Sales Development Representative

Posted 24 Days Ago
Charlotte, NC
Entry level
Fintech • Software • Financial Services • App development
DebtBook provides debt, lease, and subscription management software for finance professionals.
The Role
The Sales Development Representative at DebtBook will focus on achieving customer acquisition goals by engaging potential clients through calls, emails, and social media. This role involves organizing leads using Hubspot CRM, scheduling meetings for Account Executives, and collaborating with sales and marketing teams to refine strategies.
Summary Generated by Built In

Who We Are

DebtBook is an industry-leading fintech software platform that revolutionizes the way local governments, higher education, healthcare organizations and their finance teams work. Our powerful, cloud-based software helps these organizations manage all aspects of their debt, leases, and subscriptions, streamline financial reporting, and share information simply with others.

About the Role

DebtBook is seeking an ambitious Sales Development Representative who thrives in a fast paced, metrics-driven, start-up sales environment.

This person will play a key role in achieving our customer acquisition goals as a part of our growing sales team. You will work as a part of the team to boost the effectiveness of our communication, engage directly with potential clients via phone and email, and schedule introductory meetings and product demonstrations for our Account Executives.

What You’ll Do

  • Meet / exceed weekly and monthly performance targets 
  • Conduct outbound phone, email, and social media activities to thoughtfully engage potential prospects
  • Educate potential clients on the value DebtBook can bring to their organization
  • Utilize Hubspot CRM to organize leads and identify opportunities.
  • Regularly engage with account execs and sales & marketing leadership to discuss market feedback and learnings in order to refine your elevator pitch and target account lists
  • Set initial meetings and reschedule any meetings that  “no show” for the scheduled time
  • Join internal calls and meetings to discuss strategy, lead feedback, and review call recordings for growth and improvement
  • Educate yourself on how governments and not-for-profit organizations manage debt today 

What You'll Bring  

We are looking for team members who are passionate about putting their energy, insight and creativity into work that matters.

  • Previous experience and proven success in an outbound, cold calling role 
  • Ambition, drive, and persistence in the face of rejection
  • Willingness to accept and implement ongoing coaching and feedback to drive continued success 
  • Exceptional communication skills with experience building and maintaining  relationships 
  • A passion for technology and how it can transform organizations. 
  • Highly organized and adaptable to a dynamic work environment

Why DebtBook

Proud to be named one of the “Best Places to Work” by Charlotte’s Business Journal, DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.  

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.

What the Team is Saying

The Company
HQ: Charlotte, NC
120 Employees
Hybrid Workplace
Year Founded: 2019

What We Do

Based in Charlotte, DebtBook helps finance teams in local government, higher education, and healthcare manage their debt, leases, and subscriptions in the cloud, driving efficiency, collaboration, transparency, and informed decision-making within their organizations. Built by the industry and for the industry, DebtBook enables organizations to easily implement new accounting standards, such as GASB 87 and GASB 96, and maintain ongoing compliance.

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DebtBook Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

DebtBook's Engineering Employees are 100% Remote (US-based). Product Management, Sales, Customer Success, Finance, Legal and HR teams are onsite (Charlotte) with WFH flexibility.

Typical time on-site: Not Specified
HQCharlotte, NC

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