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Sales Development Representative

Formstack improves people’s lives with practical solutions to their everyday work. We are looking for the next Stacker to help us accomplish this mission. 

 

Formstack is a remote-first company with team members who live and work across the U.S., Canada, Poland and the globe. We offer more than just a job; we provide a community where you can learn, grow, and thrive your way. Join a dynamic and diverse team that values relationships as much as results. Come build what matters with Formstack.


*This is a hybrid position in Denver, Colorado*


At Formstack, we are seeking a motivated and driven Sales Development Representative (SDR) to help accelerate our growth by converting inbound inquiries into qualified opportunities. In this pivotal role, you will engage with prospects who have expressed interest in our solutions, qualify their needs, and work closely with our sales team to create meaningful business opportunities. If you’re passionate about delivering value through consultative conversations and thrive in a fast-paced SaaS environment, we’d love to hear from you!


Key Responsibilities

Inbound Lead Qualification:

- Respond promptly to inbound inquiries from prospects who have shown interest in Formstack’s solutions.

- Qualify leads based on their needs, challenges, and fit for our platform to ensure high-value opportunities are passed on to the sales team.

- Conduct 15-minute discovery calls to understand if the prospect’s use-case can be solved with Formstack. 

- Ensure any re-schedules are followed up with and being worked to re-schedule 


Sales Collaboration:

- Work closely with the sales team to ensure smooth handoffs of qualified leads, setting up meetings for Account Executives (AEs) based on segment. 


CRM Management:

- Regularly update and maintain accurate data in CRM systems (e.g., Salesforce) with key insights, notes, lead status, and next steps to drive efficient follow-up and track pipeline progress. 


Feedback Loop:

- Share key learnings and observations from inbound interactions with product and marketing teams to help refine messaging, improve conversion rates, and enhance our offerings.


Meet & Exceed Targets:

- Consistently meet or exceed monthly and quarterly targets for meetings booked and qualified opportunities created.


Continuous Learning:

- Stay up-to-date with industry trends, product updates, and competitor offerings to refine your qualification skills and engage prospects in meaningful ways.


Basic Qualifications

- Proven success in qualifying inbound leads and meeting/exceeding sales targets.

- Previous experience in an inbound sales or SDR role, preferably within a SaaS environment.

- Familiarity with tech stack (Salesforce,Outreach.io, Drift.io) 

- Strong written and verbal communication skills with an ability to engage prospects in consultative conversations.

- Ability to quickly understand Formstack’s product offerings and effectively communicate their value to potential clients.

- Self-starter with a proactive mindset and results-driven approach.

- Ability to manage and prioritize multiple tasks efficiently in a fast-paced environment.

- Collaborative, team-oriented attitude, with a focus on achieving shared goals.


Why Join Us?

- Be an integral part of a high-growth SaaS company that’s transforming how businesses streamline their processes.

- Work in a dynamic, collaborative environment with plenty of opportunities for career growth and advancement.

- Enjoy a flexible hybrid work environment that promotes both in-person collaboration and remote work.

- Competitive salary and commission structure, plus a comprehensive benefits package.


If you’re passionate about turning inbound interest into lasting business relationships and driving growth through consultative selling, we’d love to hear from you. Apply today and join us on the journey to help businesses streamline their processes with Formstack!


Salary range: $50,000 - $55,000 USD base salary per year, plus access to performance based commission.


What Formstack Offers for Full-Time Employees in the US and Canada:

- Competitive health plans, Dental, Vision, Disability, and Life Insurance Benefits for US and Canadian full-time employees.

- Monthly Health & Wellness and Technology stipends

- Flexible PTO for all employees.

- 401k & Roth w/ safe harbor match (the US and Canada)

- The most up-to-date technology, including company-issued Macs, the latest software, and other tools needed to excel at your job

- Extended learning opportunities


Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. Formstack is dedicated to building a diverse, inclusive, and authentic workplace. If you’re excited about this role, but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.


Formstack is an equal-opportunity employer. We are passionately committed to equitable hiring and boldly dedicated to diversity in our work and staff. We do not discriminate in employment opportunities or practices based on actual or perceived race, color, religion, national origin, sex (including pregnancy, childbirth, or related conditions), age, marital status, sexual orientation, gender identity or expression, veteran status, uniform service member status, disability or any other characteristic protected by law. Women, people of color, bilingual and bicultural individuals, LGBTQ+ persons, and people with disabilities are encouraged to apply.


All data collected in our application process, from resume collection to application questions, is used for recruitment purposes only. We will store it in our applicant tracking system, Lever, and will not share this data with anyone else. We will keep your data until the role is filled and only continue to store it if we feel you may fit future roles.

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What You Should Know About Sales Development Representative, Formstack

At Formstack, we’re all about improving lives through practical solutions, and we're on the lookout for an enthusiastic Sales Development Representative (SDR) to join our team in Denver, CO. As a remote-first company with team members across the globe, we believe in fostering a vibrant community where you can truly thrive. In this exciting role, you’ll be at the forefront of driving our growth by connecting with potential customers who have expressed interest in our innovative solutions. You'll dive deep into understanding their needs, qualifying leads, and forging strong connections that lead to valuable business opportunities. Your mission will be to engage prospects through insightful conversations and work closely with our talented sales team to ensure a seamless experience from curious inquiry to qualified lead. You’ll manage responsibilities such as following up with inbound inquiries, conducting discovery calls, and maintaining organized CRM data to keep track of the sales pipeline. With your collaborative spirit, we’ll achieve great things together while you continue to learn and develop your skills within a fast-paced SaaS environment. If you’re someone who thrives on results and wants to contribute to a meaningful mission with a diverse and dynamic team, then you’ll fit right in here at Formstack. Excited to help businesses streamline processes and drive growth? We can’t wait to hear from you. Let’s build what matters together!

