What are the responsibilities and job description for the Sales Development Representative position at Stage 2 Capital?
Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions.
Our AI workflow and analytics platform for lenders is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system.
Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business.
Summary
We are looking for passionate, hard-working Sales Development Representative to join our growing sales team. Candidates must have proven experience prospecting for new business. The ideal candidate has an early track record of success, is comfortable speaking about a technical product, and is eager to build a career in sales.
This is a hybrid position. However, candidates must be based in the New York City area as this role requires being on-site at our office on a hybrid basis.
What You’ll Do
The full-time salary range for this role is between $60,000 - $90,000 commission equity benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location.
Disclosure as required by N.Y.C. Admin. Code
We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact.
Our Culture Is Grounded In Four Core Values
Empathy – Understand and serve with compassion
Curiosity – Explore new ideas and question the status quo
Humility – Listen, be grounded, and remain open-minded
Ownership – Love what you do, work hard, and deliver excellence
We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.
We look forward to building the future of lending together.
Our AI workflow and analytics platform for lenders is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system.
Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business.
Summary
We are looking for passionate, hard-working Sales Development Representative to join our growing sales team. Candidates must have proven experience prospecting for new business. The ideal candidate has an early track record of success, is comfortable speaking about a technical product, and is eager to build a career in sales.
This is a hybrid position. However, candidates must be based in the New York City area as this role requires being on-site at our office on a hybrid basis.
What You’ll Do
- Generating qualified sales meetings for senior sales reps
- Making sales calls: cold and warm
- Attending networking events and conferences
- Prospecting on LinkedIn using Sales Navigator
- Identifying the needs of prospective clients
- Setting up the sales team for success on your accounts
- Meticulously tracking your work
- Bachelor's Degree in business or related field
- 1 year of recent experience working as a SDR or BDR in the B2B space
- 1 year of experience working in SaaS
- Savvy at using prospecting tools such as LinkedIn Sales Navigator and Outreach.io
- Expertise managing a pipeline in Salesforce
- Comfortable cold calling & approaching strangers at a conference
- Excellent communication skills
- Proficiency in Excel/Google Sheets
- Eagerness to learn; open to coaching
- Excited to work in a fast-paced start-up environment
- Strong understanding of API based work
- B2B FinTech experience
- Worked for a hypergrowth-startup company
The full-time salary range for this role is between $60,000 - $90,000 commission equity benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location.
Disclosure as required by N.Y.C. Admin. Code
- 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City.
We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact.
Our Culture Is Grounded In Four Core Values
Empathy – Understand and serve with compassion
Curiosity – Explore new ideas and question the status quo
Humility – Listen, be grounded, and remain open-minded
Ownership – Love what you do, work hard, and deliver excellence
We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.
We look forward to building the future of lending together.