Sales Development Representative (contract)

Summary

We are seeking a polished, professional, and career-minded Sales Development Representative to join our team. In this role, you will contact inbound digital banking leads, assess customer interest and business needs, and connect qualified prospects with experienced Sales Consultants. This opportunity is ideal for someone with a strong sales and customer service background who is looking for long-term growth. Top performers may have the opportunity to advance into a full sales role where they manage the complete sales process and become eligible for performance-based incentives.

Responsibilities

• Contact referred customers to confirm business needs.
• Manage and track leads through the CRM system.
• Document customer interactions and referral details accurately.
• Schedule appointments and coordinate handoffs to Sales Consultants.
• Follow up on customer documentation, signatures, and onboarding activities.
• Participate in feedback sessions and process improvement initiatives.
• Maintain strong pipeline management and status reporting.

Qualifications

• Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.
• Experience in customer service, sales support, customer success, contact center, or similar environments.
• Strong outbound calling and customer follow-up experience.
• Experience managing customer pipelines and CRM systems.
• Excellent organizational, communication, and multitasking skills.
• Proficiency with Microsoft Excel and Microsoft Office applications.
• Bilingual Spanish. (preferred)
• Experience with underwriting, loan processing, contract support, or documentation collection. (preferred)
• Background in business banking, account management, or client services.