BizEquity · 7 hours ago
Sales Development Representative
Philadelphia, PA
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $90K/yr
2+ years expBizEquity is a leading fintech software company created to democratize business valuation knowledge for every business in the world. In this role, the Sales Development Representative will identify and nurture new business opportunities, driving pipeline growth and supporting the sales team in exceeding targets.
Enterprise SoftwareFinanceFinTechSmall and Medium Businesses
Responsibilities
Generate sales revenue by developing and maintaining relationships with prospects
Conduct outreach via email, phone calls, and social media to establish initial contact and qualify leads
Build a robust sales pipeline of qualified leads for the sales team
Accurately document and manage all activities in the CRM systems (Salesforce, Hubspot)
Conduct discovery calls to understand pain points and assess their needs for fintech solutions
Communicate the value proposition of the company’s products and services effectively
Collaborate with account executives and Sales Directors to ensure seamless handoff of qualified opportunities
Manage sales pipeline and revenue forecast in Salesforce to ensure accurate recording of prospecting activity, conversion success, and active sales opportunities at each stage of the sales process
Express the value proposition and benefits of BizEquity’s products and solutions and use this knowledge to ensure that solutions address clear business needs for the client
Meet or exceed their monthly revenue and total annual revenue goals
Qualification
Required
Excellent communication and interpersonal skills
Strong writing and presentation skills with the ability to engage stakeholders at all levels
Proficiency in CRM tools (Salesforce, HubSpot) and sales engagement platforms
Desire to work in the software and fintech industry
Preferred
Bachelor's degree in Business, Finance, or a related field preferred
2+ years of experience in a sales development role, ideally in fintech or SaaS
Benefits
Competitive base salary with performance-based bonuses
A collaborative work environment with ongoing training and professional development
Career advancement into sales, leadership, or account management roles
Hybrid home-office schedule
Competitive benefits
Paid Parental Leave
401K Plan with Employer Match
Flexible Spending Accounts
Employee Assistance Program
Multiple Employee Dependent Scholarship Programs
Commuter Flexible Spending
Lifestyle Programs (Including incentives for healthy habits)
Medical Infertility Services
Corporate discount programs
Employee Recognition/Service Awards
And so much more!
Company
BizEquity
BizEquity empowers small business owners with tools and information that help determine the estimated value of their businesses.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$5.1MKey Investors
Brinker CapitalFrost Brooks
2019-08-12Acquired
2018-10-01Series Unknown
2014-10-10Series A· $5.1M
Leadership Team
Brent Heflin
Vice President of Sales
Scott Gabehart
Chief Valuation Officer
Recent News
Seattle TechFlash
2025-09-12
2025-08-17
Company data provided by crunchbase