Sales Development Representative - job 1 of 3

Our client is looking for a Sales Development Representative (SDR) to join their financial services team. They specialize in providing flexible funding solutions such as working capital and equipment financing, helping businesses across industries meet growth and operational needs. By combining data-driven insights with personalized service, they ensure clients access the right funding at the right time.

Location:

Fully-Remote, 9 AM - 5 PM EST

Role Overview:
As a Sales Development Representative (SDR), you will play a key role in driving business growth by reaching out to B2B clients through outbound efforts. Your focus will be on engaging warm and hot leads, as well as re-engaging old leads, using both phone and email communication. The primary objective of this role is to qualify prospects interested in securing funding and guide them through the process of completing funding applications. This position requires a proactive self-starter with strong results orientation, excellent relationship-building skills, and a commitment to consistent lead generation.

Key Responsibilities:

Outbound Outreach & Lead Generation

• Conduct outreach to B2B clients, using both phone calls and email campaigns to engage prospects.

• Re-engage old leads and follow up with warm and hot leads to rekindle interest and drive them through the qualification process.

• Re-engage with leads who submitted an application but did not submit bank statements (which are needed for underwriting).

Lead Qualification & Funding Application

• Qualify leads by assessing their interest in funding solutions and guiding them through the necessary steps to fill out funding forms.

• Ensure a high level of accuracy when gathering and documenting lead information.

CRM Management & Reporting

• Maintain accurate records of all interactions in the CRM, tracking lead progression and follow-up actions.

• Report on outreach efforts, including conversion rates, meetings booked, and lead status updates.

Collaboration with Sales Team

• Work closely with the sales team to ensure that qualified leads are properly handed off for further engagement and processing.

• Assist the sales team with any additional information or materials required to close deals.

Proactive Approach & Focus

• Be proactive in reaching out to prospects and maintaining focus on consistently meeting lead generation and qualification goals.

• Stay organized, ensuring timely follow-ups and meeting daily, weekly, and monthly targets.

Qualifications:

Experience

• 1–3 years of experience in sales development or lead generation, preferably in B2B sales.

• Background in outreach, cold calling, and email marketing.

Skills

• Strong verbal and written communication.

• Ability to manage multiple leads while staying organized.

• Proficiency with CRM systems.

• Goal-oriented, proactive, and able to work independently in a fast-paced environment.

• Passion for helping businesses secure funding and contributing to company growth.

What Success Looks Like:

• Consistently meeting or exceeding lead qualification and conversion targets.

• Successful re-engagement of old leads and nurturing of warm/hot leads to drive action.

• High-quality leads that meet the funding requirements and successfully fill out funding applications.

• Positive feedback from the sales team about the quality and readiness of leads.

Opportunity:
This is a fantastic opportunity to join a growing financial services company that is dedicated to helping businesses thrive. As an SDR, you will have the chance to be part of a motivated team, build valuable skills in the financial industry, and contribute to a company that helps businesses access the funding they need to grow and succeed. If you are a focused, self-driven individual with a passion for sales and helping businesses, we encourage you to apply!

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets