Sales Development Representative

BusinessLoans.com; Charleston (SC); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services company in Charleston, South Carolina is looking for a motivated Sales Development Representative (SDR) to manage inbound leads and qualify them for Account Executives. The ideal candidate should have a strong phone presence, excellent communication skills, and the ability to organize merchant documentation efficiently. This role is essential in creating a professional early sales experience, focusing on detail-oriented tasks and follow-ups, ensuring the AEs receive well-prepared opportunities.

Qualifications

• 1+ year of experience in sales development or related fields.
• Ability to manage a high volume of leads and follow-ups.
• Strong phone presence and ability to build rapport quickly.

Responsibilities

• Qualify inbound leads promptly via phone, email, and SMS.
• Conduct initial discovery calls to understand merchant needs.
• Request and organize required merchant documentation.
• Maintain clean, well-documented records in the CRM.

Skills

Strong phone presence

Highly organized

Excellent verbal communication skills

Detail-oriented

Tools

CRM systems (Salesforce, HubSpot)

Job description

Overview

We are seeking a motivated and detail-oriented Sales Development Representative (SDR) to support our sales pipeline by qualifying inbound leads, gathering required documentation, facilitating discovery calls, and scheduling qualified merchants with our Account Executives (AEs). This role sits at the front end of the sales process and is essential to creating a smooth, professional experience for prospective merchants while ensuring our AEs receive well-qualified, well-prepared opportunities.

About the Role

This role sits at the front end of the sales process and is essential to creating a smooth, professional experience for prospective merchants while ensuring our AEs receive well-qualified, well-prepared opportunities.

Responsibilities

• Lead Qualification & Discovery
• Contact inbound leads promptly via phone, email, and SMS
• Conduct initial discovery calls to understand the merchant’s business, funding needs, and eligibility
• Ask qualifying questions related to revenue, time in business, credit profile, and funding purpose
• Clearly explain BusinessLoans.com’s process, products, and next steps
• Request, collect, and organize required merchant documentation (e.g., bank statements, applications, IDs)
• Ensure all documents are complete, accurate, and compliant before advancing leads
• Follow up persistently and professionally with merchants to obtain missing or updated documents
• Maintain clean, well-documented records in the CRM
• Schedule qualified merchants for meetings or calls with Account Executives
• Prepare merchants for AE conversations by setting expectations and confirming documentation
• Coordinate calendars and ensure smooth handoffs between SDRs and AEs
• Communicate relevant merchant details and insights to AEs prior to scheduled calls
• Accurately log all activities, notes, and documents in the CRM
• Maintain up-to-date lead statuses and follow-up tasks
• Meet or exceed daily activity, contact, and qualification goals

Qualifications

• 1+ year of experience in sales development, inside sales, or customer qualification (finance or lending experience a plus)
• Strong phone presence and ability to build rapport quickly
• Highly organized with strong attention to detail
• Comfortable requesting sensitive financial documents in a professional manner
• Excellent verbal and written communication skills
• Ability to manage a high volume of leads and follow-ups
• Experience using CRM systems (Salesforce, HubSpot, or similar preferred)
• Self-motivated, coachable, and goal-oriented

Required Skills

• Strong phone presence and ability to build rapport quickly
• Highly organized with strong attention to detail
• Excellent verbal and written communication skills

Preferred Skills

• Experience using CRM systems (Salesforce, HubSpot, or similar preferred)
• 1+ year of experience in sales development, inside sales, or customer qualification (finance or lending experience a plus)

What Success Looks Like

• High document completion and qualification rates
• Consistently well-prepared merchants handed off to Account Executives
• Strong show rates for scheduled discovery and AE calls
• Positive merchant feedback on the early sales experience