AI Fintech SDR: Drive Enterprise Partnerships & ROI

Krew; San Francisco (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A tech-driven financial services firm in San Francisco is seeking a Sales Development Representative to drive partnerships with financial institutions. This role involves engaging senior stakeholders and developing business cases tailored to each prospect. Ideal candidates will have experience in sales, strong communication skills, and an analytical mindset. This position offers a unique opportunity to work at the intersection of AI and finance, contributing to innovative credit-servicing solutions.

Qualifications

• At least 1+ years of experience in sales, customer service, or business development.
• Strong written and verbal communication skills, with comfort engaging senior stakeholders.
• Analytical mindset with the ability to understand and communicate value, metrics, and ROI.

Responsibilities

• Identify, research, and engage prospective financial institution partners across banks, lenders, and fintechs.
• Develop clear business cases and ROI calculations tailored to each prospect's portfolio.
• Engage senior decision-makers to drive product adoption and partnerships.
• Run high-quality outbound and inbound outreach via email, phone, and video.
• Build a deep understanding of Krew’s AI agents and credit-servicing workflows.
• Maintain accurate pipeline data and insights in CRM tools.
• Share feedback from the market to inform product development.

Skills

Sales experience

Customer service skills

Communication skills

Analytical mindset

Tools

CRM tools (Salesforce, HubSpot)

Job description

A tech-driven financial services firm in San Francisco is seeking a Sales Development Representative to drive partnerships with financial institutions. This role involves engaging senior stakeholders and developing business cases tailored to each prospect. Ideal candidates will have experience in sales, strong communication skills, and an analytical mindset. This position offers a unique opportunity to work at the intersection of AI and finance, contributing to innovative credit-servicing solutions.