Sales Development Representative

Overview

We are seeking a motivated and detail-oriented Sales Development Representative (SDR) to support our sales pipeline by qualifying inbound leads, gathering required documentation, facilitating discovery calls, and scheduling qualified merchants with our Account Executives (AEs). This role sits at the front end of the sales process and is essential to creating a smooth, professional experience for prospective merchants while ensuring our AEs receive well-qualified, well-prepared opportunities.

This role sits at the front end of the sales process and is essential to creating a smooth, professional experience for prospective merchants while ensuring our AEs receive well-qualified, well-prepared opportunities.

• Lead Qualification & Discovery
• Contact inbound leads promptly via phone, email, and SMS
• Conduct initial discovery calls to understand the merchant’s business, funding needs, and eligibility
• Ask qualifying questions related to revenue, time in business, credit profile, and funding purpose
• Clearly explain ’s process, products, and next steps
• Request, collect, and organize required merchant documentation (e.g., bank statements, applications, IDs)
• Ensure all documents are complete, accurate, and compliant before advancing leads
• Follow up persistently and professionally with merchants to obtain missing or updated documents
• Maintain clean, well-documented records in the CRM
• Schedule qualified merchants for meetings or calls with Account Executives
• Prepare merchants for AE conversations by setting expectations and confirming documentation
• Coordinate calendars and ensure smooth handoffs between SDRs and AEs
• Communicate relevant merchant details and insights to AEs prior to scheduled calls
• Accurately log all activities, notes, and documents in the CRM
• Maintain up-to-date lead statuses and follow-up tasks
• Meet or exceed daily activity, contact, and qualification goals

• 1+ year of experience in sales development, inside sales, or customer qualification (finance or lending experience a plus)
• Strong phone presence and ability to build rapport quickly
• Highly organized with strong attention to detail
• Comfortable requesting sensitive financial documents in a professional manner
• Excellent verbal and written communication skills
• Ability to manage a high volume of leads and follow-ups
• Experience using CRM systems (Salesforce, Hub Spot, or similar preferred)
• Self-motivated, coachable, and goal-oriented

• Strong phone presence and ability to build rapport quickly
• Highly organized with strong attention to detail
• Excellent verbal and written communication skills

• Experience using CRM systems (Salesforce, Hub Spot, or similar preferred)
• 1+ year of experience in sales development, inside sales, or customer qualification (finance or lending experience a plus)

• High document completion and qualification rates
• Consistently well-prepared merchants handed off to Account Executives
• Strong show rates for scheduled discovery and AE calls
• Positive merchant feedback on the early sales experience