Sales Development Representative

The Sales Development Representative (SDR) plays a critical role in our sales and marketing strategy. This role presents an outstanding opportunity to learn fundamental skills in the world of enterprise software sales. The SDR will be responsible for generating new business opportunities through various outbound tactics, including cold calling, emailing, social selling, and Account-Based Marketing. In this role, you will master the art of account research and prospecting techniques to generate high-value opportunities for the sales organization.  The work you do will empower lenders, banks, credit unions, and insurance companies to create trusted lifelong financial relationships with the people and communities they serve.

How you’ll have an impact:

·       Interact by phone, email, and social with key personnel up to, and including, C-Level executives.

·       Exceed key sales metrics that will fuel the continued growth of Total Expert.

·      Conduct research to understand a prospect’s business needs and the best way to engage key buyers and influencers within the account.

·      Learn key trends, and nuances, of the industries we serve including banking, lending, and insurance.

·      Qualify and produce quality leads for your Account Executive(s).

·       Support product demonstrations & deliver corporate overview presentations.

·       Acquire and maintain a working knowledge of the capabilities of the Total Expert Platform.

·       Track all related activities within HubSpot and keep current by updating account and prospect information regularly.

·       Work with the Marketing team to provide feedback on which marketing campaigns and lead sources are producing the highest quality of leads.

·       Promote and attend industry trade shows to help source and qualify new opportunities.

What we are looking for:

·       Candidates with a deep desire to compete and win.

·       Individuals who are interested in high-tech software sales as a career path.

·       Humility with a desire to grow and constantly learn.

·       Someone resilient, adaptable, and curious – won't take no for an answer.

·       Bachelor’s degree or equivalent work experience

Preferred Qualifications: 

·      1-2 years of sales experience, preferably in business development, lead generation, outbound calling or strong work/internship experience.

·       Excellent communication (verbal, written, presentation) and interpersonal skills (outgoing and personable)

·       Intelligent, motivated, and competitive with a desire to move into field sales.

·       Previous experience using a marketing automation or CRM platform to track activities.

·       Effective when working independently and cross-functionally with other teams.

·       Knowledge of the financial services industry

Compensation/Benefits: The anticipated base salary range for this role is $50,000 - $60,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. The role is also eligible to receive commissions based on achievement of an assigned quota. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Company Mission & Vision: 

Total Expert’s mission is to empower modern financial institutions to create trusted lifelong customer relationships. Our vision is to orchestrate the perfect customer journey across modern financial services by creating the leading purpose-built platform. 

Total Wellness: 

We believe that living a balanced life leads to more creativity and productivity. Total Expert offers the following benefits to support employees in their pursuit of Total Wellness. 

Physical Wellness: 

• Medical, Dental & Vision Coverage 

• Prescription Drug Coverage 

• Health Advocate Program 

• Flexible Time Off Program 

Financial Wellness: 

• 401(k) Retirement Savings Plan & Matching Program 

• Health Savings Account, Flexible Spending Accounts & Disability Protection  

• Life & Voluntary Life Coverage 

• Paid Parental Leave 

• Pet Insurance 

• Employee Referral Bonus 

Our Commitment:

Total Expert is proud to be an equal opportunity employer. We believe that strength comes from diversity and we strive for a culture where every person’s voice, unique lived experience, and talents are embraced and celebrated. We are committed to attracting and hiring for diversity of all kinds, creating better opportunities for inclusion and belonging throughout our employee lifecycle, and establishing and/or refining our internal practices and procedures to ensure equity. 

About Us:

Total Expert is a pre-IPO, series C, $50M (annual recurring revenue) fintech company. We are growing fast (between 30-40% annually), and as a CRM and marketing automation platform purpose-built for lenders and banks, we enjoy a tremendous product market fit for the world-class financial institutions we serve.  

The Total Expert platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. We are determined to reimagine the way people and technology work together so that our customers build more meaningful, human connections with their customers. 

Innovation Path:

With 1/3 of our annual budget committed to R&D, Total Expert is executing on a platform modernization journey, which has allowed us to focus on: team autonomy, continuous integration and deployment, and building the architectural foundation for the future. The results so far? 1) We moved from monthly deployment to multiple times per day, 2) our teams are empowered to make decisions and lead the architecture of their domain, and 3) we’ve built an event-sourced backbone as the foundation to build enterprise services with velocity.  

Industry Leader:

Amidst business and integration growth, Total Expert continues to receive several awards and industry recognition. G2, the world’s leading business solutions review website, has identified Total Expert as a leader across four categories in the Summer 2022 reports. These rankings were achieved based on market presence and customer satisfaction of real users, which were then compared to similar products in each report category.  

Along with this achievement, Total Expert recently has been recognized with the following awards and honors: 

-Named to the 2022 Inc. 5000 Series: Midwest list for the third consecutive year  

-Named a finalist in the "Best Consumer Digital Banking Solution Provider" category of the Banking Tech Awards USA 

-Listed as an honoree for one of the most innovative technology companies in the housing economy on HousingWire’s 2022 Tech100 list for the fifth consecutive year 

-Listed as number seven on the list of the 2022 Best Tech Startups in Minnesota 

-Minneapolis St. Paul Business Journal’s Top Software Development Firms (#15)

-MarTech Breakthrough Award – CRM Innovation

-Inc. 5000 Regionals – Midwest (#56)

-Finalist for the NAFCU Innovation Awards 

-Minneapolis St. Paul Business Journal Fast 50

-Deloitte Fast 500 (Rank #494)

-Star Tribune 2023 Top Workplace Award

Come Join Us:

We’re changing how financial institutions engage with consumers, and it starts with the people behind our platform. We’re seeking passionate individuals to grow with us as we continue to empower leading financial brands to form deeper customer relationships.