Sales Development Representative (SDR)

At Casebook PBC, our software makes people’s lives better. We are committed to empowering community well-being through adaptive, research-based, and practice-driven technology. Designed to “help the helpers,” our innovative and award-winning SaaS solutions enhance outcomes in human services. We continually expand and evolve the Casebook Platform, aiming to support more agencies and inspire industry-wide innovation.

At Casebook PBC, we are dedicated to fostering a multicultural, unprejudiced, and welcoming workplace where everyone feels included and valued. We believe that different perspectives, backgrounds, and experiences strengthen our ability to innovate and serve our clients effectively. Every employee is respected and empowered to contribute at their highest potential. Our commitment goes beyond providing opportunities—we actively create an environment where everyone has the support, resources, and recognition they need to thrive.

💡 Location: This is a remote US-based role. Candidates must be authorized to work in the US.

About the Revenue Team

At 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 Impact

As 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 up on leads generated from campaigns, conferences, and referrals.
• Schedule demonstrations for qualified leads and create new records in the CRM, including detailed discovery (qualification) notes.
• Collaborate with Marketing, Pre-Sales, Product, and Customer Success teams to maximize lead generation and conversion potential.
• Meet and exceed achievable weekly outreach and meeting goals.
• Travel occasionally (approximately 15%) for company events, conferences, or team meetings.

What You Bring (Skills and Experience)

✅ EDUCATION AND/OR EXPERIENCE:

• College degree or equivalent professional work experience required.

• Proven experience sourcing opportunities with an average ARR of $35k.

✅REQUIRED TECHNICAL / OTHER SKILLS AND ABILITIES:

• Experience with automated/AI outbound sales tools such as HubSpot, Nooks, ZoomInfo, or GovSpend.

• Comfortable communicating with new people by phone, email, and video.
• Access to a high-speed internet connection (25 Mbps minimum) for video and VoIP calls.
• Access to a professional, distraction-free remote workspace.
• Excellent listening, communication, and interpersonal skills.
• Organized and detail-oriented with strong time management skills.
• Fluent in spoken and written English.
• Coachable, collaborative, and eager to learn.
• Legally authorized to work in the United States.

💡 Why Join Casebook?

• Great Place to Work Certified: We’re proud of our collaborative and supportive culture.
• Competitive salary and benefits package.
• Professional growth opportunities.
• The chance to make a real difference by supporting those who help others.

💵 Compensation: Base salary range of $45,000 – $55,000 + uncapped commissions + equity

🎯 See why Casebook matters