Sr. SDR - Sales Development Representative

As a Senior Sales Development Representative (Sr. SDR) at Casebook PBC, you'll lead the initial outreach to potential clients within the nonprofit and government sectors. Your focus will be on engaging organizations that can benefit from our award-winning software designed to improve human services. You'll develop targeted prospecting strategies, customize outreach messaging, and collaborate with various internal teams to drive lead generation efforts.

To excel as a Senior Sales Development Representative at Casebook PBC, candidates should have at least two years of outbound sales development experience. A strong track record in pipeline generation and familiarity with CRM tools like Hubspot is essential. Additionally, experience with nonprofit or government sales, alongside a genuine passion for human services, will greatly enhance your application.

At Casebook PBC, we value the professional growth of our employees, especially for roles like Senior Sales Development Representatives. As an SDR III, you will not only achieve individual sales goals but also mentor other SDRs. We provide continuous training and development opportunities to enhance your skills and aid in career advancement within the company.

Senior Sales Development Representatives at Casebook PBC can expect a competitive salary range of $60,000 to $75,000 USD, plus commissions. In addition to a solid base salary, we offer comprehensive benefits that include employer-funded health insurance for you and your spouse, a 401k plan, and generous vacation time to ensure a healthy work-life balance.

The work environment for a Senior Sales Development Representative at Casebook PBC is primarily remote, allowing for flexibility in managing your day-to-day responsibilities. The role demands effective time management skills, particularly for making outreach calls and supporting collaborative efforts with various teams. You’ll also need a reliable internet connection for video calls and virtual meetings.

In the Senior Sales Development Representative role at Casebook PBC, you will utilize various sales tools to streamline your outreach efforts. Key tools include Hubspot for managing customer relationships, ZoomInfo and LinkedIn Sales Navigator for prospect research and engagement, and other data-driven resources to fine-tune your prospecting strategies.

Casebook PBC prides itself on a culture centered around community impact and teamwork. We encourage our employees to embrace our mission of enhancing human services and fostering collaboration. As a Senior Sales Development Representative, you’ll be part of a supportive environment where your contributions play a vital role in achieving our larger purpose of making a difference in the lives of those we serve.

In responding to this question, you should highlight specific experiences and successes that demonstrate your sales expertise. Mention any metrics or achievements that showcase your ability to meet or exceed targets, particularly in outbound prospecting activities. Relate your experience to the mission of Casebook PBC, emphasizing any relevant background in working with nonprofits or government organizations.

Explain your strategy for prioritizing prospects when doing outbound outreach. You might discuss frameworks you use for account-based sales, how you assess the needs of potential customers, and the methods you implement to personalize your outreach. Tailor your response to Casebook PBC’s focus on nonprofits and human services to show your alignment with their objectives.

Discuss the CRMs and prospecting tools you have used, like Hubspot or LinkedIn Sales Navigator. Provide examples of how these tools have enabled you to manage relationships effectively, generate leads, and track your outreach success. Specific examples of closing deals or establishing valuable connections would strengthen your response.

Describe a particular instance where you successfully overcame an objection from a prospect. Focus on your communication skills and the techniques you used to understand the client’s concerns, reframe the conversation, and present Casebook PBC’s offerings as the ideal solution. Highlight the importance of building rapport during the process.

In your answer, emphasize the need to customize outreach strategies based on the unique challenges faced by nonprofits and government bodies. Discuss the importance of empathy and understanding their mission, and how you'd use data to highlight how Casebook’s solutions can directly address their needs. A strong focus on personalizing messaging would be beneficial here.

Reflect on how you prioritize resilience and learning from experiences. Discuss your approach to analyzing what went wrong in situations where targets were not met, and what steps you take to improve. Overall, emphasizing a proactive attitude and a commitment to continuous improvement will resonate well.

Collaboration is key in any sales position. Explain your strategy for communicating and working with marketing and customer success teams to align messaging and share insights. Highlight specific examples of successful cross-departmental projects you’ve been part of that have increased pipeline growth.

Discuss your understanding of community engagement, especially in the context of nonprofits and human services. Share examples of how you’ve previously contributed to community initiatives or supported organizations that have helped underserved populations. Relate your passion for community service to the mission of Casebook PBC.

Demonstrate your dedication to professional development by mentioning resources you utilize, such as industry publications, online forums, or networking events. You should also indicate how you apply this knowledge to refine your sales strategies and identify opportunities within the sectors relevant to Casebook PBC.

Share your personal motivations for pursuing a career in sales development, especially within the realm of human services. Discuss how the potential to create a positive impact through technology drives you, and how you see the role of Senior SDR at Casebook PBC as fulfilling both professional and personal aspirations.