Sales Development Representative
Core
Generating and qualifying leads for a financial management SaaS platform serving mid-sized service companies in Brazil.
Role type
Sales Development Representative (SDR)
Builds
Kamino, a financial management platform integrating bank and credit card accounts with accounting operations
Domain
Financial Technology (FinTech) / SaaS
Deliverable
client delivery
Required skills
lead generation, lead qualification, relationship building, CRM management, cold outreach (phone/email), meeting scheduling
Preferred skills
experience in technology and SaaS, experience in financial services
Technologies
CRM systems
Responsibilities
Contact inbound leads via phone, email, and direct messages to present services and identify business opportunities; Qualify leads based on defined criteria including needs, budget, timeline, and decision-making authority; Schedule product demos and meetings with qualified leads for the sales team; Nurture unready leads with relevant information to maintain interest; Maintain accurate and updated records of all interactions in the CRM; Collaborate with the sales team to share lead information, feedback, and market insights; Monitor performance metrics such as call volume, email sends, response rates, and lead conversions.