Frequently Asked Questions (FAQs) for Sales Development Representative Role at Formstack
What are the key responsibilities of a Sales Development Representative at Formstack?

As a Sales Development Representative (SDR) at Formstack, your primary responsibilities include responding to inbound inquiries, qualifying leads based on their needs, conducting discovery calls, collaborating with the sales team for smooth lead handoffs, and maintaining CRM data. You'll play a crucial role in identifying high-value opportunities and ensuring prospects receive personalized engagement.

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What qualifications are needed for the Sales Development Representative position at Formstack?

To succeed as a Sales Development Representative at Formstack, you should have a proven track record in qualifying inbound leads, preferably within a SaaS environment. Key qualifications include strong communication skills, a self-starter mindset, experience with CRM tools like Salesforce, and an ability to engage prospects through consultative conversations.

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How does Formstack support the growth of its Sales Development Representatives?

At Formstack, we believe in continuous learning and career advancement. As a Sales Development Representative, you'll have access to comprehensive training resources, the latest technology, and a collaborative environment that promotes both personal and professional growth. We encourage team members to stay updated on industry trends and product offerings to enhance their success.

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What kind of work environment can a Sales Development Representative expect at Formstack?

Formstack offers a flexible hybrid work environment, allowing Sales Development Representatives to balance in-person collaboration with remote work. We foster a supportive community, where building relationships is valued just as much as delivering results. You'll be integral to our high-growth SaaS journey within a friendly and engaging team atmosphere.

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What is the salary range for a Sales Development Representative at Formstack?

The salary range for the Sales Development Representative position at Formstack is between $50,000 and $55,000 USD per year, complemented by a performance-based commission structure. We also offer competitive health benefits and flexible PTO, ensuring a well-rounded compensation package that supports our employees' well-being.

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Common Interview Questions for Sales Development Representative
Can you describe your experience with qualifying leads in an SDR role?

When discussing your experience with lead qualification, focus on specific metrics you achieved in previous roles. Mention the methods you used to assess the needs of potential clients and how you identified high-quality leads. Relate any successful outcomes that resulted from your efforts to convert them into meetings for the sales team.

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How do you handle objections from potential customers?

In your response, emphasize your approach to listening attentively to objections, empathizing with the prospect, and addressing their concerns thoughtfully. Share a specific example where you successfully turned an objection into a conversation that led to a deeper engagement or a scheduled meeting.

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What CRM systems have you used, and how do you manage data within them?

Discuss your familiarity with specific CRM tools like Salesforce. Mention how you prioritize updating records promptly, utilize data for tracking pipeline progress, and ensure accurate information for your team's follow-up efforts. Providing concrete examples of how your data management led to sales success can be impactful.

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Describe a time when you met or exceeded your sales targets.

Use the STAR method (Situation, Task, Action, Result) to describe a specific situation where you set ambitious targets and implemented a strategy that helped you achieve or surpass them. Highlight the skills you employed and how you measured your success.

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How do you stay informed about industry trends and product offerings?

Share your strategies for staying current, such as following relevant blogs, participating in industry webinars, or networking with fellow professionals. You could also mention any particular events or resources you have found useful in your past roles that helped enhance your understanding of industry trends.

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How do you prioritize and manage your tasks in a fast-paced environment?

Discuss your time management techniques, such as setting daily goals, using tools to keep track of tasks, and how you remain flexible to adapt to changing priorities. Providing an example of a busy period where you successfully managed multiple tasks can illustrate your effectiveness.

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What motivates you to succeed in a sales role?

Reflect on personal drivers that motivate you, like achieving targets, helping clients, or the excitement of closing deals. Make sure to relate this back to your alignment with Formstack’s mission and how that motivates you to contribute as a Sales Development Representative.

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How do you build rapport with potential clients over the phone?

Explain your approach to fostering a friendly and professional tone, using active listening, and asking relevant questions that relate to the prospect's needs. Consider sharing an example of a successful call where you built strong rapport and achieved a positive outcome.

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What role does feedback play in your development as an SDR?

Discuss your openness to receiving feedback and how you actively seek it to improve your skills. You can provide examples of how feedback has led you to implement changes in your approach, ultimately leading to better prospects engagement and sales outcomes.

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Why do you want to work as a Sales Development Representative at Formstack?

Express your enthusiasm for Formstack’s mission and culture. Mention how the role aligns with your career goals, how you admire their commitment to diversity and inclusivity, and why their innovative approach to business processes resonates with you as a sales professional.

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Our mission is to find new and better ways to help people simplify their work—both inside and outside the remote "walls" of Formstack. Discover a workplace where you can grow your career, cultivate new relationships, and create a balanced life.

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Full-time, hybrid
DATE POSTED
March 27, 2025

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