Sales Development Representative – Financial Solutions

Role Overview

The Sales Development Representative (SDR) – Financial Solutions plays a key role in driving BELAY’s growth by reconnecting with warm and dormant financial solutions leads to generate new business opportunities. This entry-level sales position is designed to develop strong foundational sales skills while providing critical support to the inbound sales team.

What You Will Do

Conduct warm outreach via phone, email, and LinkedIn to re-engage dormant leads and Marketing Qualified Leads (MQLs), lead consultative sales conversations to understand prospect needs, present tailored solutions, address objections, and close business.

Why It Might Be a Fit

Our ideal corporate team member is flexible, creative, well-organized and ready to roll up their sleeves to get the job done! We are a fast-paced team of high performers that work extremely hard but also know how to have a great time.

Requirements

• 1–2 years of experience in sales, lead generation, customer success, or related fields
• Excellent communication and interpersonal skills, comfortable engaging prospects via phone and video
• Results-oriented and motivated by metrics, growth, and achievement
• Highly organized with strong follow-through and attention to detail
• Experience with Salesforce or a similar CRM is a plus
• Accounting acumen is required, with a strong understanding of accounting principles and processes, to identify opportunities within BELAY’s Financial Solutions offerings

Benefits

• Medical, dental, vision, life, and disability insurance
• 401(k) plan through Vanguard, with a 4% discretionary employer match
• 15 days of PTO annually
• 12 paid holidays annually
• Paid Sick Leave