Sales Development Representative

Role Overview

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.

What You Will Do

You will research target accounts, engage CFOs, Controllers, and other senior finance leaders at independent mortgage banks, credit unions, and banks, conduct initial qualification, and schedule well-prepared meetings for Account Executives.

Why It Might Be a Fit

This role is designed to provide a development path toward an Account Executive opportunity for strong performers who demonstrate consistent results, readiness, and alignment with business needs.

Requirements

• 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.

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