Sales Development Representative

Region: US Shift

About the Role:

Were looking for a high-energy, motivated Sales Development Representative (SDR) to join our growing go-to-market team. In this role, youll be responsible for identifying and engaging finance decision-makers at mid-sized enterprise companies and driving a qualified pipeline for our Account Executives. Youll play a critical role in shaping the first impression of our brand, educating prospects about our product, and helping us scale efficiently.

Key Responsibilities:

• Prospect into target accounts via email, cold calls, LinkedIn, and other outbound tactics to generate qualified leads.
• Respond to and qualify inbound interest, ensuring timely follow-up and alignment with ideal customer profiles.
• Understand our product offering and communicate its value to CFOs, Controllers, and finance teams.
• Book discovery calls and product demos for Account Executives, passing qualified opportunities through the pipeline.
• Work closely with sales and marketing to align outreach with campaigns, content, and personas.
• Maintain accurate data and activity tracking in CRM (e.g., HubSpot, Salesforce).
• Continuously test and improve messaging, cadences, and outreach strategies based on conversion data.

Qualifications:

• 13 years of experience in a B2B SDR, business development, or inside sales role (experience in SaaS, finance-related industries or Accounting is a plus).
• Strong communication skills, both written and verbal, with the ability to spark conversations and build rapport quickly.
• Comfortable working in a fast-paced, goal-oriented environment with clear KPIs.
• Organized, self-motivated, and eager to learn and grow within a high-performance sales team.
• Familiarity with sales tools such as Hubspot, Zoominfo, LinkedIn Sales Navigator and other sales tools.
• A curious mindset and genuine interest in financial technology and solving problems for finance teams.

What We Offer:

• Competitive base salary with performance-based incentives.
• Structured onboarding, ongoing training, and mentorship from experienced sales leaders.
• Clear career path into closing roles or other growth functions.
• Collaborative team culture that values transparency, ownership, and results.