Sales Development Representative (Fintech)

TL;DR

Sales Development Representative (Fintech): Managing a portfolio of merchant services clients and driving revenue growth through lead qualification and strategic outreach with an accent on B2B sales and relationship management. Focus on identifying new business opportunities, conducting online presentations, and maintaining accurate client records in Salesforce.

Location: Charlotte, North Carolina (Onsite)

Company

A leading provider of payment technology and software solutions for businesses worldwide.

What you will do

• Manage a portfolio of clients with significant annual net revenue value.
• Identify and qualify leads through cold calling, marketing programs, and proactive outreach.
• Conduct online presentations and respond to customer requests for information.
• Close sales and identify upselling opportunities within existing client accounts.
• Maintain detailed client records and interaction history in Salesforce.
• Stay updated on the evolving merchant payments industry and product portfolio.

Requirements

• High School Diploma or equivalent.
• Minimum 2 years of relevant experience in sales.
• Proven experience in B2B sales and cold calling.
• Effective communication and active listening skills.
• Ability to work independently on routine to moderately difficult assignments.
• Proficiency in CRM systems, specifically Salesforce.

Nice to have

• Expert knowledge of the merchant payment industry.
• Demonstrated track record of successful sales performance.

Culture & Benefits

• Full-time employment with a global industry leader.
• Opportunities for professional development in the fintech sector.
• Structured environment with clear performance expectations.
• Collaborative team culture focused on long-term customer relationships.