Sales Development Representative
New
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Loan VisionFintech software
Location: United StatesFull-TimeEntry
Salary not disclosed
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Job Details
- Required Skills
- SalesforceMicrosoft OfficeLead Generation
Requirements
- Previous experience in outbound B2B sales, business development, lead generation, or prospecting is preferred.
- Strong written and verbal communication skills, including confidence engaging senior finance leaders by phone, email, and video.
- Experience with Salesforce and Microsoft Office applications is preferred.
- Strong organization, prioritization, time management, attention to detail, and follow-through.
- A self-directed approach and the ability to stay productive and accountable in a fully remote environment.
- Curiosity, coachability, resilience, and resourcefulness.
- A positive attitude, low ego, and team-first approach.
- Bachelor's degree is preferred; equivalent relevant education and experience will be considered.
- Experience in mortgage banking, fintech, SaaS, accounting, or financial software is a plus.
Responsibilities
- Build and execute disciplined, multi-channel outbound prospecting using phone, email, LinkedIn, and other approved sales tools.
- Target CFOs, Controllers, and other senior finance leaders at independent mortgage banks, credit unions, and banks.
- Follow up quickly and thoughtfully with webinar attendees, marketing campaign engagement, and older Salesforce leads.
- Conduct initial discovery and qualification to confirm fit, business need, key stakeholders, timing, and a meaningful next step.
- Schedule high-quality meetings for Account Executives, provide complete context, and ensure a clean handoff and timely follow-up.
- Maintain accurate, complete, and timely Salesforce records.
- Collaborate with Account Executives and Marketing on messaging, outreach sequences, webinars, campaigns, and target lists.
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