Sales Development Representative

Sales Development Representative

Charlotte, NC

DebtBook is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on DebtBook.

We've built the most sophisticated treasury platform in public finance sitting at the intersection of treasury management and a $4 trillion fixed income market that's been waiting for modern infrastructure.

As a Sales Development Representative at DebtBook, you will be on the front lines of our mission to empower public sector finance teams. This is a foundational role within our go-to-market organization, where you will be instrumental in identifying, engaging, and qualifying new business opportunities. You will serve as the first point of contact for prospective customers, engaging in high-impact conversations that will ultimately drive the growth of our business and help finance professionals across the country do their best work. This role is a perfect fit for a self-motivated, ambitious professional who is eager to launch a rewarding career in B2B SaaS sales.

Key Responsibilities:

• Own the entire sales development lifecycle, from initial research to qualified opportunity.
• Proactively research and identify new potential customers in the public sector, including local governments, higher education, and healthcare.
• Engage with inbound leads who have shown interest in DebtBook's platform, qualifying their needs and assessing their fit for our solutions.
• Conduct strategic outbound prospecting via cold calls, personalized emails, and social outreach to initiate conversations.
• Articulate DebtBook's value proposition with precision and clarity, tailoring your message to resonate with the specific needs of public sector finance professionals who are navigating complex challenges like GASB 87 and GASB 96 compliance.
• Partner closely with Account Executives to develop and execute on territory plans and sales strategies, ensuring a seamless handover of qualified opportunities.
• Consistently achieve and exceed weekly, monthly, and quarterly targets for pipeline generation and qualified meetings.
• Maintain meticulous records of all sales activities and customer information within our CRM system to help inform and optimize our go-to-market strategy.

What You'll Bring:

• A minimum of 1 year of professional working experience is required, with prior experience in a customer-facing or sales-related role being a significant advantage.
• You are driven, self-motivated, and possess a growth mindset, with a strong desire to consistently meet and exceed performance metrics.
• Exemplary written and verbal communication skills are essential; you must be comfortable conducting conversations via phone and email.
• You are highly organized with strong attention to detail, capable of managing multiple opportunities simultaneously.
• A team-first mindset and a collaborative spirit are paramount to success.
• You are adaptable and thrive in a fast-paced, dynamic environment.
• You are curious and eager to learn about the complexities of public sector finance.

Our "GOAT" Values:

GROW Continuously

• We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
• We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
• We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

• We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
• We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.
• As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
• We follow through on our decisions and commitments with action.

ABOVE & Beyond

• We create moments of magic, surprising and delighting our customers at every touchpoint.
• We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
• We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

• There is no task needed at DebtBook that is beneath any of us.
• We work hard to be the teammate others want on their team.
• We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

Why DebtBook

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. When it comes to benefits and perks, we are committed to supporting our employees' well-being to make their lives better, both in and out of the office. We offer:

• Competitive salaries plus equity (stock options) for all employees
• Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match
• Flexible work schedules and generous leave policies (including unlimited PTO)
• Professional development opportunities and tuition reimbursement
• Family and wellness perks
• In-person social events
• Top-of-the-line equipment, and a newly furnished office

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.