Sales Development Representative (SDR), fintech

We’re hiring a Sales Development Representative (SDR) to join a fast-growing fintech company in Dallas, TX.

About the Role

We’re hiring a Sales Development Representative (SDR) to help build and qualify pipeline for our sales team. You’ll be the first point of contact for prospective customers, responsible for generating interest, qualifying needs, and booking high-quality meetings for Account Executives.

This role is ideal for someone who is competitive, coachable, highly organised, and excited to learn modern B2B sales—especially outbound prospecting, discovery, and consultative qualification.

Generate pipeline (outbound inbound)

• Prospect into target accounts via email, phone, LinkedIn, and other channels
• Follow up on inbound leads quickly and professionally
• Run multi-step sequences, test messaging, and improve conversion over time

Qualify and book meetings

• Conduct initial discovery calls to understand pain, urgency, and fit
• Identify stakeholders and route opportunities to the right AE
• Schedule meetings that are well-scoped, well-prepped, and high intent

Run a disciplined process

• Maintain strong CRM hygiene: accurate notes, activity logging, pipeline stages
• Collaborate with AEs on target accounts and multi-threading
• Keep a tight feedback loop with marketing on lead quality and conversion

Improve the playbook

• Share learnings from the field (objections, patterns, messaging)
• Help refine ICP, personas, talk tracks, and outbound sequences
• Contribute to building a scalable SDR engine

Experience & traits

• 0–2 years in a commercial role (SDR/BDR, customer-facing, recruiting, fundraising, or similar)
• Strong written and verbal communication—concise, confident, credible
• High activity tolerance: comfortable with daily outreach and rejection
• Coachable and eager to improve through feedback and repetition
• Organised: you can manage sequences, follow-ups, and prioritisation

Sales fundamentals

• Able to ask strong discovery questions and qualify accurately
• Comfortable speaking with senior stakeholders (manager/director level and above)
• Able to articulate value clearly and handle first-line objections

• Experience selling SaaS or services in a consultative motion
• Familiarity with CRM tools (HubSpot or Salesforce)
• Experience in education, HR, or other people/process-heavy industries
• Familiarity with outbound tools (Apollo, Outreach, Salesloft, LinkedIn Sales Navigator)

• Competitive base salary variable commission tied to meetings/pipeline outcomes
• Clear promotion path (SDR → Senior SDR → AE or SDR Manager, based on performance)
• Benefits and paid time off (role/company dependent)
• Training, coaching, and a strong operating cadence

Send your resume and a brief note covering:

• why you’re excited about outbound sales
• what “winning” looks like to you
• any evidence of grit (sports, leadership, high-performance environments, etc.)

• 0–2 years in a commercial, customer-facing, or high-output role (e.g., SDR/BDR, recruiting, fundraising, customer success, sales associate)
• Demonstrated ability to hit activity/output targets (calls, emails, meetings, leads, etc.)
• Strong written communication (concise, structured emails/LinkedIn messages)
• Strong verbal communication and confidence speaking with senior stakeholders
• Comfortable with high-volume outbound (cold email/call/LinkedIn) and handling rejection
• Ability to run first-call qualification: identify pain, urgency, stakeholders, and fit
• High levels of organisation and follow-through (sequences, follow-ups, prioritisation)
• Coachability: takes feedback, improves quickly, and enjoys repetition
• Basic CRM discipline: logs activity, writes clean notes, updates stages accurately

• Prior SDR/BDR experience in B2B SaaS or consultative services
• Familiarity with qualification frameworks (e.g., MEDDICC, BANT)
• Experience selling into education / public sector / HR-tech (or another multi-stakeholder environment)
• Experience with common sales tools: HubSpot/Salesforce, Apollo, Outreach/Salesloft, LinkedIn Sales Navigator
• Evidence of building repeatable outbound motions (sequencing, A/B testing messaging)
• Experience multi-threading into accounts (engaging multiple personas/stakeholders)

• Competitive base uncapped commission with clear performance upside.
• Structured onboarding and mentorship from elite leaders.
• Accelerated path to Account Executive and beyond - your growth is our priority.
• Work that matters – every conversation you lead helps clinicians deliver better care.

Apply now. Only exceptional candidates will be considered.

FINAEMM