Sales Development Representative

Fazeshift; San Francisco (CA); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health coverage

Equity

401k matching

Flexible time off

In-office SF

Job summary

Fazeshift is seeking a Sales Development Representative to be the first conversation with CFOs and finance leaders. You’ll research target accounts, start conversations through outbound and inbound channels, and book qualified meetings for our Account Executives.

This early go-to-market role offers room to shape our outbound playbook, collaborate with founders and AEs, and grow into a closing role as the company scales in the Bay Area.

Qualifications

• 1–2 years in a quota-carrying SDR/BDR role, ideally B2B SaaS.
• Track record of hitting or beating meeting and pipeline targets.
• Clear, concise writing and confidence on cold calls.
• Curiosity about how finance teams work, and ability to speak credibly to senior finance buyers.
• Comfort with a high-volume, fast-changing startup environment — you take feedback and adjust quickly.
• Organized and data-driven: you track your numbers and know what's working.

Responsibilities

• Prospect into mid-market and enterprise finance teams — CFOs, VPs of Finance, controllers and AR managers — through email, phone, LinkedIn and events
• Research accounts and personas to write sharp, relevant outreach about AR pain: slow collections, high DSO, manual reconciliation
• Respond quickly to inbound leads and qualify them on need, timing, authority and fit
• Book discovery meetings for Account Executives and hand off clean context on every opportunity
• Build and iterate on sequences, testing messaging and reporting what converts
• Keep HubSpot accurate and up to date on activity, pipeline and notes
• Share market feedback with product and marketing to sharpen our positioning

Skills

Quota-carrying SDR

B2B SaaS experience

Clear writing

Cold calling

Finance buyer empathy

Data-driven

Tools

HubSpot

Apollo

Clay

Job description

About Fazeshift

Fazeshift builds AI agents that run accounts receivable for finance teams. Our agents connect to the ERP, CRM, email and payment systems a company already uses, then handle invoicing, payment reconciliation, collections outreach and system updates — automating more than 90% of manual AR work and cutting days sales outstanding.

We're based in San Francisco and backed by F-Prime, Gradient, Y Combinator and others, with $22M raised to date (PYMNTS). Customers include Sigma Computing, Snyk, Meter and Clipboard Health, and revenue grew 12x over the past year.

The role

As a Sales Development Representative, you'll be the first conversation many CFOs, controllers and AR leaders have with Fazeshift. You'll research target accounts, start conversations through outbound and inbound channels, and book qualified meetings for our Account Executives.

This is an early go-to-market seat at a fast-growing company. You'll help shape our outbound playbook and messaging, work closely with founders and AEs, and have a clear path into a closing role.

Location: San Francisco, in office · Reports to: Business Development Manager · Type: Full-time

What you'll do

• Prospect into mid-market and enterprise finance teams — CFOs, VPs of Finance, controllers and AR managers — through email, phone, LinkedIn and events

• Research accounts and personas to write sharp, relevant outreach about AR pain: slow collections, high DSO, manual reconciliation

• Respond quickly to inbound leads and qualify them on need, timing, authority and fit

• Book discovery meetings for Account Executives and hand off clean context on every opportunity

• Build and iterate on sequences, testing messaging and reporting what converts

• Keep HubSpot accurate and up to date on activity, pipeline and notes

• Share market feedback with product and marketing to sharpen our positioning

What we're looking for

• 1–2 years in a quota-carrying SDR/BDR role, ideally B2B SaaS

• A track record of hitting or beating meeting and pipeline targets

• Clear, concise writing and confidence on cold calls

• Curiosity about how finance teams work, and the ability to speak credibly to senior finance buyers

• Comfort with a high-volume, fast-changing startup environment — you take feedback and adjust quickly

• Organized and data-driven: you track your numbers and know what's working

Nice to have

• Experience selling to finance, accounting or fintech buyers

• Familiarity with ERPs (NetSuite, Sage Intacct, QuickBooks) or billing tools

• Experience at an early-stage or YC startup

• Hands-on with HubSpot, Apollo, Clay or similar prospecting tools

Compensation and benefits

• Competitive compensation, matching the market rate in the Bay Area

• Meaningful equity in a fast-growing, venture-backed company

• Health, dental and vision coverage

• 401k Matching

• Flexible Time Off

Why Join Us?

• Momentum. Revenue grew 12x over the past year, and Fazeshift recently raised a 17MSeriesA(22M total). Strong growth signals with plenty of open territory and room to move up.

• Take advantage of the incredible sales enablement tools, buyer intent signals,

• Talking to senior buyers. SDRs here pitch CFOs and controllers, not just junior staff. That’s the fastest way to build the skills needed for closing deals.

• Early go-to-market impact. Help write the outbound playbook instead of just following one. Room for creativity, freedom of autonomy, and plenty of recognition from your success.

• Next Level Support. Amazing Sales Enablement support that aligns you with leads that fit our ICP that display tangible buyer intent signals.

• Standardized Success. Join a team of proven, highly collaborative quota crushers averaging over 108% attainment.