Senior Sales Development Representative (Finance Industry)

SUMMARY:
This is a senior outbound SDR role focused on guiding business owners through structured discovery and qualification, not just setting appointments.

POSITION INFO:

Senior Sales Development Representative (Finance Industry)
Drive high-quality finance applications — not just appointments.
Remote | U.S. Hours (9am–6pm EST) | Salary negotiable

About Our Client
This fast-scaling fintech company provides tailored lending solutions to U.S. businesses, with a strong focus on advisory-led service and clean application execution. They offer structured support, qualified leads, and clear processes designed for experienced SDRs ready to make an impact.

The Role: Senior Sales Development Representative
This is a senior outbound SDR role focused on guiding business owners through structured discovery and qualification, not just setting appointments. You''ll work qualified leads, drive clean applications, and manage the process through to submission — with no pressure selling or misrepresentation. Success is measured by quality, not volume.

Key Responsibilities

• 5+ years of outbound sales experience in business lending, equipment finance, MCA, or related financial services
• Conduct structured, phone-first outbound discovery conversations with qualified U.S. business leads
• Qualify prospects against a defined ICP, ensuring solution fit and clear expectations
• Drive the completion of full finance applications, supporting clients through submission
• Guide document collection via automated workflows and maintain CRM accuracy
• Maintain professional, advisory tone throughout every interaction
• Deliver consistent activity, aiming for 1–2 high-quality application submissions per day once ramped

About You

• 3–5+ years of SDR or sales experience in finance-related outbound roles
• Proven ability to speak with U.S. business owners about lending, credit, and equipment finance
• Confident on the phone with a resilient and structured approach
• Experience managing full discovery-to-application workflows, not just setting calls
• Background in equipment finance, business lending, SBA loans, MCA, or regulated financial products
• Process-driven and accountable with strong follow-up discipline
• Sees this as a long-term opportunity with potential to grow into a pod lead or senior SDR role

Working hours: 9am–6pm EST (4pm–1am South Africa time)
Compensation: Negotiable base + performance bonus tied to clean application volume, not raw activity