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    Sales Development Representative (SDR)

    Casebook PBC

    ✓ Verified pay & product
    🇺🇸 United States
    Remote
    SaaS
    Hybrid
    See your match score
    Posted Today
    $45k–$55kOTE

    Hybrid

    Work Type

    Remote

    Vertical

    SaaS

    Source

    himalayas

    About this role

    💡 Location: This is a remote US-based role. Candidates must be authorized to work in the US.About the Revenue TeamAt Casebook, our Revenue team is dedicated to connecting human services organizations with technology that helps them do their best work.

    This team of curious, driven professionals builds relationships with agencies, nonprofits, and community organizations, listens closely to their needs, and shows how the Casebook Platform can help them improve outcomes.

    Through thoughtful outreach, collaboration across teams, and a commitment to exceptional prospect experiences, they fuel Casebook's growth and our mission to accelerate the end of poverty.Your ImpactAs a Sales Development Representative (SDR), you'll be the first face of Casebook for prospective customers and play a key role in advancing our mission to build technology that accelerates the end of poverty.

    You'll identify and engage organizations that fit our ideal customer profile, start meaningful conversations, and set up demonstrations with our Software Account Executive team.Reporting to the Head of Sales, you'll collaborate with Marketing, Pre-Sales, Product, and Customer Success to maximize lead generation and conversion, and you'll help build the pipeline that drives company revenue goals.You'll embody Casebook's values of Impact, Customer Commitment, Teamwork, Innovation, and Accountability, delivering a world-class experience to every prospect from the very first touchpoint.

    What You’ll Do (

    Responsibilities)We are looking for a coachable, organized, and customer-focused sales development professional who is energized by building new relationships and passionate about the human services space. In this role, you will: Provide a world-class experience for Casebook's prospective customers. Identify and make outreach to organizations that meet Casebook's ideal customer profile.

    Design and execute a prospecting plan that supports the Software Account Executive team and company revenue goals. Follow u

    Tools & Tech Stack

    Outreach

    Commission Structure

    Base Salary

    Not disclosed — ask in interview

    Commission

    Structure not specified

    OTE

    $55k (range: $45k–$55k)

    Ramp Period

    Not mentioned — clarify timeline

    Selling Motion

    Prospecting

    Outbound-Heavy

    Self-sourced pipeline via cold outreach

    Buyer Persona

    C-Suite

    Selling to executive decision-makers

    Requirements at a Glance

    Bachelor's Degree·Required
    Prospecting·Required skill
    Lead Generation·Required skill

    Typical Day — SDR

    Cold calls60–80/day
    Outbound emails30–50/day
    Discovery meetings2–3/week
    Pipeline review1×/week

    Estimates based on role type and selling motion — actual may vary by company.

    Role Signals

    Green Flags

    ✓
    Remote Friendly

    Location flexibility

    SaaS — Interview Intel

    Typical Sales Cycle

    30–90 days (SMB) · 3–9 months (Mid-Market) · 6–18 months (Enterprise)

    Common Buyer Objections

    • "We're locked into a contract with [competitor]"
    • "We built something in-house already"
    • "We don't have budget until next quarter"
    • "Our team won't adopt another tool"

    Key Industry Metrics

    ARR / MRRNet Revenue Retention (NRR)CAC Payback PeriodLogo Churn vs Revenue ChurnACV (Avg Contract Value)Magic Number

    Hot Topics to Reference

    • • AI-native product disruption
    • • PLG vs sales-led motion debate
    • • Vertical SaaS consolidation
    • • Usage-based pricing models

    Use these insights to speak the buyer's language in interviews.

    Tags

    Sales-Development-Representative
    Business-Development-Representative
    Lead-Generation-Specialist
    Sales
    SDR-(Sales-Development)
    —

    How do you handle objections on cold calls?

    Template question
    —

    Walk me through your typical outbound sequence.

    Template question
    —

    How do you research prospects before reaching out?

    Template question
    —

    What metrics do you track daily?

    Template question
    Research Casebook PBC's product, recent news, and key competitors
    Prepare metrics: quota attainment %, average deal size, win rate
    Practice a 2-minute product demo pitch for a mock discovery call
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    This SDR/BDR role focuses on top-of-funnel pipeline generation through outbound prospecting.

    SaaS sales roles typically involve consultative selling with longer deal cycles.

    This remote-friendly role provides geographic flexibility while maintaining access to a SaaS market.

    The compensation range of $45k–$55k OTE suggests a standard package for this market segment.

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