Sales Development Representative (SDR)

About the role

As a Sales Development Representative (SDR) at The Mortgage Office, you’ll play a key role in driving growth by identifying and nurturing new business opportunities while mastering the foundations of SaaS sales in the fintech industry.

Responsibilities

• Research and identify prospects using LinkedIn Sales Navigator and Apollo.io
• Craft and manage email campaigns and sequences in HubSpot CRM that educate and engage prospects
• Conduct high-volume outbound prospecting via phone, email, and social media
• Qualify leads using BANT (Budget, Authority, Need, Timing) methodology
• Schedule meetings and demos for our Sales team
• Maintain accurate and organized records of all activity in HubSpot CRM
• Stay informed on industry trends, product updates, and competitive positioning
• Collaborate with Sales and Marketing to optimize lead generation strategies

Requirements

• 1-2 years of experience in a BDR/SDR role: cold calling, customer service, inside sales
• Excellent verbal and written communication skills with the ability to quickly build rapport
• Strong organizational skills and a focused approach to planning and goal achievement
• Quick learner with genuine interest in technology, SaaS, and fintech
• Basic understanding of the private lending industry is a plus, but not required

Qualifications

• Compensation: $70,000.00 base ($91k + OTE)
• Comprehensive health, dental, and vision coverage
• 401(k) with company funded match
• Mission-driven company with a 45+ year legacy and industry-leading products trusted by thousands of lenders
• Collaborative, supportive team known for long tenure, deep expertise, and a culture built on trust and integrity
• Be part of a beautiful Huntington Beach office with a tight-knit culture
• Competitive compensation and room for professional growth
• Performance-based bonuses
• Generous PTO
• Modern workspace with on-site amenities
• Awesome company Christmas party

Benefits

• Comprehensive health, dental, and vision coverage
• 401(k) with company funded match
• Performance-based bonuses
• Generous PTO
• Modern workspace with on-site amenities
• Awesome company Christmas party

Pay

$70,000.00 base ($91k + OTE)

Schedule

Not specified