Sales Development Representative – FinTech

ScaleUp; United States; Remote; USD 10,000 - 60,000; Full time

Job summary

An innovative firm in the FinTech sector is seeking a proactive Sales Development Representative to join their B2B SaaS team. This role focuses on generating and qualifying leads primarily in the U.S. and Canadian markets, engaging with accountants to promote a cutting-edge trade credit platform. The successful candidate will leverage their cold calling skills and CRM tools to nurture relationships and book product demos. Join a dynamic team that empowers finance departments with technology designed to enhance efficiency and minimize risks, making a significant impact in the industry.

Qualifications

• Proven experience in a sales role, ideally as a BDR.
• Strong cold calling skills, as it constitutes a significant part of the role.

Responsibilities

• Build and maintain relationships with prospective clients in accounting.
• Engage leads through inbound and outbound outreach to qualify them.

Skills

Cold Calling

Lead Qualification

Relationship Building

CRM Management

Sales Strategy Adaptation

Education

Experience in Sales

Background in Finance or Accounting

Tools

ZoomInfo

Apollo

HubSpot

Job description

Hi there! We are Scale Up and our client is looking for a Sales Development Representative in the FinTech industry!

About the Company:

Our client offers an all-in-one technology solution tailored to enhance the efficiency of credit teams. Their cutting-edge trade credit platform enables businesses to seamlessly onboard customers, make accurate credit decisions, and proactively mitigate risks—all within a unified system.

By streamlining the Trade Credit Application Management process, they reduce tasks that once required days or weeks to just minutes. This accelerates revenue growth while minimizing risk, allowing finance teams to operate with greater efficiency.

Their innovative technology supports clients in building high-performing credit departments, turning finance teams into key strategic advantages.

About the Position:

We are looking for a proactive and self-driven Sales Development Representative (SDR) to join our expanding B2B SaaS team. In this role, you will be responsible for generating and qualifying leads primarily for the U.S. and Canadian markets. You will focus on engaging with accountants to introduce our software and schedule product demos, utilizing both inbound leads from conferences and outbound efforts.

Responsibilities:

1. Relationship Building: Develop and maintain strong relationships with prospective clients in the accounting industry, nurturing them through the sales process until they book a demo.
2. Lead Qualification & Outreach: Engage with leads from both inbound sources (conferences, webinars) and cold outreach (via calls and emails), qualifying them and ensuring they are ready for a demo.
3. Achieve KPIs: Meet a monthly target of demos booked, consistently tracking progress and adapting strategies to meet goals.
4. CRM Management: Utilize tools such as ZoomInfo, Apollo, and HubSpot to manage leads, track outreach efforts, and ensure smooth pipeline progression. While the systems are still being refined, your input will help optimize their use.
5. Pipeline Growth: Take ownership of the initial stages of the sales process, ensuring a healthy pipeline through constant prospecting, follow-up, and outreach.

Requirements:

1. Experience: Prior experience as a BDR or similar sales role, preferably working with English-speaking companies.
2. Language Skills: Native English level.
3. Cold Calling: Confidence and skill in cold calling, since it will be 80% of your time work.
4. Location: Based in LATAM with a reliable internet connection.
5. Tech Savvy: Comfortable using tools like ZoomInfo, Apollo, and HubSpot.
6. Background: Finance, accounting, or business is not required, but it would be an asset.

If this opportunity sounds good to you, send us your resume!