Sales Development Representative

Who are we?

Proud to be named the #6 Best Place to Work in San Diego by the San Diego Business Journal!

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 data-driven, hands-on operator who's seen firsthand how clean systems and sharp processes help a go-to-market team win. You've built and helped maintain successful processes in HubSpot, and you hold a high bar for systems that run cleanly and reliably.

You know how to put AI to work for more efficient operations, and you move fast to adopt new tools that help the team. You bring structure and clarity to everything you do, you back your decisions with data, and you're the kind of reliable that a cross-functional team learns to count on.

What You’ll Do

• Requests & feedback — Be the first point of contact for Sales and CS, resolving and routing day-to-day CRM requests while spotting the patterns that tell you what's really breaking.
• Process improvement — Investigate recurring bugs and process gaps to find the root cause, then proactively fix them and roll out improvements that make the GTM engine run better.
• Data hygiene — Keep pipeline, lifecycle, and deal data clean through routine checks, deduplication, and validation, so the team can trust the numbers.
• Sales & CS operations — Own the lead routing, onboarding, and retention workflows that Sales and CS rely on to hit their numbers, keeping the engine running so reps can focus on customers.
• Reports & dashboards — Build and maintain reporting that gives the team and leadership a clear, trusted view of performance.
• Automations — Turn manual, repetitive work across sales, onboarding, and retention into automations that run reliably at scale.
• Partnership & growth — Partner closely with Sales, CS, and RevOps, growing over time into more strategic RevOps work.

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

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.).

Our Tech Stack

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Why Join Workiz?

Proud to be named the #6 Best Place to Work in San Diego by the San Diego Business Journal!

As a trailblazing SaaS company in the field service industry, Workiz is 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 smart tools to streamline scheduling, dispatching, invoicing, and customer communication.

While we’re proud of our recent recognition, we know a great workplace isn't built by awards, it's built by our people. We’re looking for passionate, driven individuals ready to help us make field service management a breeze.

Why You’ll Love Being a Workizer

• Why You’ll Love Being a Workizer:Fuel Your Passion: Work alongside collaborative, high-achieving teammates on a product that genuinely transforms businesses.
• Make an Impact: See the direct results of your contributions as we empower trade professionals to grow.
• Speak Your Mind: We thrive on diversity of thought, open dialogue, and innovation. Every voice matters here.
• Grow with Us: We treat team members as long-term investments, offering continuous learning to help you stretch your skills and step into new responsibilities.
• Diversity isn't just a buzzword - our team is 45% women and 55% men!

Perks & Life at Workiz

• Fuel Up & Unwind: Keep your day energized with a kitchen stocked with top-notch coffee, drinks, and snacks.
• Dog-Friendly Office: Bring your four-legged co-pilot to work and join our pack of friendly office pups.
• Bond Beyond Desks: Connect with your team through regular socials, catered lunches, and relaxed office happy hours.
• Recharge & Play: Take a break with our office pool table and mini putting green.

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.