Sales Development Representative (SDR)

Seeking a Sales Development Representative to join our sales team on a full-time basis.

Location: SF Bay area, Office in SF. Currently remote.


  • Develop opportunities for the sales team from prospecting and marketing generated leads
  • Interact with prospects via telephone and email with a high attention to detail
  • Track all relevant qualification and lead management activity using CRM software
  • Quickly learn the platform, effectively communicate the value proposition and be able to react to objections and competitive questions
  • Research accounts, identify key players, generate interest and develop accounts to stimulate opportunities
  • Disseminate opportunities to appropriate AE, educating rep as necessary about the opportunity
  • Develop and execute on a strong prospecting plan of attack, including email and call scripts
  • Consistently achieve qualified opportunity quotas to ensure territory revenue objectives


Key Requirements

  • 3+ years of proven excellence in business development, inside sales and/or sales
  • 1+ years Working knowledge of CRM software such as or Zoho
  • 2+ years experience with SDR and lead development best practices and procedures
  • Bachelor's degree in Finance, Economics, or related fields
  • Demonstrated ability to set goals and achieve them
  • Strong communication skills and understanding of the sales process
  • Positive can-do attitude and tireless work ethic. Driven and self-sufficient.
  • Experience in Banking/Finance is strongly desired
  • Start up experience a plus

Keywords & Buzzwords

  • RegTech, Financial Regulations, GRC, IRM, ERM, FinTech, SaaS enterprise, LegalTech