Sales Development Representative (SDR) (Fintech)

Location: Austin, TX, United States; hybrid in-office operation

Base salary: $55,000–$60,000 per year, plus performance-based variable compensation.

Company

hirify.global is a financial technology platform providing retirement, education, healthcare, and other savings products to businesses, financial advisers, institutions, and individual savers.

What you will do

• Engage prospective financial advisers and business owners through high-volume outbound calls, email, and call cadences.
• Qualify prospects, identify their needs, build urgency and intent, and recommend relevant financial wellness products.
• Generate and schedule sales meetings for field sales representatives and sales closers.
• Manage lead lists and maintain a pipeline of interested prospects using Salesforce and Salesloft.
• Collaborate with sales leaders on next steps and report weekly, monthly, and quarterly results.
• Learn the financial services industry, hirify.global’s partnerships, products, and modern sales processes.

Requirements

• Strong communication skills through phone and email.
• Creative problem-solving approach and strong analytical skills.
• Self-motivation for sales coaching, professional development, and career progression.
• Strong desire and ability to advance within a sales organization.
• Bachelor’s degree or equivalent, or at least five years of relevant work experience.
• Previous sales, sales development, CRM, financial services, or small business sales experience is beneficial.

Nice to have

• Track record of exceeding lead targets or sales quotas.
• Experience with Salesforce, Salesloft, or other CRM software.
• Financial services or small business sales experience.

Culture & Benefits

• Hybrid work model with access to collaborative offices.
• Comprehensive health benefits and generous time off.
• Employee Wellbeing Committee focused on employee wellbeing.
• Competitive 401(k) plan.
• SDRs typically spend 6–9 months in the role before eligible successful employees progress into full-cycle closing roles.

Hiring process

• One or two introductory conversations.
• Role-relevant skills or experience assessment followed by a virtual or in-person interview panel.
• Reference checks with a current or former manager and a peer before an offer.