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Sales Development Representative - Financial Solutions

Role overview

Qualifications

  • 1–2 years of experience in sales, lead generation, customer success, or related fields
  • Excellent communication and interpersonal skills
  • Results-oriented and motivated by metrics, growth, and achievement
  • Accounting acumen and strong understanding of accounting principles

Responsibilities

  • Conduct warm outreach via phone, email, and LinkedIn to re-engage dormant leads
  • Lead consultative sales conversations to understand prospect needs and close business
  • Utilize Salesforce to manage outreach activity and maintain accurate records
  • Provide insights and feedback on lead quality and campaign effectiveness

Key facts

Hard skills

Other skills

  • Sales
  • Communication
  • Detail Oriented
  • Teamwork
  • Self-Motivation
  • Physical Flexibility

About the company

BELAY logo

BELAY

Staffing & Recruiting

Most leaders struggle to staff with the right people as they grow. They need a team, but let’s face it – hiring is complicated. Not anymore. BELAY has the right person ready to help you grow your business – without the added stress of having to do everything on your own. A 100% remote leading virtual staffing solutions company, BELAY was established in 2010 and since then, we’ve won countless awards for our culture and employee satisfaction. Our proprietary matching process pairs our clients with contractors who are accepted by standards more rigorous than Harvard's, only accepting just over 3% of those who apply. Our mission is to glorify God by providing solutions that equip their clients with the confidence to climb higher – and their virtual support teams will do just that. So now, instead of managing minutia better left to someone else, leaders can spend more time doing what only they can do: Growing their organization. Virtual Assistants Our Virtual Assistants are dedicated, proven professionals who bring experience and expertise to everyone they serve with a knack for being resourceful, helpful and proactive, and a gift for organization, planning and problem-solving. Accounting Services Most people don’t love spreadsheets – but some do. For those who don’t, our Virtual Bookkeepers and Accounting Clerks arm our clients with clear, simple, and updated financial information. Have financials so good your CPA sheds a tear. Social Media Managers These are professionals who live and breathe social media. We’re talking people for whom every ping, ding and red-badge notification gives them anticipatory butterflies as they eagerly engage with your clients – and future clients – online.

Company details

Company typeSME
IndustryStaffing & Recruiting
Company size201 - 500

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Job description

Job Title: Sales Development Representative - Financial Solutions
Reports to: Director of Sales, Financial Solutions

BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Financial Specialists. We are a fast-paced team of high performers that work extremely hard but also know how to have a great time. Culture is a top priority and our values are lived out daily.

Who is BELAY? Click here and enjoy!

**Candidates must reside in U.S. Eastern or Central time zones due to occasional in-person meetings & travel requirements - with preference in the Atlanta Metro Area**  
 

Job purpose  

The Sales Development Representative (SDR) - Financial Solutions plays a key role in driving BELAY’s growth by reconnecting with warm and dormant financial solutions leads to generate new business opportunities. This entry-level sales position is designed to develop strong foundational sales skills while providing critical support to the inbound sales team. The SDR will proactively engage prospects who have previously expressed interest in BELAY’s services, creating authentic connections, uncovering needs, and converting qualified leads into new clients.

Duties and responsibilities

As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values daily, fostering a collaborative and positive team environment.

Key Responsibilities

  • Conduct warm outreach via phone, email, and LinkedIn to re-engage dormant leads and Marketing Qualified Leads (MQLs)
  • Lead consultative sales conversations to understand prospect needs, present tailored solutions, address objections, and close business
  • Utilize Salesforce to manage outreach activity, track pipeline progression, and maintain accurate records
  • Nurture early-stage leads through strategic, value-driven communication
  • Partner with Solutions Consultants and Marketing to enhance lead conversion rates and ensure message alignment
  • Consistently meet or exceed weekly outreach, meeting, and conversion goals
  • Provide insights and feedback on lead quality, market trends, and campaign effectiveness
  • Represent BELAY with professionalism, enthusiasm, and a brand-aligned presence
  • Manage the full sales cycle — from initial outreach through follow-up, conversion, and close

Qualifications

This role requires a motivated and trustworthy self-starter with strong communication and technological skills who thrives both independently and on a team. Our ideal corporate team member is flexible, creative, well-organized and ready to roll up their sleeves to get the job done!

  • Accounting acumen is required, with a strong understanding of accounting principles and processes, to identify opportunities within BELAY’s Financial Solutions offerings.
  • 1–2 years of experience in sales, lead generation, customer success, or related fields (entry-level candidates are encouraged to apply)
  • Excellent communication and interpersonal skills, comfortable engaging prospects via phone and video
  • Results-oriented and motivated by metrics, growth, and achievement
  • Highly organized with strong follow-through and attention to detail
  • Experience with Salesforce or a similar CRM is a plus
  • Positive, resilient, and curious, with a desire to learn and thrive in a fast-paced environment 

Working conditions

BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time, non-exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization.

Physical requirements

This position does not have any physical requirements at this time.

Direct reportsN/A

None

Disclaimer

This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.

Legal Disclosures

Pay Range: $24.00 / hour + Commission

Starting Pay Range: Starting pay is stated above

Other Types of Pay: Commission

Health Insurance: Medical, dental, vision, life, and disability insurance are available to eligible employees. BELAY covers 70% of employee premiums and 65% of dependent premiums for medical, and 70% of employee premiums for dental and vision. Company-paid life insurance ($15,000 coverage) and short-term/long-term disability coverage (STD: 60% of weekly earnings up to $1,500; LTD: 60% of monthly earnings up to $10,000) are provided at no cost to full-time employees.

Retirement Benefits: 401(k) plan through Vanguard, with a 4% discretionary employer match. Employees are eligible after 90 days of employment.

Paid Time Off: Full-time (40 hr/week) employees receive 15 days of PTO annually; full-time (30 hr/week) employees receive 12 days. Additional PTO is awarded at 3- and 5-year tenure milestones.

Paid Holidays: 12 paid holidays annually (New Year’s Day, Martin Luther King Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday of the employee’s choosing).

Paid Sick Leave: Full-time employees’ PTO accrual generally satisfies state and local paid sick leave requirements in the states where BELAY hires. BELAY follows all state specific requirements.

Method of Application: Apply online via the link provided in this posting.

Application Window: The posting will remain open until filled.

Contact Information: Questions regarding this posting may be directed to [email protected].

EEO Statement: BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.

Location Requirements:

This role is remote within the U.S. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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