Formstack

Sales Development Representative

Denver, Colorado, United States

Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Software as a Service (SaaS)Industries

Requirements

Candidates should have proven success in qualifying inbound leads and meeting or exceeding sales targets. Previous experience in an inbound sales or SDR role, preferably within a SaaS environment, is required. Familiarity with tech stack including Salesforce, Outreach.io, and Drift.io is also necessary. Strong written and verbal communication skills, along with the ability to engage prospects in consultative conversations, are essential. The ability to quickly understand Formstack’s product offerings and communicate their value is required, as is a self-starter mindset and a results-driven approach.

Responsibilities

The Sales Development Representative will respond promptly to inbound inquiries from prospects who have shown interest in Formstack’s solutions, qualify leads based on their needs, and conduct 15-minute discovery calls to understand their use-case. They will work closely with the sales team to ensure smooth handoffs of qualified leads, update and maintain accurate data in CRM systems, and share key learnings with product and marketing teams. The SDR will also meet and exceed monthly and quarterly targets for meetings booked and qualified opportunities created, continuously learning about industry trends and competitor offerings to refine qualification skills.

Skills

CRM Management
Lead Qualification
Inbound Inquiry Handling
Sales Collaboration
Pipeline Management
Communication
Prospect Engagement
Data Entry
Team Collaboration

Formstack

Workflow automation platform for businesses

About Formstack

Formstack provides a platform for workflow automation that helps businesses streamline various processes like sales, employee onboarding, and data collection. Its software is user-friendly and does not require coding skills, making it accessible for users of all technical levels. Key features include digital forms for collecting payments and administering surveys, a document generator that automates data entry into professional documents, and an eSignature solution for obtaining digital signatures on any device. Formstack operates on a subscription-based model, charging clients a recurring fee for access to its services. It caters to a diverse clientele, from small businesses to large enterprises, and integrates with over 250 business systems. A unique offering for Salesforce users allows them to manage forms, documents, and signatures within their Salesforce environment, enhancing their workflow efficiency.

Fishers, IndianaHeadquarters
2006Year Founded
$413.4MTotal Funding
GROWTH_EQUITY_VCCompany Stage
Data & Analytics, Enterprise SoftwareIndustries
201-500Employees

Benefits

Remote Work Options

Risks

Increased competition from no-code platforms like Creatio may dilute Formstack's market share.
Integration challenges from acquisitions like Open Raven could pose security vulnerabilities.
New CEO Aled Miles may lead to strategic shifts misaligned with customer expectations.

Differentiation

Formstack offers a no-code platform for easy workflow automation and document management.
The company integrates with over 250 business systems, enhancing versatility and efficiency.
Formstack provides specialized solutions for Salesforce users, enhancing CRM capabilities.

Upsides

Growing demand for no-code platforms empowers non-technical staff to manage workflows independently.
Acquisitions like Open Raven enhance data security and privacy in workflow automation.
Partnerships with CRM platforms like Salesforce improve customer experience and integration.

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