Sales Development Representative (Enterprise SaaS / FinTech)

1. Outbound Prospecting (35%)

1. Build target account lists (Fortune 500 & Global 2000)

2. Identify Procurement, Finance, AP, Shared Services, and Supply Chain decision makers

3. Execute personalized outreach via:

4. Cold Calls

5. LinkedIn

6. Email

7. Video Messages

8. Book discovery meetings

Target

1. 70–100 outbound activities/day

2. 15–20 new accounts/week

2. Pipeline Generation (30%)

1. Generate qualified opportunities for Account Executives.

2. Monthly Targets:

3. 18–25 Discovery Meetings

4. 12–15 Sales Qualified Opportunities (SQOs)

5. Pipeline Generated:

6. USD 500K–1M per quarter

3. Lead Qualification (15%)

1. Qualify prospects based on:

2. ERP landscape (SAP, Oracle, Workday, Coupa)

3. Annual Revenue

4. Addressable Spend

5. Procurement maturity

6. AP Automation maturity

7. Current recovery audit process

8. Buying committee

9. Use frameworks such as MEDDICC, BANT, or CHAMP to ensure only qualified opportunities progress.

4. CRM Management (10%)

1. Maintain Salesforce/HubSpot with:

2. Call notes

3. Next steps

4. Contact hierarchy

5. Buying committee

6. Opportunity stages

7. Maintain >95% CRM hygiene.

5. Market Intelligence (10%)

1. Research:

2. Company acquisitions

3. ERP implementations

4. Shared Service Centers

5. Procurement transformation initiatives

6. Cost optimization programs

7. Finance leadership changes

8. Provide intelligence before AE meetings.

Required skills and experience:

1. 3+ years of Business Development / Sales Dev / Inside Sales / Pre-Sales experience in an enterprise tech/enterprise SaaS company

2. Prospecting Skills: Identifying potential leads and companies. Preferably an experience in personalized cold outreach for enterprise companies in the US/Canada

3. Communication Skills: Effectively communicating the value proposition. Engaging with prospects at C-Suite level

4. Research Abilities: Researching and understanding target industries. Gathering information on potential clients. Qualitative research info based on playbook, Annual Report etc.

5. CRM Proficiency: Using Customer Relationship Management (CRM) tools. Logging and tracking interactions with prospects.

6. Personal Attributes

7. Very good English communication - both spoken and written.

8. Should have an entrepreneurial mindset, forward thinking and decision-making skills.

9. Ability to seamlessly collaborate with various teams, including but not limited to marketing and sales teams.

10. Ability to cope in a complex and fast-changing business environment, and to respond calmly and rationally to changing aspirations in a deadline-driven situation.

11. Good influencing and persuasion skills and build successful relationships at all levels.

12. Education: Bachelor’s or Master’s degree in Business/ Comparable education