Sales Development Representative
Core
Front-line sales role engaging prospective customers to qualify opportunities and generate high-quality pipeline for the Business Development team.
Role type
Entry-level to mid-level Sales Development Representative (SDR)
Builds
Qualified sales pipeline for Business Development team
Domain
Financial services, payments, FX
Required skills
B2B sales experience, CRM management, multi-channel prospecting, data accuracy, discovery qualification, meeting booking, CRM record maintenance, sales tool usage
Preferred skills
Financial services, payments, FX, or technology industry experience
Responsibilities
Research target accounts and contacts to understand business context, FX/payment needs, and ICP fit; Execute inbound and outbound prospecting via phone, email, and LinkedIn using structured cadences; Collect and log first-party data (e.g., FX volume, payment corridors, current provider); Conduct focused discovery to qualify interest, urgency, and suitability against defined criteria; Book qualified meetings and deliver clear, well-documented handoffs to Account Executives; Maintain accurate, timely CRM records (Salesforce), including activity logging, lead status, and enrichment; Use sales outreach and enrichment tools to support consistent, high-quality outreach; Capture and log customer insights (pain points, objections, competitor mentions) to sharpen outreach and qualification effectiveness