BusinessLoans.com · 7 hours ago
Sales Development Representative
Charleston, South Carolina Metropolitan Area
Full-time
Onsite
Entry Level
1+ years expBusinessLoans.com is seeking a motivated and detail-oriented Sales Development Representative (SDR) to support their sales pipeline. The SDR will qualify inbound leads, gather required documentation, facilitate discovery calls, and schedule qualified merchants with Account Executives, ensuring a smooth experience for prospective merchants.
BankingFinanceLending
Responsibilities
Lead Qualification & Discovery
Contact inbound leads promptly via phone, email, and SMS
Conduct initial discovery calls to understand the merchant’s business, funding needs, and eligibility
Ask qualifying questions related to revenue, time in business, credit profile, and funding purpose
Clearly explain BusinessLoans.com’s process, products, and next steps
Document Collection & Verification
Request, collect, and organize required merchant documentation (e.g., bank statements, applications, IDs)
Ensure all documents are complete, accurate, and compliant before advancing leads
Follow up persistently and professionally with merchants to obtain missing or updated documents
Maintain clean, well-documented records in the CRM
Sales Coordination & Scheduling
Schedule qualified merchants for meetings or calls with Account Executives
Prepare merchants for AE conversations by setting expectations and confirming documentation
Coordinate calendars and ensure smooth handoffs between SDRs and AEs
Communicate relevant merchant details and insights to AEs prior to scheduled calls
CRM & Pipeline Management
Accurately log all activities, notes, and documents in the CRM
Maintain up-to-date lead statuses and follow-up tasks
Meet or exceed daily activity, contact, and qualification goals
Qualification
Required
1+ year of experience in sales development, inside sales, or customer qualification (finance or lending experience a plus)
Strong phone presence and ability to build rapport quickly
Highly organized with strong attention to detail
Comfortable requesting sensitive financial documents in a professional manner
Excellent verbal and written communication skills
Ability to manage a high volume of leads and follow-ups
Self-motivated, coachable, and goal-oriented
Preferred
Experience using CRM systems (Salesforce, HubSpot, or similar preferred)
1+ year of experience in sales development, inside sales, or customer qualification (finance or lending experience a plus)
Company
BusinessLoans.com
BusinessLoans.com is a leading online platform dedicated to connecting small businesses with the financial resources they need to grow and succeed.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
S
Sean Clifford
Co-Founder
Recent News
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