Sales Development Representative - Financial Solutions

Sales Development Representative - Financial Solutions

The Sales Development Representative (SDR) - Financial Solutions plays a key role in driving BELAY's growth by reconnecting with warm and dormant financial solutions leads to generate new business opportunities. This entry-level sales position is designed to develop strong foundational sales skills while providing critical support to the inbound sales team. The SDR will proactively engage prospects who have previously expressed interest in BELAY's services, creating authentic connections, uncovering needs, and converting qualified leads into new clients.

Key Responsibilities

• Conduct warm outreach via phone, email, and LinkedIn to re-engage dormant leads and Marketing Qualified Leads (MQLs)
• Lead consultative sales conversations to understand prospect needs, present tailored solutions, address objections, and close business
• Utilize Salesforce to manage outreach activity, track pipeline progression, and maintain accurate records
• Nurture early-stage leads through strategic, value-driven communication
• Partner with Solutions Consultants and Marketing to enhance lead conversion rates and ensure message alignment
• Consistently meet or exceed weekly outreach, meeting, and conversion goals
• Provide insights and feedback on lead quality, market trends, and campaign effectiveness
• Represent BELAY with professionalism, enthusiasm, and a brand-aligned presence
• Manage the full sales cycle from initial outreach through follow-up, conversion, and close

Qualifications

• Accounting acumen is required, with a strong understanding of accounting principles and processes, to identify opportunities within BELAY's Financial Solutions offerings.
• 12 years of experience in sales, lead generation, customer success, or related fields (entry-level candidates are encouraged to apply)
• Excellent communication and interpersonal skills, comfortable engaging prospects via phone and video
• Results-oriented and motivated by metrics, growth, and achievement
• Highly organized with strong follow-through and attention to detail
• Experience with Salesforce or a similar CRM is a plus
• Positive, resilient, and curious, with a desire to learn and thrive in a fast-paced environment

Working conditions

BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time, non-exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization.

Physical requirements

This position does not have any physical requirements at this time.

Direct reports N/A

None

Disclaimer

This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.

Legal Disclosures

Pay Range: $24.00 / hour + Commission

Starting Pay Range: Starting pay is stated above

Other Types of Pay: Commission

Health Insurance: Medical, dental, vision, life, and disability insurance are available to eligible employees. BELAY covers 70% of employee premiums and 65% of dependent premiums for medical, and 70% of employee premiums for dental and vision. Company-paid life insurance ($15,000 coverage) and short-term/long-term disability coverage (STD: 60% of weekly earnings up to $1,500; LTD: 60% of monthly earnings up to $10,000) are provided at no cost to full-time employees.

Retirement Benefits: 401(k) plan through Vanguard, with a 4% discretionary employer match. Employees are eligible after 90 days of employment.

Paid Time Off: Full-time (40 hr/week) employees receive 15 days of PTO annually; full-time (30 hr/week) employees receive 12 days. Additional PTO is awarded at 3- and 5-year tenure milestones.

Paid Holidays: 12 paid holidays annually (New Year's Day, Martin Luther King Jr. Day, President's Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday of the employee's choosing).

Paid Sick Leave: Full-time employees' PTO accrual generally satisfies state and local paid sick leave requirements in the states where BELAY hires. BELAY follows all state specific requirements.

Method of Application: Apply online via the link provided in this posting.

Application Window: The posting will remain open until filled.

Location Requirements:

This role is remote within the U.S. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon.