Insightful

Sales Development Rep

• Build territory-based pipeline: Convert AI-surfaced buying signals into qualified meetings for Account Executives to keep a high-quality flow of new opportunities
• Run multi-channel outreach : Execute personalized sequences across phone, email, and LinkedIn against high-signal mid-market and enterprise accounts
• Qualify with judgment: Quickly assess fit, uncover goals and buying triggers, and secure discovery meetings with the right decision-makers
• Use a cutting-edge AI tech stack: Lean on AI-driven tooling for research, list-building, and messaging support so your time is invested in pipeline building work
• Engage across key personas: Build credibility with leading operations, finance, strategy, HR and IT executives
• Shape the sales playbook : As a founding rep in the SDR team, feed signal about success back into marketing to drive efficient messaging and targeting

Founding Sales Development Representative

Customer Success Manager

• Own a substantial book of existing Premier accounts requiring varying levels of engagement — delivering reliable service, multi-threaded relationships, and high revenue retention across the book.
• Apply a differentiated engagement model: maintain a steady cadence with actively managed accounts, keep light-touch/reactive accounts healthy and responsive, and run proactive outreach to re-open relationships with dormant accounts.
• Own the renewal and forecasting process for your book, including proactive churn prevention and timely, accurate renewal forecasting.
• Drive product adoption and ensure each customer's solution is configured for maximum value and aligned to best practices.
• Identify accounts that show genuine expansion or strategic signals, and graduate them to the appropriate senior Premier or Strategic CSM rather than leaving growth on the table.
• Onboard customers entering your book — including accounts promoted in from the Core segment — through kickoff, use-case discovery, and product training, scaled appropriately to account size.
• Build long-term relationships and grow customer advocacy through case studies, testimonials, reviews, and references.
• Understand each customer's pain points and how Insightful solves them, and funnel that feedback to Product and other internal stakeholders.
• Monitor and analyze product usage across your book to spot risk and opportunity early.
• Be an Insightful product expert and stay current on the roadmap and upcoming releases.
• Act as the liaison between customers and internal teams (Sales, Support, Product, Billing).
• Support customers day to day over email, phone, online presentations, and screen-share — including efficient, scaled and one-to-many formats where they serve the customer well.
• Stay on top of every open issue or challenge a customer is experiencing with the product through to resolution.
• Manage customer subscriptions and billing in Insightful's payment system.
• Keep all customer information accurate and current in the CRM — essential discipline for a high-volume book.
• Carry out other related duties as directed by the Company's leadership.

• Build territory-based pipeline: Convert AI-surfaced buying signals into qualified meetings for Account Executives to keep a high-quality flow of new opportunities
• Run multi-channel outreach: Execute personalized sequences across phone, email, and LinkedIn against high-signal mid-market and enterprise accounts
• Qualify with judgment: Quickly assess fit, uncover goals and buying triggers, and secure discovery meetings with the right decision-makers
• Use a cutting-edge AI tech stack: Lean on AI-driven tooling for research, list-building, and messaging support so your time is invested in pipeline building work
• Engage across key personas: Build credibility with leading operations, finance, strategy, HR and IT executives
• Shape the sales playbook: As a founding rep in the SDR team, feed signal about success back into marketing to drive efficient messaging and targeting

Founding Sales Development Representative

Customer Success Manager

Outbound Sales Development Representative