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About the role
Key responsibilities & impact- Proactively identify, research, and engage new prospects through a multi-channel outbound motion (phone, email, LinkedIn, events).
- Cold calling decision makers via phone
- Create high-quality opportunities by understanding prospect pain points, priorities, and buying triggers.
- Qualify inbound leads with speed and precision, ensuring they match our ICP and segmentation model.
- Build targeted prospect lists, personalise outreach, and run structured sequences to maximise reply and connect rates.
- Deliver best-in-class messaging that communicates our value proposition clearly and confidently.
- Book qualified sales meetings that include the right attendees from both sides (increasing show rate and deal velocity).
- Partner closely with AE team to understand account strategies, provide insights, and improve conversion from meeting → pipeline → closed revenue.
- Maintain accurate records in CRM and follow all processes for cadences, data hygiene, and opportunity creation.
- Track activity, conversion metrics, and pipeline progression to identify opportunities for improvement.
- Contribute to team culture by showing up, sharing learnings, celebrating wins, and supporting peers.
Requirements
What you’ll need- Experience in another SDR or BDR role is not required but recommended
- Experience at a growth stage B2B SaaS company
- Experience selling to finance leaders or working in the financial and/or payments control environment
- You are familiar with CRM usage (HubSpot or Salesforce)
Benefits
Comp & perks- Professional development opportunities
- Flexible working hours
- Team culture support
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
cold callinglead qualificationprospect researchdata hygienepipeline progressionconversion metricsoutbound salespersonalized outreachstructured sequencesvalue proposition communication
Soft Skills
proactive engagementteam collaborationcommunicationinsight sharingcelebrating winssupporting peersunderstanding pain pointsbuilding relationshipsadaptabilityproblem-solving
