Sales Development Representative

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.

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.