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DebtBook — Charlotte, North Carolina
WHO WE ARE
: 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.
WHAT YOU’LL DO
: 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.