSan Diego • California • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in CRM management, particularly with HubSpot, and excels in lead routing, onboarding, and retention workflows. Proven ability to analyze data, automate processes, and communicate effectively in a fast-paced sales environment.

Highest-signal resume keywords

CRM ExperienceCold-Calling SkillsData Analysis and ReportingProcess ImprovementKPI-Driven Performance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

CRM ManagementData ValidationLead RoutingSales ReportingProcess AutomationPipeline ManagementSales DevelopmentCold CallingNote-TakingQualification Decision-Making

Soft Skills

Strong CommunicationCoachabilityProactive OutreachFast Follow-UpAdaptability

Tools & Technologies

HubSpotSales DashboardsReporting ToolsAutomation Tools

Industry Keywords

SaaSSales Development RepresentativeBusiness Development RepresentativeTrial-to-Paid MotionsSMB SalesField-Service Sales

About the role

Key responsibilities & impact

Serve as the first point of contact for Sales and CS, resolving and routing day-to-day CRM requests
Investigate recurring bugs and process gaps, identify root causes, and roll out process improvements
Maintain clean pipeline, lifecycle, and deal data through routine checks, deduplication, and validation
Own lead routing, onboarding, and retention workflows for Sales and CS
Build and maintain reports and dashboards for teams and leadership
Automate manual, repetitive work across sales, onboarding, and retention
Partner with Sales, CS, and RevOps, growing into more strategic RevOps work

Requirements

What you’ll need

1–2 years of SDR/BDR or phone-based sales experience with a proven record of hitting targets
Strong cold-calling foundation; comfortable making 100+ calls/day and driving real conversations
CRM experience (HubSpot preferred) with disciplined, clean, and structured note-taking
Highly coachable, open to feedback, and able to implement improvements quickly
Strong written and verbal communication skills with clear, concise follow-up and effective discovery
Comfort operating in a KPI-driven environment with clear expectations around activity and pipeline creation
Ability to quickly understand prospect workflows and pain points to make fast, high-quality qualification decisions
Bias for action, fast follow-up, proactive outreach, and high urgency in managing inbound/trial leads
Ability to work effectively with AEs and support smooth handoffs that drive pipeline momentum
Comfort in a fast-paced SaaS or startup environment with frequent iteration and evolving processes
Prior work in trial-to-paid or PLG-style motions (bonus)
Background selling to SMB or field-service industries (bonus)

Benefits

Comp & perks

Employee stock options
Up to 100% employer-paid Medical, Dental, and Vision coverage options for employees
Generous dependent coverage options
4% match on 401k contributions
Sick Leave: 5 days per year
Vacation Leave: 14 days per year (that grows with tenure!)
2 Floating Holidays to use each year
Continuous learning and opportunities to grow into new responsibilities
Kitchen stocked with coffee, drinks, and snacks
Dog-friendly office
Regular socials, catered lunches, and office happy hours
Office pool table and mini putting green