Sales Development Representative

Workiva Inc.; Illinois; Hybrid; USD 76,000 - 114,000; Full time

Benefits offered by this job

401(k) match

Comprehensive benefits

Restricted Stock Units

Job summary

Workiva Inc. is seeking a Sales Development Representative who thrives on hunting for new business. You will partner with Account Executives to generate and qualify opportunities, conduct high-volume outbound prospecting, and learn Workiva’s platform to articulate its value to executives.

You’ll manage CRM tasks, contribute to forecasting, and help drive attendance at webinars and events. A strong communicator with a proactive, metrics-driven attitude will excel in this fast-paced SaaS

Qualifications

• Associates degree required with at least 3 years of related experience.
• Experience in lead generation or sales development is preferred.
• Proven track record of generating revenue opportunities and meeting quotas.

Responsibilities

• Collaborate with Account Executives to develop engagement strategies with accounts to drive revenue.
• Conduct high-volume outbound prospecting including 60–80 calls per day to identify opportunities.
• Qualify leads based on defined criteria to move opportunities into the pipeline.
• Demonstrate knowledge of Workiva Platform and articulate its value to decision makers.
• Support the sales cycle through forecasting, CRM upkeep, and post-event follow-up.
• Drive attendance to events and manage follow-up activities.
• Maintain current knowledge of Workivas offerings and competitive landscape.

Skills

Outbound prospecting

Cold calling

Lead qualification

Salesforce CRM

Communication

Education

Associate7s degree

Tools

Salesforce CRM

Job description

The Sales Development Representative is a hunter at heart, and often Workiva’s first contact with a prospect organization. Are you an expert at outbound prospecting and cold calls? The SDR possesses the ability to quickly develop a rapport with decision makers at an executive level and efficiently sparks the curiosity that generates interest in our Workiva Platform. As a rapidly growing SaaS company with high-performance teams and a collaborative culture where employee innovation and ideas are encouraged, this position is vital to Workiva’s success. In this position, the TDR partners closely with a team of Account Executives to drive pipeline for expansions in existing customer accounts.

What You’ll Do

• Partner closely with Account Executives to develop ongoing engagement strategy with assigned customer and prospect accounts to drive revenue goals.
• Provide baseline research and intelligence within target accounts to identify key contacts and critical account information.
• Prospect into target accounts via high-volume cold-calling (60‑80 calls/day), outbound prospecting, networking, email, e‑marketing, campaigns, and social outreach.
• Qualify leads/contacts based upon specifically defined criteria to transition meaningful sales leads into the pipeline.
• Learn and demonstrate a fundamental understanding of Workiva’s Platform, and clearly articulate its capabilities and advantages to decision makers.
• Contribute to critical functions associated with fulfilling the sales cycle (forecasting, reporting, CRM maintenance, correspondence, and communications).
• Drive attendance to various events (webinars, roadshows, Amplify, conferences, etc.), and provide post-event follow‑up.
• Develop and maintain a current understanding of Workiva’s latest product offerings, and competitive product/market knowledge.

What You’ll Need

• Minimum Qualifications: Requires an Associate’s degree and a minimum of 3 years of related experience.
• Preferred Qualifications: Successful experience in a similar role—preferably lead generation/sales development. Salesforce CRM experience strongly preferred.
• Proven track record of creating revenue‑generating opportunities and quota attainment.
• Proven ability to understand and successfully promote technical offerings and solution sets.
• Excellent verbal, written, and interpersonal communication skills with a professional demeanor.
• Self‑motivated with strong propensity for action, results, and continuous improvement.
• Exceptional organizational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines.

Travel Requirements & Working Conditions

Up to 10% travel. Reliable internet access for any period of time working remotely, not in a Workiva office.

How You’ll Be Rewarded

• On Target Earnings (OTE) range in the US: 76,000.00 – 114,000.00 USD annually.
• Eligible for commission based on sales performance.
• Restricted Stock Units granted at time of hire.
• 401(k) match and comprehensive employee benefits package.

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI‑powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world. At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [e-mail].

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.