Sales Development Representative

Sales Development Representative (SDR)

Remote | Full-Time | U.S. Market Focus

About Signal Playbook AI

Signal Playbook AI is an emerging SaaS platform helping organizations improve accountability, performance visibility, leadership communication, and employee recognition.

Most companies have project management software, HR systems, and time-tracking tools.

Very few have visibility into what employees actually accomplished each week.

Signal Playbook AI helps employees, managers, and executives stay aligned through weekly performance reporting, leadership insights, accountability tracking, and AI-powered executive summaries.

We serve:

• Accounting Firms
• Fractional CFOs
• Government Contractors
• Home Healthcare Agencies
• HOA Management Companies
• Nonprofits
• Small and Mid-Sized Businesses

We are building a high-performance outbound growth team and are seeking motivated Sales Development Representatives (SDRs) to help drive our next stage of growth.

Position Summary

This is not a closing role.

As an SDR, your responsibility is to identify prospects, conduct outreach, build relationships, and schedule qualified meetings and product demonstrations. You will work directly with company leadership and play a critical role in growing our customer base and partner network.

Key Responsibilities

Prospect Research

• Identify qualified prospects
• Build targeted prospect lists
• Maintain CRM records
• Research target organizations and decision-makers

Outreach

• Send personalized email campaigns
• Conduct LinkedIn outreach
• Schedule discovery meetings
• Follow up with prospects
• Maintain consistent communication cadence

Pipeline Development

• Generate qualified leads
• Book product demonstrations
• Track outreach activity
• Maintain accurate CRM data

SDR Tracks Available

SDR #1 – Partner Development

Focus Areas:

• Accounting Firms
• Fractional CFOs
• HR Firms
• Chambers of Commerce

Objectives:

• Build referral partnerships
• Recruit reseller partners
• Schedule partnership meetings
• Support channel growth

SDR #2 – Direct Vertical Outreach

Focus Areas:

• Government Contractors
• Home Healthcare Agencies
• HOA Management Companies
• Nonprofits

Objectives:

• Generate qualified opportunities
• Book product demonstrations
• Support direct customer acquisition

SDR #3 – Customer Success & Expansion

Focus Areas:

• Existing Clients
• Former Clients
• Strategic Referrals
• Customer Expansion Opportunities

Objectives:

• Drive customer adoption
• Generate referrals
• Identify upsell opportunities
• Support retention efforts

Performance Expectations

Daily

• 50 outreach emails
• 20 LinkedIn connections
• 5 meaningful prospect conversations

Weekly

• Qualified meetings scheduled
• CRM updates completed
• Outreach targets achieved

Monthly

• Qualified opportunities generated
• Product demonstrations scheduled
• New customers or partner opportunities influenced

Qualifications

Required:

• Excellent written and spoken English
• Strong communication skills
• Experience using LinkedIn professionally
• Ability to work independently
• Strong organizational skills
• Comfortable learning new software

Preferred:

• SDR, BDR, appointment-setting, recruiting, customer success, or business development experience
• SaaS experience
• CRM experience (HubSpot, Salesforce, Zoho, or similar)

Compensation

Base Compensation:

• Competitive based on experience

Performance Incentives:

• Qualified meeting bonuses
• Customer acquisition bonuses
• Partner recruitment bonuses

Top performers will have opportunities to advance into:

• Account Executive
• Partner Manager
• Customer Success Manager
• Revenue Operations

Application Process

To apply, please submit:

1.     Resume

2.     LinkedIn profile

3.     A short video (2–3 minutes) introducing yourself

4.     A brief explanation of why you would be successful in an outbound sales role

Selected candidates will complete a paid practical exercise involving prospect research and outreach planning.We hire for attitude, communication, professionalism, and execution—not simply years of experience.

Email: cfo@signalplaybookai.com