Sales Development Representative (SDR)

Job Description

Job Description

Welcome to a unique collaborative environment where financial services meet tax credit expertise. At FinTitan and ERTC.com, we are united in our mission to help businesses navigate through financial complexities and recover from the pandemic's impact. As a member of our team, you will have the unparalleled opportunity to work across two industry-leading companies that are shaping the future of financial services and tax credit services.

Company Overview

FinTitan is a fast-growing advisory firm that helps U.S. companies unlock valuable federal tax credits and other government incentives while delivering measurable financial impact for small and mid-sized businesses. Our mission is rooted in helping business owners recover capital through proactive outreach and trusted consultative selling. As a high-velocity startup, we offer a growth-oriented environment where individual insight and performance directly drive financial clarity and company expansion. Our culture is data-driven, transparent, and collaborative, rewarding precision, accountability, and initiative.

Position Summary

We are seeking a motivated and results-driven Sales Development Representative (SDR) to join our growing team. In this role, you will be responsible for generating new business opportunities by identifying, prospecting, and contacting small and medium sized business owners. The SDR will be the first point of contact for many prospects, playing a key role in building relationships and creating a strong pipeline for the sales team.

The ideal candidate is highly energetic, comfortable with outreach, and thrives in a fast-paced environment. You will use a combination of cold calling, email campaigns, social selling, and networking to connect with decision-makers, understand their needs, and schedule qualified meetings for Account Executives.

Key Responsibilities:

• Conduct initial welcome calls with new small business applicants.
• Develops rapport and builds strong relationships with clients/customers.
• Follow up daily with multiple clients via phone and email in a high-volume environment.
• Be the first point of contact for new business prospects and determine the next steps for each prospect.
• Demonstrate ability to work independently as well as being a productive team member, making outbound calls every day.
• Must be an excellent problem-solver and willing to collaborate in a team environment.
• Gather client financial information and documentation.
• Nurtures these relationships through consistent positive interactions and exceptional customer service.

Requirements

• Minimum of 1 year of call center and client sales experience.
• Comfortable with high volume of outbound calls and talk-time.
• Comfortable seating 8-9 hours per day making phone calls.
• Understanding the basics on the phone: talking clearly, quick thinker, career-minded.
• Experience in sales, account management, and relationship management (preferred).
• Ability to thrive in a fast-paced environment and able to work independently.
• Great written and verbal communication.
• You are driven to exceed expectations.
• Comfortable and efficient in multitasking.
• High-energy and fast-paced environment
• Metrics and goal-driven
• Positive Attitude is a must!

Benefits

• Health Insurance
• Dental Insurance
• Pay
• Life Insurance
• Short-Term Disability
• Long-Term Disability
• Weekly lunches + Stocked break room