Sales Development Representative
Core
Identify and connect with potential clients, specifically financial professionals like CFOs and accountants, to drive the sales pipeline.
Role type
Sales Development Representative (SDR)
Builds
Sales pipeline and qualified meetings for Account Executives
Domain
Financial services / B2B SaaS
Required skills
Prospecting, cold calling, email outreach, CRM management (Salesforce), lead qualification, time management, goal orientation
Preferred skills
Familiarity with Outreach and LinkedIn Sales Navigator, previous sales or business development experience, valid driver's license
Technologies
Salesforce, Outreach, LinkedIn Sales Navigator
Responsibilities
Research and identify key contacts within accounts, initiate conversations with financial professionals to understand their needs, proactively follow up on inbound/outbound leads, engage with prospects through calls and emails to set up meetings, maintain accurate records of interactions in Salesforce, collaborate with cross-functional teams to refine outreach strategies
Seniority
Entry-level to Junior