Remote SDR for Fintech SMB Financing

Forward Financing; Boston, Northern (MA, KY); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

medical

dental

vision

commuter benefits

a flexible time-off policy

paid parental leave

401k match for US employees

wellness reimbursement

volunteering days

annual professional development budget

charitable donation match

Job summary

Forward Financing, a Boston-based fintech, seeks a Sales Development Representative to own early revenue funnel, prospect previously approved customers, convert partial applications, and drive submission rates. You’ll handle warm and cold leads, uncover blockers, and guide prospects toward completing a financing application.

You’ll operate in a fast-paced, high-volume environment, using Dialpad, Salesforce, and Tableau to track activity, hit outbound call targets, and collaborate with sales,

Qualifications

• Experience in a sales, lead generation, or customer engagement role.
• Relentless follow-up game.
• Comfortable using Dialpad, Salesforce, and Tableau.
• Able to juggle multiple conversations, stay organized, and follow internal processes and guidelines.
• Preferred: Background in application-based conversion flows (funding, insurance, etc.)

Responsibilities

• Speak with business owners to assess goals, address questions, and present funding options as a solution to their business needs.
• Master a high-volume auto-dialer environment, maintaining the stamina to deliver high-quality pitches on the 100th call of the day as effectively as the 1st.
• Educate prospects on our product, the submission process, and the value proposition of our funding.
• Drive urgency and clear call-to-actions to maximize submission volume.
• Track lead activity, status, and outcomes in Salesforce.
• Collaborate closely with the Manager, Direct Sales, Marketing, and Product for funnel improvements.
• Your success is measured by hard data.
• We expect the following: Consistent daily attainment of outbound call volume, talk time, and multi-channel touchpoints (SMS/Email).
• Monthly and quarterly revenue/KPI targets are treated as a floor, not a ceiling.
• Consistent Pipeline and Funnel Management - maintaining frequency and activity on potential leads and keeping all notes up to date in CRM (Salesforce).
• Ability to adapt in an evolving environment and team, and a willingness to shift focus on the fly

Skills

Sales experience

Lead generation

Customer engagement

Multi-tasking

Effective communication

Tools

Dialpad

Salesforce

Tableau

Job description

Forward Financing, a Boston-based fintech, seeks a Sales Development Representative to own early revenue funnel, prospect previously approved customers, convert partial applications, and drive submission rates. You’ll handle warm and cold leads, uncover blockers, and guide prospects toward completing a financing application.

You’ll operate in a fast-paced, high-volume environment, using Dialpad, Salesforce, and Tableau to track activity, hit outbound call targets, and collaborate with sales,