Sales Development Representative

About the role

The Sales Development Representative is responsible for creating qualified new-to-new pipeline by turning targeted outreach and marketing engagement into high-quality sales conversations. The role focuses primarily on outbound prospecting, webinar follow-up, marketing campaigns, and older Salesforce leads.

Responsibilities

• Build and execute disciplined, multi-channel outbound prospecting using phone, email, LinkedIn, and other approved sales tools.
• Target CFOs, Controllers, and other senior finance leaders at independent mortgage banks, credit unions, and banks.
• Follow up quickly and thoughtfully with webinar attendees, marketing campaign engagement, and older Salesforce leads.
• Research accounts and contacts to personalize outreach around relevant accounting, financial management, profitability, and operational challenges.
• Conduct initial discovery and qualification to confirm fit, business need, key stakeholders, timing, and a meaningful next step.
• Schedule high-quality meetings for Account Executives, provide complete context, and ensure a clean handoff and timely follow-up.
• Maintain accurate, complete, and timely Salesforce records, including contact information, lead source and campaign attribution, discovery notes, next steps, and opportunity progress.
• Collaborate with Account Executives and Marketing on messaging, outreach sequences, webinars, campaigns, target lists, and market feedback.
• Build mortgage industry and Loan Vision product knowledge to support presentations, deliver selected portions, and independently conduct appropriate presentations as readiness is demonstrated.
• Meet or exceed defined expectations for outbound activity, appointments scheduled and held, sales-qualified opportunities, sourced pipeline, and Salesforce hygiene.
• Share prospect feedback, recurring objections, competitive observations, and campaign learnings with Sales and Marketing leadership.

Qualifications and Experience

• Previous experience in outbound B2B sales, business development, lead generation, or prospecting is preferred.
• Experience in mortgage banking, fintech, SaaS, accounting, or financial software is a plus.
• A bachelor's degree is preferred; equivalent relevant education and experience will be considered.
• Strong written and verbal communication skills, including confidence engaging senior finance leaders by phone, email, and video.
• Experience with Salesforce and Microsoft Office applications is preferred.
• Strong organization, prioritization, time management, attention to detail, and follow-through.
• A self-directed approach and the ability to stay productive and accountable in a fully remote, fast-paced environment.
• Curiosity, coachability, resilience, and resourcefulness.
• A positive attitude, low ego, and team-first approach.

Development Path

The Sales Development Representative will receive opportunities to deepen product and industry knowledge, participate in discovery and presentations, and take on broader presentation responsibility as proficiency grows. Progression toward an Account Executive role will be based on consistent performance, demonstrated readiness, and the needs of the business.

Benefits

• Unlimited PTO
• Standard holidays
• Competitive health benefits
• 401(k) program
• Collaborative work atmosphere
• Experience working in a high-growth, PE-backed software company
• Strong professional growth opportunities

Additional Position Information

• This is a full-time, fully remote position with minimal travel.
• The role reports to the VP of Sales.
• Specific performance targets, incentive components, eligibility requirements, and payment terms are established in the applicable sales compensation plan.