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Sales Development Representative - Remote

Role overview

Qualifications

  • Bachelor's Degree Required
  • Minimum 1+ years of proven sales development experience
  • Minimum 1+ years working within a CRM system (Salesforce experience preferred)
  • Ability to support clients during EST time

Responsibilities

  • Identify, engage, and qualify leads from various marketing channels
  • Conduct direct outreach to engage new leads and handle objections
  • Track and report key sales development metrics
  • Use sales tools to maintain accurate records of customer interactions

Key facts

Hard skills

Other skills

  • Verbal Communication Skills
  • Time Management
  • Organizational Skills
  • Teamwork
  • Adaptability
  • Problem Solving
  • Decision Making

About the company

OnBoard logo

OnBoard

Computer Software / SaaS

At OnBoard, we believe board meetings should be simple, effective, and secure. That’s why we deliver board management software purpose-built for governance, not bolted on from something else. OnBoard is a board portal platform trusted by 7,000+ boards, 175,000+ users, and supporting 150,000 meetings per year across 60 countries. OnBoard’s board management software centralizes meeting agendas, board books, minutes, voting, governance records, and secure messaging in one platform, replacing email threads, PDFs, and disconnected tools with a purpose-built hub for board governance. Cut the admin chaos with OnBoard’s board meeting software: build agendas with drag-and-drop templates, distribute board books in one click, capture minutes with closed-loop AI, track votes and approvals, and close action items, all inside one governed workspace. OnBoard’s AI Suite (Assist AI, Agenda AI, Minutes AI, Book AI, Insights AI, and Actions AI) keeps your board’s data in a secure, permission-aware environment on Microsoft Azure. No data ever leaves your instance. Trusted across financial services, healthcare, higher education, nonprofits, associations, government, and technology. Backed by a 99% Customer Retention rate and G2 wins for Best Usability and Best Relationship. Endorsed by ICBA, AGB, and the Ohio Hospital Association. SOC 2, ISO 27001/27701, GDPR, and HIPAA compliant. Available on iOS, Android, desktop, and web with offline access and integrations for Zoom, Microsoft Teams, and Microsoft 365. Launched in 2011, OnBoard is headquartered in Indianapolis, Ind., with a globally distributed workforce and teams in Toronto, London, Belfast, and Sydney. Join the team: https://www.onboardmeetings.com/about-us/careers

Company details

IndustryComputer Software / SaaS
Company size201-500

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Job description

Title:   Sales Development Representative

Function: Sales

Reports to: Director, Sales Development

Location: United States - Remote

Position Summary:

As a Sales Development Representative (SDR), you will be responsible for developing demand for the company's products and solutions. In this role, you will establish relationships with prospective customers to create a viable sales pipeline through marketing lead generation campaigns and direct outreach. You will play an integral part in conveying the value of the platform to potential clients, directly impacting the company's future success. Additionally, this role offers opportunities for growth and professional development both within and beyond the department.

Key Responsibilities:

Lead Qualification: Identify, engage, and qualify leads from various marketing channels (e.g., website, conferences, etc.) and ensure they align with the company’s solutions.

  • Conduct direct outreach to engage new leads while prospecting into a technical audience, applying a deep understanding of the B2B sales cycle, and effectively handling objections.
  • Analyze lead generation trends and optimize outreach efforts based on feedback and performance metrics.
  • Utilize phone, email, and social selling techniques to connect with key decision-makers, delivering compelling value propositions tailored to their needs.

Sales & Marketing Collaboration: Serve as a liaison between marketing and sales, actively engaging in marketing campaigns, analyzing trends, and collaborating with Account Executives to nurture key prospects and facilitate a seamless transition from prospecting to closing.

Quota Achievement: Engage new leads through direct outreach while developing a broader understanding of the B2B sales cycle, including prospecting into a technical audience and handling objections. Required to consistently meet or exceed assigned quotas for Booked Meetings and Sales Accepted Leads (SALs) contributing to overall revenue growth.

Pipeline & Performance Tracking: Consistently track and report key sales development metrics, including conversion rates, meeting attendance, and engagement trends.

Tools & Technology Usage:  Use a variety of sales tools (SalesForce, etc.) to maintain and record detailed and accurate records of customer interactions and pipeline.

Gain experience in a fast-paced culture with corporate exposure while contributing to marketing strategies and developing professionally. Proactively seeks knowledge and stays informed about industry trends and innovations.

