Sales Development Representative
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Sales Development Representative (SDR): Prospect, qualify, and educate small business customers on ’s modern 401(k) solution with an accent on high-volume lead generation, CRM-based pipeline management, and cross-functional handoff to the sales team. Focus on communicating complex value propositions clearly and continuously improving outreach effectiveness in a fast-paced, target-driven environment.
Location: Lindon, Utah; 4 days per week in the office (Mon–Thu) and flexibility to work remotely on Friday
Compensation: $20.50–$21.64 base salary (hourly) plus a variable target of $30,000
Company
is a high-growth fintech company helping small and medium-sized businesses offer retirement benefits.
What you will do
- Identify and research potential small business customers via cold calling, email outreach, social media, and networking events.
- Engage prospects to understand needs and qualify leads against predetermined criteria.
- Educate prospects on the value proposition of a modern 401(k) for small businesses and their employees.
- Manage and prioritize a high volume of leads in a CRM, tracking interactions and ensuring timely follow-up through the sales funnel.
- Collaborate with sales and cross-functionally with marketing, growth, and revenue teams to improve lead generation strategies.
- Stay current on industry trends, competitors, and market dynamics to refine sales techniques and product knowledge.
Requirements
- Proven experience in sales, business development, or customer-facing roles, preferably in a B2B environment.
- Excellent verbal and written communication skills with the ability to explain complex concepts clearly and persuasively.
- Strong interpersonal skills and ability to build rapport quickly with business owners and other decision-makers.
- Growth mindset and results-driven, self-motivated approach in a fast-paced, target-driven environment.
- Experience using Salesforce.com, Outreach, and/or other CRM tools.
- Prior experience in financial services, fintech, and/or SaaS.
Nice to have
- 1+ year of experience in a corporate environment.
- Experience with 401(k), payroll, or HCM.
Culture & Benefits
- Office-based schedule: 4 days per week in Lindon (Mon–Thu) with flexibility to work remotely on Friday.
- 401(k) with dollar-for-dollar employer match up to 4% and $0 plan fees.
- Health, dental, and vision insurance; competitive time off and parental leave.
- Wellness and financial support tools (e.g., mental health support, student loan resources, and financial wellness resources).
- Monthly work-from-home stipend and quarterly lifestyle stipend.
- Team-building experiences including virtual events and team offsites.
Hiring process
- Interviews to evaluate sales communication, qualification approach, and CRM-driven pipeline management.
- Assessment of fit with fast-paced, target-driven work and collaboration with sales and cross-functional teams.
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