Sales Development Representative

Title:Sales Development Representative

Reporting Relationship: This position will report to Sales Operations Manager

Location: Bozeman, MT

About Foundant

Founded in 2007, Foundant Technologies focuses on maximizing the impact of the philanthropic community by providing SaaS solutions to grantmakers, grantseekers, and community foundations. We have been ranked on Outside Magazine’s list of the 100 Best Places to Work for four consecutive years (2014 – 2017) while also climbing the ranks of the Inc. 5000 list of the fastest growing privately held companies. Delivering a great customer experience is a top priority at Foundant – which means hiring customer-focused team members is critical to our company’s and our customers’ success.

Position Summary:

The responsibility of Foundant’s Sales Development Representative (SDR) role is to ensure all leads are being contacted and shepherded through the sales process within a certain amount of time. The SDR supports the sales team by qualifying and converting leads into potential deals. The job description for this role is outlined below:

Responsibilities:

• Primary duties include inbound and outbound calling, e-mail communication, coordination and scheduling of virtual system presentations and overall management of Foundant’s pre-Sales pipeline throughout the qualifying cycle.
• Rigorously prospect for new business and systematic follow up with Sales-generated leads.
• Accurately input, update and maintain Salesforce records on each lead, opportunity and account for assigned leads.
• Attend and participate in weekly forecast meetings and updates, providing useful insight into lead quality and quantity to the Sales team.
• Knowledge of all Foundant products and continued training and maintenance of skill-set.
• Timely follow-up on all Foundant lead-generating activities, events and conferences.
• Provide input to demand generation activities. Collaborate with Marketing to maximize the effectiveness of all Foundant demand generation
• Conduct video demonstrations to prospects for GrantHub, GrantHub Pro, GLM and SLM products.
  • Leads are the SDR person’s first priority; demo’s will be prioritized after lead work and proven ability to demonstrate Foundant’s products.

This description is general in nature and is not intended to be an exhaustive list of all responsibilities. Other duties may be assigned as needed to meet company goals.

A day in the life: Foundant’s Sales Development Representative will interact with many members of the Sales team and prospective clients throughout each day. A typical day likely starts with checking email for any inquiry forms that have been submitted by prospects overnight and cross-referencing those forms with leads that are in the SDR Lead View queue in Salesforce. Immediately after compiling a list of leads that require follow up, the SDR will begin making phone calls to each prospect, attempting to connect and get the prospect engaged in an initial conversation to determine their quality to move further into the Sales process. Meetings you’ll attend will consist of: 1 on 1’s with the Sales Operations Manager and VP of Sales as well as a weekly Sales Pipeline meeting across all products, and weekly SDR meetings. Additionally, a SDR will be expected to drive Sales team lead generation through outbound prospecting and review and follow up of various lead lists. A successful candidate can balance all of this while contributing to discussions and research around best practices in the SDR/BDR world, ad-hoc Sales team projects, and the occasional light demo of our GLM, SLM, GrantHub and GrantHub Pro software solutions.

You will be a great fit if you:

• Want to be a key part of impacting the philanthropic community
• Are passionate, enthusiastic and eager to learn
• Crave success
• Are a strong team player with a “can do” attitude
• Possess an aggressive, positive attitude and strong collaborative streak
• Have impeccable organizational skills and consider yourself a self-starter

Required/Preferred Qualifications:

• 1 - 2 years experience generating and qualifying leads for a SaaS or other high-growth tech company
• Knowledge and experience with nonprofit fund accounting and/or Community Foundation accounting strongly preferred
• Grown a sales pipeline through both outbound and inbound lead generation and nurturing efforts
• Applied thoughtful and targeted outbound strategies and methods (beyond cold calling) to generate leads
• A passion for technology and the ability to speak knowledgeably about data and software
• Strong oral and written communication skills and the ability to quickly build rapport with all types of people
• An entrepreneurial and tenacious spirit - you “roll up your sleeves” and are always looking for new ways to achieve greater levels of success; you don't fear rejection
• Exceptional listening and probing skills that allow you to quickly assess needs and fit
• A strong competitive drive and a team player attitude - you collaborate to win
• Strong organizational and time management skills and appreciates the importance of disciplined activity management and measurement
• Interest in progressing to a quota-carrying direct sales role
• Experience with Salesforce and Marketo
• Experience selling into Philanthropic Sector, specifically Nonprofit Organizations