SDR: Qualify Leads & Drive Early Sales

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

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.