CareerPlanSign in

Sales Development Representative

Addison, TX💼 Full-time🗓 2026-08-21 → 2026-09-26

Core

Outbound prospecting to generate new sales accepted opportunities (SAOs) for an AI-powered expense intelligence platform.

Role type

Sales Development Representative (SDR)

Builds

Sales pipeline for mid-market and enterprise accounts in the Financial SaaS domain

Domain

Financial SaaS (Expense and Accounts Payable)

Deliverable

production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work

Required skills

outbound prospecting, cold calling, cold emailing, social outreach, pipeline management, data management, Salesforce.com proficiency

Preferred skills

prior SDR/BDR experience, ZoomInfo, SalesLoft, Pardot, LinkedIn.com

Technologies

Salesforce.com, ZoomInfo, SalesLoft, Pardot, LinkedIn.com, Microsoft Office Suite

Responsibilities

Develop new sales qualified leads via telephone and email, deliver daily metrics (call volume, talk time, email volume), utilize tools to identify and import prospects, build and cultivate prospective relationships, schedule needs analysis calls and demonstrations, manage data on prospective clients, contribute to quarterly additions and omissions of ICP list

Seniority

Entry-level to Individual Contributor

Sourced via lever · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.