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Enterprise Sales Development Representative - Finance and Fintech



Accounting & Finance, Sales & Business Development
Santa Clara, CA, USA
Posted on Tuesday, March 12, 2024

As the leader in revenue orchestration across all steps of the customer acquisition journey, LeanData drives growth for business. We help many of the world’s fastest-growing enterprises automate, simplify and accelerate revenue.

As our first Finance and Fintech Sales Development Representative, you’ll be joining a fast-paced, growing and supportive team. You’ll be collaborating with Account Executives to uncover and create new opportunities with finance and fintech companies. You’ll then communicate our value proposition to decision-makers and influencers to land new business.

What you’ll be doing:

  • Connecting with Finance and Fintech prospects using phone and email, as well as responding to all inbound leads

  • Procuring and qualifying leads for Account Executives

  • Using the Salesforce CRM to record leads

  • Working closely with the sales team to accelerate the sales cycle and to extend reach into target accounts

  • Recommending process enhancements for more targeted demand generation efforts and improved selling techniques

  • Representing and protecting the LeanData brand with integrity and teamwork in all written and oral communication


  • Bachelor's degree

  • Experience successfully selling to or working in finance is a must

  • Strong desire to develop a career in Sales as evidenced by work experience or extracurricular activities

  • Consistent record of achieving measurable goals in previous roles

  • Strong business insight and curiosity about the prospect's business