AI-Powered SDR for Fintech & Finance Ops

Jobtailor; Raleigh (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor in Raleigh, NC seeks a proactive SDR/BDR to drive outbound sales in AI-driven finance tech. You will research target accounts, craft personalized campaigns, and engage CFOs and finance leaders.

You will leverage Salesforce, Outreach, ZoomInfo, and LinkedIn Navigator, test messaging, and collaborate with Account Executives to build pipeline. Strong curiosity, adaptability, and collaboration are essential for success.

Qualifications

• Excellent written, verbal, and interpersonal communication skills.
• Curiosity and ability to learn new technology, business concepts, and industries.
• Genuine interest in AI and how it is changing business operations.
• Analytical and resourceful approach to prospecting and problem-solving.
• Ability to understand a prospect's business and tailor messaging.
• Strong organization and prioritization skills.
• Comfortable experimenting with new tools, approaches, and messaging.
• Willingness to use AI in everyday workflow and improve productivity and effectiveness.
• Collaborative, team-oriented mindset.
• Resilience and persistence.
• Track record of setting and achieving goals in performance-oriented environments.
• Entrepreneurial mindset and enthusiasm for fast-moving companies.
• 1+ year SDR/BDR or other outbound sales experience is a plus.
• Experience selling SaaS/fintech/accounting tech is a plus.

Responsibilities

• Research target accounts using AI, data, and sales intelligence tools.
• Identify high-value prospects, stakeholders, business priorities, and opportunities.
• Develop personalized outbound campaigns across email, phone, LinkedIn, and other channels.
• Leverage AI to accelerate research, messaging, pattern identification, personalization, and prospecting effectiveness.
• Build strategic account strategies.
• Engage CFOs, Controllers, AP leaders, and other finance stakeholders.
• Develop expertise in AI, autonomous finance, AP automation, and accounting technology.
• Understand mid-market and enterprise finance organizations, processes, systems, challenges, and priorities.
• Qualify inbound and outbound prospects and create sales opportunities for Account Executives.
• Manage prospecting pipeline and activity through Salesforce, Outreach, ZoomInfo, and LinkedIn Sales Navigator.
• Improve workflows, productivity, and effectiveness using AI and automation.
• Test messaging, targeting, and prospect engagement approaches using data.
• Partner with Account Executives and Sales leadership on account strategies and pipeline.
• Share prospect feedback and market insights with Sales, Marketing, Product, and leadership.
• Achieve and exceed pipeline, opportunity, and activity goals.

Skills

Excellent communication

Learning agility

AI interest

Analytical mindset

Prospecting messaging

Organizational skills

Experimentation

Team collaboration

Resilience

Goal oriented

Entrepreneurial mindset

Outbound sales experience

Tools

Salesforce

Outreach

ZoomInfo

LinkedIn Sales Navigator

Job description

Jobtailor in Raleigh, NC seeks a proactive SDR/BDR to drive outbound sales in AI-driven finance tech. You will research target accounts, craft personalized campaigns, and engage CFOs and finance leaders.

You will leverage Salesforce, Outreach, ZoomInfo, and LinkedIn Navigator, test messaging, and collaborate with Account Executives to build pipeline. Strong curiosity, adaptability, and collaboration are essential for success.