Sales Development Representative

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.

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.
Work closely with the sales team to ensure smooth handoffs of qualified leads, setting up meetings for Account Executives (AEs) based on segment.
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.
Share key learnings and observations from inbound interactions with product and marketing teams to help refine messaging, improve conversion rates, and enhance our offerings.
Consistently meet or exceed monthly and quarterly targets for meetings booked and qualified opportunities created.
Stay up-to-date with industry trends, product updates, and competitor offerings to refine your qualification skills and engage prospects in meaningful ways.

No preferred qualifications provided.