Skills & Experience Needed:

  • Bachelor's Degree Required
  • Minimum 1+ years of proven sales development experience (exceeding quota) or customer-facing role engaging prospects while demonstrating strong communication, adaptability, and professionalism.
  • Minimum 1+ years working within a CRM system (Salesforce experience preferred).
  • Ability to support clients during EST time and currently based on the East coast 
  • Develop and deliver compelling outreach through strong communication skills, while confidently speaking in front of an audience and handling objections effectively.
  • Strong organizational and time management abilities, with a disciplined approach to prospecting and follow-ups.
  • Ability to thrive in a fast-paced, team-oriented environment while maintaining a high level of self-motivation and discipline.
  • Comfortable speaking in front of an audience, whether in team meetings, client presentations, or sales pitches.
  • Demonstrate a growth mindset, adaptability, and a commitment to continuous learning, with a willingness to learn and be coached.

Competencies:

Accountability

Adaptability

Applied Learning

Business Acumen

Collaboration

Customer Focus

Dealing w/Ambiguity

Decision Making

Driving for Results

Initiating Action

Planning and Organizing

Technical/Professional Knowledge/Skills

About the Company:

Boards set the standard for what organizations can achieve. At OnBoard, our board management software helps boards function at a higher level so every organization can make a bigger difference in the world.

Launched in 2011, today, OnBoard serves as the board intelligence platform for more than 5,000 organizations and their 12,000 boards and committees in 60 countries worldwide. With customers in higher education, nonprofit, healthcare systems, government, and enterprise business, OnBoard is the leading board management provider.

OnBoard has grown from a class project at Purdue University in West Lafayette, Indiana in 2003 into the world’s leading board management software platform today. Backed by JMI Equity and the acquisitions of eScribe and Govenda, OnBoard is positioned to become the industry leader in Board Management and Meeting Solutions for private and public sector entities.

Benefits and Perks: 

  • Fully remote work with company provided equipment (laptop, software, etc.) 
  • Employment with a growing, casual, fun, philanthropic minded company
  • US Based Employees
    • Comprehensive, high-quality medical/prescription drug plan options, as well as dental and vision plan offerings.   
    • An employer contribution to your Health Savings Account (HSA) if you participate in a High Deductible Healthcare Plan.  
    • Medical Flexible Spending Accounts available.   
    • Dependent Care Flexible Spending Accounts available.  
    • Basic life insurance in the amount of $50,000 or 1 X’s your salary (whichever is higher).  
    • Short and long-term disability and Accidental Death and Dismemberment benefits at no cost to you.  
    • 401K Retirement Savings Plan with automatic enrollment at the first of the month following 60 days of employment at 5% to help you secure your financial freedom. We offer a generous company match that starts on the first of the month following 60 days of employment. The company match is dollar for dollar on the first 3% of your pay that you contribute and $0.50 on the dollar on the next 2%, for a total match of 4%. 
    • Paid Time Off (PTO)/Holiday 
  • CAN Based Employees
    • Employer paid Life and Accidental Death Insurance
    • Contribution to Health Care Spending Account
    • Dependent Life Insurance
    • Optional Life Insurance
    • LTD Insurance
    • Drug and Paramedical Coverage
    • Dental Insurance
    • Vision Insurance
    • EAP
  • AUS Based employees
    • Superannuation rate of 12% 
    • Monthly stipend of $400 AUD to purchase private medical insurance 
  • UK Based Employees (via EPG)
    • Pension - Aegon
      • Passageways/OnBoard contributes 8% of the employee's basic salary
      • Employees can contribute up to 100% of salary subject to max limits
      • Enrolled from Day 1 of employment
    • Private Medical Insurance
    • Life Assurance
    • Income Protection
    • Critical Illness
    • Employee Assistance Programme
    • Serious Illness Benefit
    • Help@Hand
    • Cashplan

Diversity Statement - Culture of Togetherness:  

At OnBoard, our mission is to encourage and celebrate a culture of togetherness. We acknowledge that uniqueness is powerful, and we welcome, foster, and appreciate all. Diversity, Equity, and Inclusiveness fuel the Pathfinder atmosphere and all our efforts. Our power is in our people and we Pledge 1% to give back to our communities and across the globe.

OnBoard is an equal opportunity employer and committed to a diverse and inclusive working environment. We  do not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

Interview Transparency & Technology Disclosure
We use video/audio recordings and artificial intelligence (AI) tools during our interview process to transcribe responses, evaluate skills, and streamline evaluations. Your data is processed securely and handled in line with our Privacy Policy and local data protection laws

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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