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Senior Sales Development Representative (Fintech)

In short

Senior Sales Development Representative role qualifying inbound interest, running discovery calls, and building outbound pipeline for strategic banking, fintech, brokerage, and payments accounts, then handing qualified prospects to Account Executives. Requires 2–3 years of B2B SaaS or fintech sales development experience, proficiency with Salesforce and outbound tooling, and strong communication and objection-handling skills. The role emphasizes prospect qualification against an ideal customer profile, stakeholder relationship building, and collaboration on messaging and targeting.

About the Role
You will qualify inbound interest, run discovery calls, and hand qualified prospects to Account Executives. You will conduct targeted outbound campaigns, build stakeholder relationships, identify prospect needs, book meetings, maintain Salesforce and outreach data, and collaborate on targeting, messaging, and qualification criteria.
Requirements
•2–3 years of B2B SaaS or fintech sales development experience.
•Proficiency with Salesforce and outbound tooling.
•Strong written and verbal communication skills.
•Comfort handling objections.
•Ability to qualify prospects against an ideal customer profile.
•Ability to refine approaches using feedback and data.
Responsibilities
•Respond to inbound interest from website, partnership, integration, and marketing channels.
•Run discovery calls and qualify prospects against the ideal customer profile.
•Create clean handoffs to Account Executives.
•Run outbound campaigns for strategic banking, fintech, brokerage, and payments accounts.
•Build relationships with multiple account stakeholders.
•Use warm paths and cold outreach to engage prospects.
•Identify pain points and book qualified meetings for Account Executives.
•Maintain accurate Salesforce and outreach-tooling data.
•Collaborate with Account Executives and marketing on targeting, messaging, and qualification criteria.
•Build knowledge of target-account decision-makers, priorities, and buying triggers.
Benefits
•Healthcare insurance with roughly 100% of employee premiums and a portion of spouse and child premiums covered in the U.S.
•Vision and dental insurance in the U.S.
•Equity opportunity.
•Maternity and paternity leave after 6 months.
•WeWork All Access membership.
•Yearly work-from-home stipend.
•Yearly learning and development stipend after 6 months.

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