Sales Development Representative/Lead (Event-Focused)

Location: San Jose,California,United States

Who are we?

Whatfix is a data-driven digital adoption platform (DAP) that enables organizations and users to maximize the benefits of software. Whatfix acts as an interactive overlay on top of any application to guide users with real-time guidance, self-help support, and user feedback. With product analytics and AI, Whatfix enables scalable success with technology, maximizing productivity, and leveraging data-driven insights for better decision-making. The company has seven offices globally in the US, India, UK, Germany, Singapore, and Australia, and works with Fortune 500 companies around the world. Whatfix has raised $140 million to date and is backed by marquee investors including Softbank, Sequoia, Dragoneer, and Cisco Investments.“Hustle Mode ON” is the motto we live by.

About the Role

We are seeking a stellar Sales Development Representative/Lead (Event-Focused) with a proven track record of creating opportunities from leads generated at events.

This role is required to work onsite at our San Jose office 3 days per week. The daily working hours for this role begin at 6:30am PST and there is flexibility to work at home for a few hours & come into the office a bit later (e.g. after dropping off kids at school). Relocation assistance is offered.

What you get to do: 

• Identify qualified prospects and navigate company structures to identify decision-makers
• Learn, leverage, and help evolve our demand-generation process
• Generate appointments by means of proactive outbound prospecting
• Use a combination of outreach mechanisms to nurture leads (Call, Email, and Marketing automation tools like outreach, Linkedin Inmails, etc.)
• Work closely with the Field Marketing team to identify various events, build a strategy on engagement and sessions, demonstrate Whatfix capabilities, and create qualified opportunities
• Stakeholder management; you will be responsible for managing the relationship with the CXOs and top executives at various events either in person, online, or through Hybrid
• Demonstrate the Whatfix demo to prospective customers at events and convey the value and ROI
• Tie up leads that will turn into business through persistence
• Demonstrate and teach strong selling and influencing skills

 Who you are:

• 5+ years prior new business sales experience in SaaS, experience leading an SDR team is a plus
• Prior experience participating in sales/demand generation events 
• Fearless attitude – willing to take intelligent risks
• Hard-working and willing to achieve a high volume of outbound calling activity daily while maintaining a positive and energetic persona.
• Problem Solver
• Ability to work in a team environment that spans the globe
• Articulate with strong business acumen
• You possess a deep knowledge of the enterprise application landscape
• Assertive and persuasive
• Embody the Whatfix principles like customer first, empathy, fail fast, scale fast, etc.
• Sold a complex product that is in an emerging category 
• Have the ability to travel 25-50%

Key Responsibilities:

• Serve as a brand ambassador for Whatfix, showcasing our solutions and fostering valuable connections at physical and virtual events

• Engage event attendees in meaningful conversations, skillfully qualifying leads to identify promising opportunities

• Identify potential business prospects to expand the reach of our Digital Adoption Platform (DAP). Convert leads into qualified opportunities and pass them to the sales team

• Drive traffic and maximize booth presence through targeted pre-event and during-event outreach, including strategic promotional efforts

• Coordinate with our remote team in India to streamline lead management and ensure efficient coordination

• Track and analyze lead activity, providing valuable insights and recommendations to optimize lead generation strategies



Qualifications and Additional Requirements:

• MUST have a minimum of 3-5 years of experience going to industry events, preferably at the enterprise level
• Demonstrated experience of 5+ years in SaaS sales or business development, ideally within a mid-sized organization

• Capable of working independently while fostering collaboration with remote teams, ensuring effective coordination with our Ind