Sales Development Representative

Maintain clean, actionable CRM notes in HubSpot — including detailed Sales Qualification Notes (pain points, team size, current tools, job volume, goals) — that give GTM leadership insight into customer trends and friction points, and give AEs a clean handoff for every meeting. We’re on a mission to revolutionize our industry by “automating everything but holding the wrench”, providing our users with smart, AI-powered tools that will replace time consuming tasks, generate more revenue, and provide peace of mind, freeing our users to focus on building their small business into an empire.

Who are we?

Workiz is the leading SaaS platform for field service teams, trusted by over 120,000 pros. We help real, hard working people run and grow their businesses, with an end-to-end solution that enables them to schedule jobs, dispatch, invoice, track performance, get paid in the field, plus so much more - all in one place!

We’re on a mission to revolutionize our industry by “automating everything but holding the wrench”, providing our users with smart, AI-powered tools that will replace time consuming tasks, generate more revenue, and provide peace of mind, freeing our users to focus on building their small business into an empire.

Who are you?

You're a strategic and adaptable communicator, you build strong relationships and embody an entrepreneurial spirit and process-driven mindset.

You have a strong understanding of qualification processes and know how to motivate and inspire potential customers to schedule and show up to meetings with AEs. You are a quick learner and love to receive coaching and apply it immediately. You are well organized and know how to prioritize your day to handle a full workload. You enjoy a fast-paced, start-up environment and like to contribute your feedback to make a difference.

What You’ll Do

• Own top-of-funnel engagement for inbound demo requests, demo confirmation leads, and trial sign-ups through high-quality calls, emails, and messaging that drive curiosity and qualification.
• Convert free-use and trial users into sales-ready opportunities by understanding their workflows, challenges, and evaluation stage.
• Work partner-sourced leads through outbound calling, and take on light prospecting and qualification to supplement inbound volume.
• Re-engage nurtured, closed-lost, and churned accounts with tailored outreach that sparks new interest.
• Maintain clean, actionable CRM notes in HubSpot — including detailed Sales Qualification Notes (pain points, team size, current tools, job volume, goals) — that give GTM leadership insight into customer trends and friction points, and give AEs a clean handoff for every meeting.
• Recover pipeline by actively following up on no-shows and warm leads to quickly reschedule meetings.
• Collaborate with Account Executives on discovery, handoff, and pipeline strategies - including joining AE calls to learn and grow.
• Provide feedback on messaging, sequences, and trial experience to continuously improve conversion.
• Support instant meeting creation when prospects and AEs are mutually available, improving speed-to-lead.

This is a hybrid role working Tues, Wed and Thurs in our San Diego office and Mon and Fri working remote.

Why Join Workiz?:

As a trailblazing SaaS company in the field service industry, we're at the forefront of change, driving success in one of today's most resilient and rewarding sectors. Our all-in-one platform empowers field and home service businesses with tools to streamline scheduling, dispatching, invoicing, and customer communication – all in one place.

We’re looking for talented individuals who are excited to join our mission of making field service a breeze. Here is a glimpse into what it means to be a part of the Workiz team: 

Collaborative Environment: We nurture a culture of collaboration and support, where ideas are highly valued, and teamwork is fundamental.

Dynamic Growth: Join a company on the fast track, experiencing exhilarating growth, perpetually evolving, and driving change.

Impactful Contributions: Witness the direct impact of your efforts on the success of our customers and the advancement of field service business management. At the end of the day, it’s all about the people. Our customers are at the heart of everything we do.

We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities. 

Why You’ll Love Being a Workizer:



Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!

Collaborative Excellence: We foster a culture of teamwork where exceptional achievers and quick learners can thrive. Together, we deliver impactful results. Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.

Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.

Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.

We take our work seriously, but we know how to let loose and celebrate our wins!

Compensation and Benefits

At Workiz, we don’t just hire for the role you’re in today; we hire for the closer you’ll become tomorrow. We are specifically looking for ambitious SDRs who are hungry to transition into an AE role, and we provide the roadmap to get you there.

Market-level salary of $80,000 – $90,000 OTE, depending on experience.

Workiz provides a comprehensive benefits package, featuring employee stock options, up to 100% employer-paid Medical, Dental, and Vision coverage options for employees plus generous dependent coverage options, and a 4% match on 401k contributions.

Sick Leave: 5 days per year

Vacation Leave: 14 days per year (that grows with tenure!) plus 2 Floating Holidays to use each year

Inclusivity Statement

At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.

Requirements:

Minimum Qualifications:

• 1–2 years of SDR/BDR or phone-based sales experience with a proven record of hitting targets.
• Strong cold-calling foundation - comfortable making 100+ calls/day and driving real conversations.
• CRM experience (HubSpot preferred) with disciplined, clean, and structured note-taking.
• Highly coachable, open to feedback, and able to implement improvements quickly.
• Strong written and verbal communication skills with clear, concise follow-up and effective discovery. 
• Comfort operating in a KPI-driven environment with clear expectations around activity and pipeline creation.
• Ability to quickly understand prospect workflows and pain points to make fast, high-quality qualification decisions.
• Bias for action - fast follow-up, proactive outreach, and high urgency in managing inbound/trial leads.
• Ability to work effectively with AEs and support smooth handoffs that drive pipeline momentum.
• Comfort in a fast-paced SaaS or startup environment with frequent iteration and evolving processes.

Bonus Points:

1. Prior work in trial-to-paid or PLG-style motions, converting users who are already inside the product. 

2. Background selling to SMB or field-service industries (HVAC, plumbing, electrical, locksmith, construction, etc.).