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Sales Development Representative - job 1 of 3

Point B is a business innovation firm that takes the guesswork out of transformation.  We engineer your future by combining advanced technologies and industry expertise to help you reimagine your business and its processes to get ahead and stay ahead.   


We're consulting done different. While others might say it, we live it—your success is our success.  


We start with the challenges you face, then partner to drive to what’s right for your business, your people, and your future. The proof is in our world-class NPS score that consistently triples our competitors. We know how to listen carefully, respond with agility, and accelerate time to value. 

 

When you partner with Point B, you’ll experience the speed and confidence needed to spot critical pivots, navigate complexity with ease, and tailor technology to fit your needs. 

 

We're ready to start generating your future today. 


As a member of the Demand Generation and Marketing Team, the Sales Development Representative (SDR) is responsible for partnering with the Growth function to identify and perform direct customer outreach to set new appointments and meetings. The SDR leverages demand generation, marketing, and content best practices to drive pipeline and bookings that help the firm win more solutions-focused work. The SDR is responsible for conducting business in a way that creates a superior customer experience and that sets the stage for long-term customer growth at Point B. Point B’s SDR strategy is building quality customer and prospect engagement through the employment of high value Point B Marketing content (e.g., case studies, webinars, thought leadership, and reports) across triple-touch (email, phone, LinkedIn), multi-stakeholder buying groups. SDRs play a critical role in driving Point B’s growth by generating qualified leads and scheduling sales meetings. SDRs are self-starters with excellent communication skills, a strong work ethic, and a passion for sales. SDRs are at the forefront of Point B’s growth efforts and contribute to the overall success of the firm. 

 

WHAT YOU’LL GET TO DO:

Meets or exceeds appointment setting and bookings goals

Directly supports the generation of new leads, meetings, solutions pipeline, and bookings through new and existing demand generation channels such as, outbound prospecting, webinars, website leads, relationship mapping for top customer growth plans, marketing sponsored events, network referrals, gated content, etc.

Conducts direct customer and prospect outreach leveraging approved Marketing content and messaging

Leverages “triple touch” prospecting for customer outreach (email, social selling on LinkedIn, and phone)

Identifies potential customer referrals and leads within the assigned industry and accounts

Utilizes prospecting and research tools, coordinates with assigned industry sellers to qualify leads and opportunities; prepares for and schedules target prospect meetings

Ensures a smooth handoff of before and after the target prospect meeting with information and setting clear expectations with internal sellers and prospects.

Effectively tracks and manages prospecting activities and maintains accurate and up-to-date information in CRM systems for collaboration with sales and marketing partners

Leverages best practices for increasing win rate of opportunities by supporting business development game planning meetings, including creation of dossiers, relationship mapping and other solution selling support at the Industry, Account, and Solution Pursuit level to increase win %

Direct customer and prospect outreach as guided by Industry and Solution priorities, leveraging approved Marketing content and messaging.

Partners closely with industry and solution sellers to align on top accounts and personas for executing your outreach

Generates leads from past buyer automation using ZoomInfo Enrich platform

Generates referrals from across the Point B network and ecosystem (including Point B’ers, alumni, partners, etc.)

Supports and drives conversion of inbound leads and MQL’s as assigned (example channels include webinars, events, gated content, website, etc.)

Supports continued firmwide adoption of sales and marketing tools, templates, processes, and best practices

Directs outreach and lead flow aligned to assigned industry marketing calendar to promote published case studies, webinars, thought leadership content, etc. to the right buyers with the right content, at the right time

Supports team efforts and builds authentic relationships with individuals in work groups and teams

Consistently demonstrates and lives Point B cultural tenets and values.

Participates in firm culture activities to connect regularly with other Point B’ers (e.g., FW Ops Meetings, Geo Meetings)


WHAT WE OFFER:

The ability to chart your career path based on expertise and passions 

An environment that encourages you to identify new opportunities and supports you in reaching your goals 

The chance to have a balanced lifestyle by working with local or national clients in a flexible consulting model 

The opportunity to further enable fun and collaborative culture with teams that are as passionate about their communities as they are about their clients 

A comprehensive, flexible Total Rewards program that supports and recognizes each individual's unique needs and contributions to the firm

 

WHAT WE EXPECT YOU’VE ALREADY DONE:    

B.A. or B.S. degree in business, marketing, or a related field (preferred)

3+ years of corporate/business experience, professional services preferred, sales and business development, prospecting and appointment setting, customer facing delivery and customer service

Passion for growing Point B, connecting and building relationships at all levels

Proven track record in a sales or business development role, preferably in a B2B environment

Experience articulating value propositions and engaging prospects leveraging excellent communication skills, both verbal and written

Strong prospecting and lead generation skills, with experience in cold calling, email outreach, and social selling techniques

Demonstrated persistent and goal-oriented mindset with the ability to overcome objections and maintain motivation in a target-driven environment

Demonstrated ability to manage multiple priorities effectively and to quickly pivot and adapt to shifting priorities while staying aligned with Point B’s strategy and making an impact on strategic goals, leveraging strong attention to detail and organizational skills

Familiarity with CRM systems (e.g., Salesforce) and proficiency in using sales tools and Marketing technologies (LinkedIn Sales Navigator, ZoomInfo, Pardot, etc.)

