Sales Development Representative (Fintech)

TL;DR

Sales Development Representative (Fintech): Generating qualified sales meetings for senior reps through proactive prospecting and lead qualification with an accent on B2B SaaS and AI-driven financial analytics. Focus on cold calling, identifying prospective client needs, and managing high-volume pipelines in Salesforce.

Location: Must be based in the New York City area (Hybrid)

Salary: $60,000

Company

AI workflow and analytics platform that helps lenders automate workflows and evaluate borrowers with high accuracy.

What you will do

• Generate qualified sales meetings for senior sales representatives.
• Conduct cold and warm sales calls to prospect new business.
• Perform prospecting on LinkedIn using Sales Navigator and identify client needs.
• Attend networking events and conferences to build a pipeline.
• Collaborate with the sales team to set up accounts for success.
• Maintain meticulous tracking of all prospecting activities.

Requirements

• Bachelor's Degree in business or a related field.
• 1+ year of recent experience as an SDR or BDR in the B2B space.
• 1+ year of experience working within a SaaS environment.
• Proficiency with prospecting tools like LinkedIn Sales Navigator and Outreach.io.
• Expertise in managing sales pipelines using Salesforce.
• Excellent communication skills and proficiency in Excel/Google Sheets.

Nice to have

• Strong understanding of API-based workflows.
• Prior experience in B2B FinTech.
• Experience working in a hypergrowth startup environment.

Culture & Benefits

• Remote-first company culture with a focus on ownership and delivery excellence.
• Environment rooted in empathy, curiosity, and humility.
• Commitment to fostering an inclusive workplace and diverse perspectives.
• Opportunity to work at the intersection of AI innovation and financial technology.