Sales Development Representative (AMS) (Coppell)
- Identify and research ICP-fit customers (FIs, credit unions, C-stores etc.) through various outbound channels including cold calling, email outreach, social media, and industry databases.
- Use tools like LinkedIn, Salesforce, ZoomInfo, FedFIS and other prospecting software to find leads and enrich data.
- Conduct outbound calls and emails to engage with target personas, introduce AMS solutions, and schedule appointments with FI Account Executives.
- Follow up on inbound leads from marketing campaigns or website inquiries.
- Qualify leads by identifying the potential for a sales opportunity, based on criteria such as budget, authority, need, and timing (BANT).
- Use effective questioning techniques to understand client pain points and match the company's product offerings to their needs.
- Schedule meetings between prospects and the Sales Team to discuss how the company's product or service can meet their needs.
- Provide necessary information to the Account Executives to ensure smooth transitions for follow-up calls and sales presentations.
- Maintain accurate records of leads, prospects, and interactions in CRM tools.
- Track daily, weekly, and monthly outreach activities, meeting goals, and KPIs.
- Work closely with the sales team to ensure alignment between sales and marketing.
- Share insights and feedback from prospects with the sales and marketing teams and collaborate to refine strategies and improve messaging.
- 1-2 years of experience in sales, business development, or customer service, preferably in a B2B environment in Fintech.
- Strong background in B2B sales, lead generation, and CRM management.
- Strong communication skills, both written and verbal.
- Ability to build rapport and engage prospects.
- Familiarity with CRM software (Salesforce, HubSpot, etc.).
- Excellent time management and organizational skills.
- Self-motivated with a drive to achieve goals.
- Resilience and ability to handle rejection.
- A proactive and goal-oriented mindset.
- Strong work ethic and ability to work independently and as part of a team.
- Bachelor's degree in Business, Marketing, or a related field is preferred, though equivalent experience is also considered.
- This position may require occasional travel, depending on company needs.
- The role is based in an office environment in Coppell, TX.
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