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Sales Development Representative (SDR)

SF Bay Area - San Francisco Full Time

Formation empowers companies to achieve true 1:1 personalization at enterprise scale. We use artificial intelligence (AI) and machine learning (ML) to continue learning about customer preferences, analyzing their interactions and fine-tuning of offers across digital and physical channels. Formation’s proprietary platform leverages continual insights into each customer interaction to make subsequent offers smarter and more effective. This approach enables brands to create and deliver unique customer experiences that drive business results and foster deeper relationships with their customers. Our solution helps marketing teams become more efficient and effective in engaging and retaining customers, with proven results for increasing incremental revenue and customer lifetime value.

Job Description

We are looking for high-energy, driven professionals with sound business acumen, strong technical aptitude and natural sales instincts to join our Sales Development organization. You’ll gain experience and invaluable insights interacting with Executives and Marketing Professionals from the world’s most recognizable companies and brands across diverse industries and geographical areas. You will work cross-collaboratively with Formation’s Leadership Team, Engineering, Product, Customer Success, and Data Scientists to shape and scale the future of Formation. Ideal candidates should be self-motivated and driven to exceed personal and professional goals in a fast-paced and exciting start-up environment. This position can be in SF or remote (US) and will report to the SVP of Sales, but you'll build and leverage relationships with everyone on our executive team as well as our investors (Boston Consulting Group).


  • Respond to and qualify incoming web and phone inquiries regarding our Customer Goal Management Platform
  • Establish key relationships with stakeholders at Fortune 500 companies
  • Create a positive and memorable first impression to our prospective clients by providing them with an amazing experience
  • Partner with the Vice President of Sales and Executive Team to generate a pipeline and accelerate sales cycle while developing your sales skills
  • Maintain active engagement with new and existing leads through creative follow-up communications designed to increase customer interest and engagement
  • Interact with Boston Consulting Group and other alliance partners to help facilitate Customer and Prospect introductions
  • Achieve monthly quotas of sourced qualified opportunities and closed business
  • Assist in shaping, defining and strategizing on a new market category, i.e. Customer Goal Management


  • Bachelor's degree from an accredited university in related field (ie Business Administration, Communication)
  • 1-2+ years of corporate experience, not including internships (software sales is a plus)
  • Strong desire to be in technology sales
  • Interest in Artificial Intelligence and Machine Learning
  • Prior inside sales experience a plus
  • Track record of achieving sales targets and metrics
  • Exceptional written, verbal, interpersonal and presentation communication skills
  • Excellent time management, analytical and organizational skills
  • Demonstrated ability to problem solve
  • Comfortable working in a fast-paced and dynamic environment