savvymoney - Lead Sales Development Representative (Dublin, CA or USA Remote)
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Requirements
• 2–4 years of experience in sales development or business development with a strong outbound focus • Experience in B2B SaaS, fintech, or financial services preferred • Proven track record of meeting or exceeding outbound activity and pipeline goals • Strong ability to engage decision-makers through research, personalization, and consultative questioning • Familiarity with qualification frameworks such as BANT, MEDDIC/MEDDPICC, or SPICED • Proficiency with Salesforce and sales engagement tools such as Apollo.io http://Apollo.io, Gong, HubSpot, or equivalents • Highly organized and self-directed, with consistent execution against weekly and monthly KPIs • Builder mindset with the ability to test, learn, document, and improve processes over time • Interest in growing into a leadership role • Bonus: Familiarity with the banking, credit union, or digital banking technology landscape. • HOW WE MEASURE SUCCESS • Outbound activity volume and quality (calls, emails, LinkedIn touches) • Meetings booked and held (including show rate) • MQL-to-SQL conversion rate • Qualified pipeline contribution to revenue goals • Development of a documented, repeatable outbound playbook
Responsibilities
• Outbound Prospecting and Meeting Generation • Prospect into banks, credit unions, and fintech partners through cold calling, tailored email sequences, and LinkedIn outreach • Build targeted account lists and personalize outreach based on research, intent signals, and engagement data • Execute multi-touch sequences to generate qualified meetings for Account Executives • Lead Qualification and Handoff • Further qualify Marketing Qualified Leads (MQLs) sourced from paid media, conferences, webinars, and other marketing channels • Conduct consultative discovery conversations using structured frameworks (BANT, MEDDIC/MEDDPICC, SPICED, or similar) • Identify business fit, urgency, stakeholder alignment, and next steps • Ensure seamless, well-documented handoffs to Account Executives to support strong close rates • Cross-Functional Collaboration and Feedback Loop • Partner with Marketing to provide feedback on lead quality, campaign targeting, and messaging performance • Collaborate closely with Account Executives to align on ICP, qualification criteria, and outreach strategy • Process Development and Reporting • Track and manage activity and performance metrics in Salesforce and supporting tools (Apollo.io http://Apollo.io, Gong, HubSpot, or equivalents) • Analyze conversion performance (MQL-to-SQL, meeting hold rate, etc.) to improve outreach and qualification effectiveness • Document repeatable sequences, messaging, targeting criteria, and qualification standards to build an outbound playbook • Growth into Leadership
Benefits
• The base pay for this position will be between $80,000.00 - $85,000.00 + Commissions for Demos Booked. • Additionally we provide • Flexible Time Off (FTO) - take time off as needed to rest and recharge. • Medical, Dental, Vision – 100% premium paid for employee • Disability/Life Insurance • Opportunity for learning and career growth with a top Bay Area technology company • Reimbursement for remote work setup • Monthly stipend for phone and internet • Team building events, culture activities, all hands events • Paid time off to volunteer and serve the community • Half day Fridays • 401k matching contribution • Beautiful California East Bay offices in Dublin, CA • SavvyMoney’s EEO Statement
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