Experience working effectively as a collaborative team player with cross-functional teams and contributing to a positive and supportive sales culture

Demonstrated self-starter who can work independently and deliver results

Strong business acumen and intellectual curiosity to rapidly learn about the services we are targeting in campaigns, along with the trends and challenges of the industries we are targeting

Experience using LinkedIn to do online research, Outlook for email and scheduling, Excel to extract and manage lists, and CRM systems for maintaining data

Demonstrated understanding of Point B services and capabilities and how to sell and market to clients

Knowledge of sales, marketing and selling strategies (tools, data, and processes)

 

THE KIND OF PEOPLE WE LOOK FOR:

Engaging leaders who make a positive impact on their firm, clients, and communities

Innate problem solvers who want to grow in a flexible, collaborative culture 

Those who have a growth mindset regarding training, practice, and evolving their skills 

Versatile people who thrive on variety and challenge 

Successful in ambiguous environments   

Desire to and ability to learn 

Passion for Point B’s Mission, Vision, Values & Culture 

Gets it done brand and attitude  

Ability to work from home (from one of our existing Geos, preferably)

Ability to work non-standard work hours when necessary.

Ability to travel occasionally

 

COMPENSATION AND BENEFITS

The estimated salary range for this role is $66,000 - $99,000 USD per year. This salary range is provided as required by local and state law as applicable. Individual salaries vary on a number of factors including but not limited to geography, skills, education, experience and unique qualifications where applicable.


Bonuses are awarded at Point B’s discretion and are based upon individual contributions and overall firm performance.


#LI-PBRemote


INTRIGUED TO LEARN MORE?

When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us with feedback if we think there could be a fit and what next steps look like.

 

WHAT MAKES POINT B DIFFERENT?

We put our passion for change to work, using our purpose and values as our north star. Our teams help organizations solve their greatest challenges and created an inclusive culture that attracts and retains the world’s best talent. Be part of a collaborative culture where we build lasting relationships with each other, our customers, and our communities.

 

Benefits – Point B rewards high performance with a total rewards approach that includes competitive base pay, benefits, and short-and long-term incentives — as well as flexibility, leadership development opportunities, and a culture designed to help our diverse team of individuals flourish.

 

Employee Ownership – We give employees a voice in directing their careers and the growth of our company. Our Employee Stock Ownership Plan (ESOP) is a non-contributory retirement vehicle that grows over time from annual allocations (based on individual compensation) and the value of our company.

 

Award winning – Point B has been consistently recognized as one of the best places to work by Fortune magazine, Great Place to Work, Consulting Magazine, BuiltIn, and many others. We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women in addition to other awards regarding our workplace inclusivity. 

 

Point B is an equal-opportunity employer committed to a diverse workforce. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. You can read more about our commitment to diversity on our website.

 

Point B is committed to providing equal opportunities for persons with disabilities or religious observances, which includes providing reasonable accommodation for in any individuals with disabilities or for religious purposes. Applicants with disabilities may contact our Accommodations team at applicantaccommodations@pointb.com or 206-517-5000 to request and arrange for accommodations through the application and/or recruiting process. If you need assistance to accommodate a disability or religious observance, you may request an accommodation at any time. Please note: This mailbox is only for accommodation requests or questions. Please use the Contact Us form for any recruiting inquires.

 

Legal Information for Job Seekers can be accessed on our Careers Website.


Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

Average salary estimate

$82500 / YEARLY (est.)
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$66000K
$99000K

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What You Should Know About Sales Development Representative, Point B

At Point B, we believe in transforming businesses by pairing advanced technology with industry expertise, and as a Sales Development Representative (SDR), you will play a crucial role in this journey. Located in the vibrant city of San Francisco, CA, you will join our dedicated Demand Generation and Marketing Team, where your main task will be to identify potential clients and set new appointments that align with their needs. Your outreach will not only include direct marketing strategies but also leverage high-quality Point B content such as thought leadership and reports, aiming to generate engagement and drive new business opportunities. You will manage a triple-touch strategy across email, LinkedIn, and phone calls, ensuring that each interaction is meaningful and aligned with our brand's commitment to customer satisfaction. By qualifying leads through strategic research and collaboration with industry sellers, you will help nurture prospects into lasting clients. The ideal candidate should exhibit a self-starter mentality, excellent communication skills, and a robust understanding of sales processes. If you're passionate about building relationships and eager to contribute to Point B's growth story, this opportunity awaits you. Get ready to make a significant impact by driving our pipeline and helping us achieve our goals. Come join a company that’s not just about business, but about building strong connections and a better tomorrow!

