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Sales Development Representative
Forward FinancingSales Development Representative handling financing applications for small businesses. Engaging with prospects to convert leads into submissions in a remote setting.
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Speak with business owners to assess goals, address questions, and present funding options as a solution to their business needs
- Master a high-volume auto-dialer environment, maintaining the stamina to deliver high-quality pitches on the 100th call of the day as effectively as the 1st
- Educate prospects on our product, the submission process, and the value proposition of our funding
- Drive urgency and clear call-to-actions to maximize submission volume
- Track lead activity, status, and outcomes in Salesforce
- Collaborate closely with the Manager, Direct Sales, Marketing, and Product for funnel improvements
Requirements
What you’ll need- 1+ years in a sales, lead generation, or customer engagement role (high-volume environment a plus)
- Relentless follow-up game
- Great phone presence, fast typing, strong written communication
- Comfortable using tools like Dialpad, Salesforce, and Tableau
- Metric-driven mindset
- Able to juggle multiple conversations, stay organized, and follow internal processes and guidelines
- Background in application-based conversion flows (funding, insurance, etc.) preferred
- Bilingual (Spanish) preferred
Benefits
Comp & perks- medical
- dental
- vision
- commuter benefits
- flexible time-off policy
- paid parental leave
- 401k match for US employees
- wellness reimbursement
- volunteering days
- annual professional development budget
- charitable donation match
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
saleslead generationcustomer engagementapplication-based conversion flows
Soft Skills
great phone presencestrong written communicationorganizational skillsrelentless follow-upability to juggle multiple conversations