Job
Description
About the Role: We’re looking for a high-energy, motivated Sales Development Representative (SDR) to join our growing go-to-market team. In this role, you’ll be responsible for identifying and engaging finance decision-makers at mid-sized enterprise companies and driving a qualified pipeline for our Account Executives. You’ll play a critical role in shaping the first impression of our brand, educating prospects about our product, and helping us scale efficiently. Key Responsibilities: • Prospect into target accounts via email, cold calls, LinkedIn, and other outbound tactics to generate qualified leads. • Respond to and qualify inbound interest, ensuring timely follow-up and alignment with ideal customer profiles. • Understand our product offering and communicate its value to CFOs, Controllers, and finance teams. • Book discovery calls and product demos for Account Executives, passing qualified opportunities through the pipeline. • Work closely with sales and marketing to align outreach with campaigns, content, and personas. • Maintain accurate data and activity tracking in CRM (e.g., HubSpot, Salesforce). • Continuously test and improve messaging, cadences, and outreach strategies based on conversion data. Qualifications: • 1–3 years of experience in a B2B SDR, business development, or inside sales role (experience in SaaS, finance-related industries or Accounting is a plus). • Strong communication skills, both written and verbal, with the ability to spark conversations and build rapport quickly. • Comfortable working in a fast-paced, goal-oriented environment with clear KPIs. • Organized, self-motivated, and eager to learn and grow within a high-performance sales team. • Familiarity with sales tools such as Hubspot, Zoominfo, LinkedIn Sales Navigator and other sales tools. • A curious mindset and genuine interest in financial technology and solving problems for finance teams. What We Offer: • Competitive base salary with performance-based incentives. • Structured onboarding, ongoing training, and mentorship from experienced sales leaders. • Clear career path into closing roles or other growth functions. • Collaborative team culture that values transparency, ownership, and results.
