: Sales Development Representative


Are you ready to take the next step in your sales career with a challenging position at one of the leading financial technology companies in the country? A place where you can have an impact in an early-stage company changing how banks compete and win? Numerated Growth Technologys real-time lending and sales automation platform drives profitable growth for banks. It transforms how financial institutions lend from a paper-based process to a digital, real-time experience. Numerateds platform uses data automation and science to digitize credit policies and integrates digital sales and marketing tools to drive ongoing customer acquisition at scale. Simply put: Numerateds platform enables banks to more effectively compete by offering the fastest way for businesses to borrow money.

This position reports to the head of sales and is designed to prospect and qualify sales opportunities with mid-size banks. The Sales Development Representative will prospect among targeted financial institutions in addition to qualifying inbound sales leads, and will partner with the Sales Executives to develop new sales opportunities. Tasks include prospecting and qualifying activities that are essential to our sales process and achieving excellence in service to prospects and customers.

Essential Duties and Responsibilities/

Working with Sales Executives, develop an overall territory strategy and action plans to develop sales opportunities. The Sales Development Representative will use the companys standard CRM system and sales process to develop these plans, then evaluate and revise them as needed to ensure they are adequate for meeting his/her assigned objectives and sales targets.

Prospect and qualify sales opportunities with targeted banks, and follow-up and qualify inbound leads, through remote communications. Engage with each prospect and determine the likelihood of advancing in the sales cycle. Execute the appropriate talk track and discovery call for the opportunity, qualify effectively, and set the stage for the Sales Executives to engage with a prospect.

As a member of the sales team, participate in our overall sales strategy development. Additionally, work with the marketing team to develop and improve Numerateds outbound and inbound marketing efforts.

Occasional travel (approximately 20%) may be required for participation in trade events and partner user conferences.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience/

  • Bachelors Degree, Associates Degree, or equivalent years of experience.
  • Minimum of two years territory or new-business sales experience.
  • Skill in organizing resources and establishing priorities.
  • Highly motivated, energetic, goal oriented individual with superior communication skills, interpersonal skills, and enjoys a very active work environment.
  • Ability to work independently and as part of a team.
  • Experience working in banking or fintech is a plus.
  • Must be proficient using a CRM system.
  • Must be able to apply Numerateds sales process.
  • Must be proficient in Microsoft Office Suite of products.
  • Must be willing and able to travel as required (approximately 20%).

Physical Demands/

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to stand; sit; walk; use hands to finger or handle both a telephone and computer keyboard.