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OFX · 1 month ago

Sales Development Representative (B2B SaaS)

San Francisco, CA, USA

Full-time

Hybrid

New Grad, Entry Level

$65K/yr - $75K/yr

OFX is a leading financial operations company providing businesses with real-time financial control and visibility. They are seeking a Sales Development Representative to source and qualify leads, articulate OFX's value proposition, and build sales opportunities for the team.

FinanceFinancial ServicesFinTechPayments

Work & Life Balance

Responsibilities

Source new sales opportunities through outbound outreach, growing our top of sales funnel

Perform additional research on potential prospects that are provided by sales operations

High-volume outreach via phone, email, and LinkedIn Navigator

Present and discuss OFX products and solutions, quickly identifying value for prospective client

Perform initial qualification, scheduling meetings for Account Executives

Ensure complete and accurate client relationship records within Salesforce

Maintain up to date knowledge of OFX products and services

Meet and exceed targets for identifying potential viable prospects

Qualification

Sales experienceOutbound callingSalesforceCommunication skillsTime managementTeam playerProblem-solvingDetail-orientedSelf-motivated

Required

Prior experience with customer facing and/or sales roles

Postsecondary Degree or Diploma in related field or equivalent experience

Self-Motivated & Hard Working: Dedicated to making 50+ outbound calls daily, maintaining motivation and persistence. Competitive mindset and driven to succeed

Collaborative: Team player and highly adaptable with an ability to work in a fast-paced environment

Organized & Efficient: Strong time-management and multi-tasking abilities, with a focus on efficiency

Detail-orientated: Ability to maintain accurate forecasting and records

Communication & Professionalism: Confident, articulate, professional communicator (verbal and written) with strong listening skills and the ability to establish relationships quickly

Problem-Solving: Ability to identify client needs and work towards solutions