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Sales Development Representative (SDR) - FinTech

Remote:

Full Remote

Work from:

Costa Rica, California (USA), United States

Offer summary

Qualifications:

Prior experience in sales roles preferably BDR, Exceptional English communication skills, Tech-savvy with CRM tools, None.

Key responsabilities:

Develop and maintain client relationships
Qualify leads through inbound and outbound efforts

Scale Up Recruiting Partners Human Resources, Staffing & Recruiting Startup https://scaleup-rp.com/

2 - 10 Employees

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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 provides a comprehensive technology solution designed to optimize the operations of credit teams. With their advanced trade credit platform, businesses can quickly onboard customers, make precise credit approvals, and proactively manage risks—all through a single integrated system.

Their streamlined Trade Credit Application Management process simplifies what once took days or weeks into just minutes. This not only boosts revenues but also reduces risks, empowering finance teams to work more efficiently.

Their technology helps clients develop top-tier credit departments, transforming finance teams into significant competitive assets.

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

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.
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.
Achieve KPIs: Meet a monthly target of demos booked, consistently tracking progress and adapting strategies to meet goals.
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.
Pipeline Growth: Take ownership of the initial stages of the sales process, ensuring a healthy pipeline through constant prospecting, follow-up, and outreach.

Requirements

Experience: Prior experience as a BDR or similar sales role, preferably working with English-speaking companies.
Language Skills: Exceptional English communication skills (spoken and written) with minimal to no accent
Cold Calling: Confidence and skill in cold calling.
Location: Based in LATAM with a reliable internet connection.
Tech Savvy: Comfortable using tools like ZoomInfo, Apollo, and HubSpot.
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!