Offer summary

Qualifications:

2-4 years of experience in B2B sales or as a Sales Development Representative (SDR) in FinTech or mortgage-related sales., Strong verbal and written communication skills for effective cold calling and emailing., Tech-savvy with familiarity in sales tools like HubSpot, Clay, and LinkedIn Sales Navigator., Motivated and persistent, comfortable with rejection and eager to learn..

Key responsabilities:

Conduct lead generation and prospecting by researching and reaching out to mortgage lenders, banks, and financial institutions.

Execute multi-channel outreach to secure meetings, personalizing efforts to engage decision-makers.

Track outreach efforts and results in HubSpot, providing weekly reports on lead generation performance.

Leverage AI tools to maximize outreach and follow up persistently with leads to ensure conversion.

Job description

📍 Location: Remote/Hybrid (U.S. based candidates)
📌 Department: Sales
🕒 Full-time

We are looking for a Sales Development Representative (SDR) who is excited about the future of AI and eager to build a career in technology-driven sales. This is an opportunity to join a high-growth startup at the forefront of AI-driven enterprise automation and gain hands-on experience in leveraging AI for sales success.

Why This Role?

AI-First Approach: Work at a startup where AI isn’t just a buzzword—it’s the core of everything we do.
Fast-Paced Growth: Get direct exposure to high-level sales strategies while working with AI-powered sales tools that give you an edge.
Tech-Savvy Sales Strategy: Use automation, data-driven insights, and AI-based prospecting to improve efficiency and performance.
Career Acceleration: Gain mentorship from senior sales leaders and the CEO, fast-tracking your path to closing enterprise deals.

Requirements

Lead Generation & Prospecting

Research and reach out to mortgage lenders, banks, and financial institutions.
Utilise Apollo, Clay, LinkedIn Sales Navigator, and cold email campaigns to build a strong pipeline.
Qualify inbound and outbound leads.

Cold Outreach & Client Engagement

Execute multi-channel outreach (email, LinkedIn, and phone calls) to secure meetings.
Personalise outreach efforts to maximise engagement with decision-makers.
Follow up persistently with leads to ensure conversion.
Leverage Saaf’s AI Agent and other AI tools to maximise your reach.

Pipeline & CRM Management

Track outreach efforts and results in HubSpot.
Provide weekly reports on lead generation performance and potential deal flow.

Requirements

Experience: 2-4 years in B2B sales/ SDR at a Fintech or mortgage/finance-related sales.
Hustle & Persistence: Must be highly motivated, comfortable with rejection, and eager to learn.
Communication Skills: Strong verbal and written communication for cold calling and emailing.
Tech-Savvy: AI- savvy, familiar with sales tools such as HubSpot, Clay, LinkedIn Sales Navigator.

Preferred Qualifications

Experience in mortgage tech or selling to banks, lenders.
Background in financial services, lending, or B2B SaaS sales.
Prior experience with email outreach, cold calling and high-volume outreach.

Location: Remote/Hybrid - U.S. Only

Strong preference for candidates based in New York for in-person networking.

Benefits

- Remote/ Hybrid work with a preference for NY-based candidates.

- Opportunities for professional growth in a fast-paced industry.

- Supportive and inclusive work culture

- Competitive salary with performance-based bonuses.

NOTE: This role is only open to candidates currently based in the U.S. and authorised to work without sponsorship. Applications from outside the U.S. will not be considered.

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