Sales Development Representative
Core
Building sales pipeline for banks and credit unions by identifying prospects, uncovering pain points, and booking qualified meetings for Account Executives.
Role type
Sales Development Representative (SDR)
Builds
Sales pipeline and qualified discovery meetings for banking clients
Domain
Financial services / Banking / AI
Deliverable
production ML models
Required skills
Prospecting, cold calling, email outreach, LinkedIn outreach, event management, CRM management, executive communication, pipeline tracking
Preferred skills
Experience selling to banks or credit unions, SaaS or AI product experience, trade show experience, familiarity with sales engagement tools
Technologies
CRM, sales engagement tools, LinkedIn
Responsibilities
Prospect into banks and credit unions targeting mortgage, lending, and operations leaders; Identify prospects fitting the ICP and book qualified meetings; Capture qualification details including team size and decision-makers; Attend industry conferences and conduct outreach; Partner with marketing on campaigns and messaging; Track touchpoints in CRM; Hit weekly and monthly activity and meeting targets
Seniority
Individual Contributor, entry to mid-level