Sales Development Specialist

About the Role :

We’re looking for a high-energy, motivated Sales Development Representative (SDR) to join our growing go-to-market team. In this role, you’ll be responsible for identifying and engaging finance decision-makers at mid-sized enterprise companies and driving a qualified pipeline for our Account Executives. You’ll 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 :

1–3 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.