OPPORTUNITY

Method CRM is looking for a Sales Development Representative (SDR) to join our growing Sales team. As a SDR, you’ll focus on reaching out to small and mid-sized businesses in industries such as accounting, wholesaling, manufacturing, and services that use QuickBooks. Your role will involve connecting with decision-makers to qualify leads, educate them on Method CRM’s value proposition, and generate opportunities for deeper engagement.

ABOUT METHOD

Method is on a mission to transform how small businesses operate by giving them real control over their customer workflows. Our flagship product, Method CRM is purpose-built for small businesses that have outgrown spreadsheets and generic tools. With deep QuickBooks integration and a powerful no-code customization engine, Method enables users to design workflows that truly fit their unique needs. As a scaling growth company, we’re now taking that mission further, leveraging AI to develop intelligent agents that assist users in rapidly building and customizing no-code apps. This innovation is at the heart of our next chapter, and we’re looking for people who are excited to build the future of work!

HIGH-VOLUME OUTREACH:

• Proactively contact prospects via cold calls, emails, LinkedIn messages, and SMS to spark interest in Method CRM.
• Live chat and sales line monitoring.
• Personalize outreach by leveraging curated lists from tools like Instantly, targeting businesses that align with Method’s value offering (e.g., businesses with QuickBooks integrations or seeking workflow automation).

LEAD MANAGEMENT AND QUALIFICATION:

• Prioritize and organize a dynamic lead pipeline using Salesforce (or a similar CRM) to ensure efficiency.
• Qualify prospects by understanding their pain points in managing customer relationships, workflows, and QuickBooks integrations.

In this role, you’ll execute targeted outreach strategies, manage a steady pipeline of prospects, and uncover key insights about customer pain points. You’ll be responsible for initiating conversations that open the door for deeper sales discussions, all while learning the ins and outs of our product and the industries we serve.