Sales Development Representative
Core
Front-line sales role engaging prospective corporate customers to qualify opportunities and generate a high-quality pipeline for the Business Development team.
Role type
Sales Development Representative (SDR)
Builds
Qualified meeting pipeline for Account Executives
Domain
Financial services, commercial payments, foreign exchange (FX)
Deliverable
client delivery
Required skills
B2B sales experience, CRM management, multi-channel prospecting, data collection, discovery qualification, CRM record maintenance
Preferred skills
Financial services, payments, FX, or technology experience
Responsibilities
Research target accounts and contacts, execute inbound and outbound prospecting via phone/email/LinkedIn, collect and log first-party data, conduct focused discovery to qualify interest, book qualified meetings, maintain accurate CRM records, capture and log customer insights