Sales Development Representative, Clerkie
$55-75k
+ Bonus
AI financial planner
Open for applications
AI financial planner
21-100 employees
Open for applications
$55-75k
+ Bonus
21-100 employees
Company mission
To democratize financial health and provide all individuals with and actionable path to financial security.
Role
Who you are
- 1+ years of proven experience as an SDR focused on outbound lead generation
- Excellent communication and interpersonal skills, with the ability to engage confidently with prospects and work effectively within a team environment
- Ability to thrive in a fast-paced, early-stage startup environment, with a strong sense of ownership and accountability
- Demonstrated coachability and an eagerness to learn and develop
- Bachelor's degree or equivalent work experience
Desirable
- Experience in the financial services industry, especially in consumer finance
- Experience working at an early-stage startup (Series A - C)
- Experience with Hubspot or similar CRM tools
What the job involves
- We are seeking a motivated Sales Development Representative (SDR) to join our dynamic team
- As an SDR, you will play a crucial role in expanding our client base by identifying and nurturing potential leads
- Conduct outbound prospecting activities, including cold calling, emailing, and networking, to generate new leads and opportunities
- Collaborate closely with the sales and marketing teams to develop and execute targeted outreach strategies aimed at maximizing lead conversion and revenue growth
- Utilize our CRM (HubSpot) to maintain accurate records of prospect interactions, track progress, and prioritize follow-up activities
- Prime account executives for industry conferences, events, and networking opportunities by conducting pre-event outreach, helping to establish relationships and promote our products and services
Our take
In today's economic climate, a significant proportion of the American population is facing mounting debt rates. This unfortunate reality creates a lose-lose situation for both borrowers and financial institutions, who are experiencing billions of dollars in losses.
Clerkie is a financial automation platform designed specifically to assist Americans in managing their debt obligations and reducing their debt burden. By leveraging cutting-edge technology, the platform analyzes users financial data, including their income, expenses, debts, and investments, to generate a tailored financial plan that is customized to their needs and goals.
Through this personalized approach, Clerkie enables users to take control of their finances, make informed decisions, and effectively manage their debt in a responsible & sustainable manner. By providing users with the tools they need to succeed, Clerkie is helping to promote financial well-being and create a brighter future for all Americans.
Steph
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Funding (last 2 of 3 rounds)
Apr 2023
$33m
SERIES A
Dec 2020
$6m
SEED
Total funding: $41m
Company benefits
- Equity options
- Top-notch medical, dental, and vision
- 401k & retirement benefits
- Fully remote working
- Annual destination company retreat
Company HQ
Showplace Square, San Francisco, CA
Leadership
Guy Assad
(CEO)Graduated from Stanford University with an MBA in General Management, Finance and Entrepreneurship. Previously a Manager at McKinsey & Company as well as a Director of Constellation R&D at Alcon.
Sebastian Wigström
(CTO)Graduated from Stanford University with a Bachelor's degree in Mechanical Engineering. Previously worked as a Business Analyst at McKinsey & Company.
Gray Hoffman
(COO)Previously served as the VP of Business Operations at Grovo and as a Business Analyst at McKinsey & Company.
Salary benchmarks
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