Sales Development Representative - Financial Solutions jobs in United States
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BELAY · 2 months ago

Sales Development Representative - Financial Solutions

BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Financial Specialists. 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.

AccountingContent CreatorsOutsourcingProfessional ServicesVirtual AssistantWeb Development
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Culture & Values

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

Qualification

Accounting acumenSales experienceSalesforce proficiencyCommunication skillsOrganizational skillsCuriosityInterpersonal skillsResults-orientedPositive attitude

Required

MUST RESIDE IN THE ATLANTA, GA AREA
Accounting acumen is required, with a strong understanding of accounting principles and processes, to identify opportunities within BELAY's Financial Solutions offerings
1–2 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
Positive, resilient, and curious, with a desire to learn and thrive in a fast-paced environment

Preferred

Experience with Salesforce or a similar CRM is a plus

Company

BELAY is a Virtual Staffing Solutions company that offers virtual bookkeeping, administrative assistance, social media strategy service.

Funding

Current Stage
Growth Stage
Total Funding
$0.16M
Key Investors
Tenex Capital Management
2021-07-07Private Equity
2010-12-01Private Equity· $0.16M

Leadership Team

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Tricia Sciortino
Chief Executive Officer
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Krisha Buehler
Chief Operating Officer
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Company data provided by crunchbase