Sales Development Representative

About the role

The Sales Development Representative (SDR) plays a crucial role in generating qualified pipeline and supporting revenue growth within defined territories or segments for large banks. This role involves applying established sales development practices to engage prospective buyers, qualify opportunities, and partner closely with Account Executives to convert interest into booked meetings and pipeline.

Responsibilities

• Generate qualified pipeline by executing outbound prospecting campaigns across email, phone, and social channels using defined messaging frameworks and sequencing tools
• Qualify inbound and outbound leads by assessing business needs, buying process, timeline, budget, and fit against ideal customer profile criteria
• Collaborate with Account Executives to support named account strategies by researching accounts and identifying key decision-makers and influencers
• Personalize outreach to prospective buyers by leveraging account intelligence, industry insights, and engagement data
• Maintain accurate and up-to-date prospect and account activity in CRM systems by logging calls, emails, meetings, and disposition notes
• Utilize sales engagement and research tools such as Salesforce, LinkedIn Sales Navigator, and sequencing platforms to identify and prioritize outreach efforts
• Provide feedback to Growth, Content, and Product Marketing teams on lead quality and campaign effectiveness
• Support event-based prospecting initiatives by coordinating pre-event outreach and conducting timely follow-up with event-generated leads
• Achieve or exceed monthly and quarterly pipeline generation targets by managing daily activity metrics and maintaining consistent prospecting cadence
• Develop foundational knowledge of company products, value propositions, and competitive positioning to effectively articulate solutions to prospective clients
• Build productive internal relationships with sales and marketing stakeholders to ensure alignment on territory priorities and opportunity handoff

Requirements

• Minimum 1-3 years of experience in sales development, business development, or inside sales within a SaaS or financial technology environment, demonstrating consistent achievement of pipeline or activity-based targets
• Education Level: Bachelor’s degree or equivalent professional experience
• Proficiency with CRM platforms such as Salesforce and sales engagement tools such as SalesLoft, Outreach, Gong Engage
• Proficiency with Contact Enrichment and discovery tools such as ZoomInfo
• Strong written and verbal communication skills with the ability to personalize outreach
• Demonstrated ability to manage multiple prospecting channels simultaneously
• Organizational skills with attention to detail in tracking and reporting activities
• Understanding of enterprise SaaS sales cycles and buyer personas
• Ability to analyze engagement data to prioritize outreach efforts

Preferred Experience

• Experience in FinTech or banking technology environments
• Familiarity with account-based marketing strategies
• Experience supporting enterprise-level Account Executives
• Exposure to intent data and advanced prospecting analytics tools
• Track record of exceeding pipeline generation quotas

Salary Range

$64,000 - $75,000

Benefits

• Remote-first environment
• Unlimited paid time off
• 401(k) with employer match

Work Authorization

We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.

Recruiters

We are not looking for outside recruiting firms to help us in this search.

Pay Transparency

As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.