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

As a Sales Development Representative at Point B, your key responsibilities include identifying and performing customer outreach to set new appointments and meetings, supporting lead generation through various channels, and conducting triple-touch outreach using email, LinkedIn, and phone calls. You will also collaborate closely with industry sellers to identify and qualify leads that are vital for our growth.

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What qualifications do you need to become a Sales Development Representative at Point B?

To qualify for the Sales Development Representative position at Point B, you should have a Bachelor’s degree in business or marketing, along with at least 3 years of corporate experience in roles related to sales or business development. A proven track record in lead generation, sales prospecting, and proficient use of CRM systems is essential to succeed in this role.

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How does Point B support the career development of Sales Development Representatives?

Point B is dedicated to fostering career growth among its Sales Development Representatives by providing them with various opportunities to chart their career paths based on personal expertise and passions. The firm also promotes a flexible and collaborative culture, allowing for both professional and personal development.

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What skills are essential for a successful Sales Development Representative at Point B?

Essential skills for a successful Sales Development Representative at Point B include excellent verbal and written communication, strong prospecting and lead generation skills, the ability to adapt to changing priorities, and familiarity with sales and marketing technologies. A persistent goal-oriented mindset is also crucial for meeting appointment setting and bookings goals.

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What is the culture like at Point B for Sales Development Representatives?

The culture at Point B is built on collaboration and inclusivity, where Sales Development Representatives are encouraged to build authentic relationships within their teams and the wider Point B community. The firm emphasizes the importance of living its cultural tenets and values, aiming for a positive work environment that promotes both individual and collective success.

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Common Interview Questions for Sales Development Representative
What strategies do you use for prospecting in a Sales Development Representative role?

In your answer, highlight various strategies such as utilizing CRM tools for data management, conducting thorough research on potential clients via LinkedIn, and applying a multi-touch outreach approach including phone calls and emails. Emphasizing adaptability in your strategy can also demonstrate your proactive approach to meeting targets.

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How do you handle objections during sales calls?

Handling objections effectively is key in sales. You can share examples of how you actively listen to objections, empathize with the concerns, and respond with tailored solutions. Highlighting your ability to remain calm and collected, while using objections as opportunities to further engage and educate the prospect, can be a strong point in your response.

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Can you describe your experience with CRMs as a Sales Development Representative?

When discussing your experience with CRMs, detail specific systems you've used, such as Salesforce, and how you leveraged these tools for tracking leads, managing customer interactions, and analyzing sales data. Mentioning your proficiency in maintaining accurate records and collaboration with sales teams would also enhance your response.

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How do you identify and qualify leads?

A comprehensive approach to identifying and qualifying leads involves researching the target market, utilizing data from referral networks, and aligning with marketing strategies, including webinar engagements and case studies. Clarifying how you use research and critical analysis to evaluate a lead's potential can further strengthen your response.

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What role does teamwork play in your success as a Sales Development Representative?

Emphasize the collaborative aspect of your role by discussing your experience working closely with marketing and sales teams to align on messaging and strategies. Providing examples of successful partnerships that led to achieved targets can effectively illustrate your point on the importance of teamwork.

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Describe a successful sales campaign you were part of and your contributions.

In your response, outline the campaign's objectives, the strategies implemented, and your specific role in lead generation or outreach efforts. Discussing measurable outcomes, like increased appointments or engagement rates, can add credibility to your example and show your impact on the overall success of the campaign.

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How do you stay motivated in a target-driven environment?

Motivation in a target-driven environment relies on setting personal goals and celebrating small wins. Sharing techniques like tracking personal progress, seeking feedback for improvement, or participating in team-driven motivational activities can demonstrate your proactive approach to maintaining motivation.

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What is your approach to time management when juggling multiple priorities?

Articulate your systematic approach to time management, such as utilizing calendars, setting reminders, and prioritizing tasks based on urgency and importance. Discussing experience in adapting to shifting priorities, especially in fast-paced scenarios, can also show your capability in handling demands efficiently.

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How do you leverage social media for sales outreach?

Mention your strategies for using social media platforms like LinkedIn to connect with prospects, share valuable content, and engage in industry-related discussions. Highlighting any successes from social selling techniques can reinforce your understanding of modern outreach methods.

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What insights can you offer from your past customer interactions?

Share insights gained from customer interactions that led to valuable learning experiences, such as understanding customer pain points, improving communication skills, or refining your sales approach. This not only demonstrates your ability to learn and adapt but also showcases your focus on providing a superior customer experience.

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We solve the world’s most complex business challenges through leading industry expertise and capabilities.

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DATE POSTED
March 22, 2025

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