Sales Development Representative (Outbound Campaign)

This is a remote work position.

 

About the Role

We are seeking a driven and consultative Sales Development Representative (SDR) with proven sales experience to join our growing team. The ideal candidate brings a unique blend of financial acumen, technical knowledge, and relationship-building skills to engage prospects, uncover business needs, and position tailored solutions. You will be critical in driving revenue growth by generating qualified leads, nurturing client relationships, and supporting the sales pipeline.

Key Responsibilities

• Make 80-100 calls a day to warm leads that completed their business registration through our company
• Conduct consultative conversations to understand client needs, challenges, and business goals.
• Position financial and technical solutions such as business loans, payment processing, banking services, and website building to address client pain points.
• Clearly explain complex financial and technical concepts in a simple, client-friendly way.
• Build and maintain long-term relationships with clients to drive recurring revenue and loyalty.
• Consistently meet or exceed individual and team sales targets.
• Maintain accurate records in CRM systems and leverage sales tools to track progress and performance.

Required Qualifications

• 3+ years of proven sales experience , with a track record of meeting or exceeding targets.
• Strong consultative and relationship-building skills , with the ability to identify client needs and recommend value-driven solutions.
• Excellent active listening, communication, and negotiation skills (both verbal and written).
• Foundational financial acumen , with understanding of revenue, cash flow, and market trends.
• Basic familiarity with technical solutions such as payment gateways, POS systems, or website building platforms.
• Proficiency with Salesforce is a plus but not a must .
• Self-motivated, proactive, and results-driven with strong business acumen.

Preferred Qualifications

• Experience in selling financial services or SaaS/technology solutions .
• Background in customer support and sales, in addition to sales.
• Proven sales skills, including innovative thinking and team collaboration.
• Recognition or awards for high performance in previous roles.
• Demonstrated commitment to continuous learning and professional growth .

What We Offer

• Competitive compensation with performance-based incentives.
• Training and development opportunities to expand financial and technical expertise.
• Collaborative team environment with growth opportunities.
• The chance to make a real impact by helping businesses access essential financial and technical solutions.

WHO WE ARE

At Expertise, we strive to support the best providers in their efforts to serve their local communities. We stand behind every recommendation and we celebrate every happy customer. With over 400,000 providers across more than 200 different industries, we dive deep into figuring out what makes each provider the best in their area of expertise and how to help the reader find the right professional for them. We’re a small and mighty team recently acquired by Marketplace Inc. (ForbesAdvisor). Since 2016 we have built a website that services over 9 million annual visitors and connects them with thousands of local professionals.