Full-Time

Sales Development Representative

Updated on 4/22/2025

Point B

Point B

501-1,000 employees

Consulting firm for data-driven solutions

Compensation Overview

$66k - $99k/yr

+ Bonus

Mid, Senior

San Francisco, CA, USA

Ability to work from home (from one of our existing Geos, preferably)

Category
Sales Development Representative
Sales & Account Management
Required Skills
Lead Generation
Cold Calling
Salesforce
Customer Service
Requirements
  • B.A. or B.S. degree in business, marketing, or a related field (preferred)
  • 3+ years of corporate/business experience, professional services preferred, sales and business development, prospecting and appointment setting, customer facing delivery and customer service
  • Proven track record in a sales or business development role, preferably in a B2B environment
  • Strong prospecting and lead generation skills, with experience in cold calling, email outreach, and social selling techniques
  • Familiarity with CRM systems (e.g., Salesforce) and proficiency in using sales tools and Marketing technologies (LinkedIn Sales Navigator, ZoomInfo, Pardot, etc.)
  • Demonstrated self-starter who can work independently and deliver results
  • Strong business acumen and intellectual curiosity to rapidly learn about the services we are targeting in campaigns, along with the trends and challenges of the industries we are targeting
Responsibilities
  • Meets or exceeds appointment setting and bookings goals
  • Directly supports the generation of new leads, meetings, solutions pipeline, and bookings through new and existing demand generation channels such as, outbound prospecting, webinars, website leads, relationship mapping for top customer growth plans, marketing sponsored events, network referrals, gated content, etc.
  • Conducts direct customer and prospect outreach leveraging approved Marketing content and messaging
  • Leverages 'triple touch' prospecting for customer outreach (email, social selling on LinkedIn, and phone)
  • Identifies potential customer referrals and leads within the assigned industry and accounts
  • Utilizes prospecting and research tools, coordinates with assigned industry sellers to qualify leads and opportunities; prepares for and schedules target prospect meetings
  • Ensures a smooth handoff of before and after the target prospect meeting with information and setting clear expectations with internal sellers and prospects
  • Effectively tracks and manages prospecting activities and maintains accurate and up-to-date information in CRM systems for collaboration with sales and marketing partners
  • Leverages best practices for increasing win rate of opportunities by supporting business development game planning meetings, including creation of dossiers, relationship mapping and other solution selling support at the Industry, Account, and Solution Pursuit level to increase win %
  • Direct customer and prospect outreach as guided by Industry and Solution priorities, leveraging approved Marketing content and messaging
  • Partners closely with industry and solution sellers to align on top accounts and personas for executing your outreach
  • Generates leads from past buyer automation using ZoomInfo Enrich platform
  • Generates referrals from across the Point B network and ecosystem (including Point B’ers, alumni, partners, etc.)
  • Supports and drives conversion of inbound leads and MQL’s as assigned (example channels include webinars, events, gated content, website, etc.)
  • Supports continued firmwide adoption of sales and marketing tools, templates, processes, and best practices
  • Directs outreach and lead flow aligned to assigned industry marketing calendar to promote published case studies, webinars, thought leadership content, etc. to the right buyers with the right content, at the right time
  • Supports team efforts and builds authentic relationships with individuals in work groups and teams
  • Consistently demonstrates and lives Point B cultural tenets and values.
Desired Qualifications
  • Engaging leaders who make a positive impact on their firm, clients, and communities
  • Innate problem solvers who want to grow in a flexible, collaborative culture
  • Those who have a growth mindset regarding training, practice, and evolving their skills
  • Versatile people who thrive on variety and challenge
  • Successful in ambiguous environments
  • Desire to and ability to learn
  • Passion for Point B’s Mission, Vision, Values & Culture
  • Gets it done brand and attitude
  • Ability to work from home (from one of our existing Geos, preferably)
  • Ability to work non-standard work hours when necessary
  • Ability to travel occasionally

Point B helps organizations address significant challenges by using data and technology. The firm focuses on providing customized consulting services, including data analytics, technology implementation, and strategic planning, to a diverse range of clients. By understanding their clients' specific needs, Point B aims to help them improve efficiency, innovate, and reach their strategic goals. What sets Point B apart from competitors is its commitment to sustainability, social justice, and community engagement, which are integral to its mission. The company strives to create a positive impact not only for its clients but also for the wider community, fostering an inclusive culture and attracting top talent. Ultimately, Point B's goal is to deliver exceptional value to clients while contributing to social good.

Company Size

501-1,000

Company Stage

Acquired

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1995

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for ESG consulting boosts Point B's growth potential.
  • Strategic C-suite appointments may drive innovation and new growth opportunities.
  • Partnership with Avarni enhances Point B's sustainability and transparency offerings.

What critics are saying

  • Emerging niche consulting firms could erode Point B's market share.
  • Rapid technological advancements may challenge Point B's integration capabilities.
  • Economic downturns could reduce client budgets, impacting Point B's revenue.

What makes Point B unique

  • Point B offers tailored consulting solutions focused on sustainability and social justice.
  • The firm integrates data analytics and technology to solve complex business challenges.
  • Point B's inclusive culture attracts top talent, enhancing service delivery and client satisfaction.

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Benefits

Employee ownership through ESOP

Competitive pay & annual bonus

Comprehensive health benefits

Flexible wellness stipend

Paid parental leave

Unlimited vacation

Flexible leave of absence

Community leadership support

Social & community events

Professional development stipend

Financial planning & 401(k)

Life & disability

Technology stipend

Company News

Yahoo Finance
Mar 31st, 2025
Point B Appoints Consulting Veteran David Hanfland as Chief Executive Officer

SEATTLE, March 31, 2025-(BUSINESS WIRE)-Business innovation firm Point B announced today that David Hanfland will join its leadership team as Chief Executive Officer.

WFCO
Nov 30th, 2023
New Report: Cash Programs in Colorado

Through its WINcome grantmaking approach, WFCO recently partnered with Point b(e) Strategies to establish an analysis of the flexible cash (distributed via gift cards or payments to third parties) and direct cash landscape in Colorado.

Consulting.us
Nov 22nd, 2023
Point B announces raft of C-suite appointments

Point B, a Seattle-headquartered management consulting firm, has hired Patrice Graves as chief people officer, David Parker as chief financial officer, and Jay Harrison as chief growth officer.

Consulting.us
Sep 12th, 2023
Mike Pongon joins Pioneer Management Consulting's advisory board

Pongon retired from Point B in January 2022 after 21 years with the management consultancy, including 11 years as CEO.

TechCrunch
Dec 11th, 2022
Avarni is building a comprehensive dataset to analyze supply chain emissions  | TechCrunch

Point B, meanwhile, is working with Avarni to provide quicker greenhouse gas emissions insights to its customers.