Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Sales Development Representative image - Rise Careers
Job details

Sales Development Representative

About the Role

As an SDR, you will play a critical role in our revenue growth strategy, supporting both inbound and outbound prospecting efforts. You will:

  • Engage with inbound leads, including website visitors, content downloads, and event attendees.

  • Execute outbound prospecting campaigns, targeting Chief Lending Officers (CLOs), VPs of Lending, Chief Digital Officers (CDOs), CXOs, COOs, and other decision-makers at mid-to-large-sized credit unions.

  • Qualify leads and schedule meetings for the sales team.

  • Maintain CRM hygiene and leverage email automation tools to nurture prospects.

  • Support trade show and event efforts, including booth duty and post-event follow-ups.

  • Collaborate closely with the sales team to ensure a seamless handoff of sales-qualified leads (SQLs).

About the Team

Clutch’s marketing organization is a small but fast-growing team that’s driving awareness of how Clutch is reshaping credit union lending and account origination. As part of this team, you’ll gain valuable experience across sales, marketing, and financial technology while working with a high-energy, collaborative group. Your work will have a direct impact on revenue growth, and you'll have the opportunity to grow your career in areas such as sales, account management, or marketing.

What You’ll Do

Within 3 months, you will:

  • Identify and reach out to potential credit union clients through a mix of cold calls, emails, and LinkedIn outreach.

  • Follow up with inbound leads and nurture them until they are sales-qualified.

  • Conduct discovery calls to assess credit union needs and challenges.

  • Maintain accurate records in the CRM, ensuring timely follow-ups and reporting.

Within 6 months, you will:

  • Work with marketing and sales to refine messaging and optimize outreach strategies.

  • Provide regular updates on prospecting activities, pipeline, and conversion rates.

  • Develop and execute sales plans in partnership with AEs and GTM leaders

  • Achieving sales targets

Within 9 months, you will:

  • Operating as an integral part of the GTM motion

What You’ll Bring

  • 1-2 years of sales, business development, or marketing experience, ideally in B2B fintech, SaaS, or financial services.

  • Experience with CRM software (HubSpot, Salesforce, or similar) and email automation tools.

  • Strong communication and interpersonal skills—comfortable engaging with executive-level prospects.

  • Self-motivated with a hunter mentality and a results-driven approach.

  • Ability to manage multiple touchpoints and nurture long sales cycles.

  • Experience with cold calling, outbound prospecting, and/or event support is a must.

  • Ability to travel up to 20%

Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability.

What’s In It For You?

  • Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.

  • Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.

  • Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.

  • Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.

  • Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.

  • Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.

  • Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.

About Us

Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt.  Unlike traditional financial institutions, Clutch develops software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans. Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions.

Clutch is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Our organization participates in E-Verify. Click here to learn about E-Verify.

Clutch Glassdoor Company Review
4.0 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
Clutch DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Clutch
Clutch CEO photo
Sonny Ganguly
Approve of CEO

Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Sales Development Representative, Clutch

As a Sales Development Representative at Clutch, you will be a pivotal part of our revenue growth strategy, engaging in both inbound and outbound prospecting to help connect with credit union clients. Picture yourself chatting with potential leads who visit our website, download our content, or meet us at events. Your mission will include executing outreach campaigns aimed at decision-makers like Chief Lending Officers and COOs from mid-to-large-sized credit unions. You’ll also assess leads for their readiness and set up meetings for our sales team. Maintaining clean records in our CRM and utilizing email automation tools will be part of your daily toolkit, as will supporting trade shows where you'll engage with attendees directly. You won’t just be part of the sales process; you’ll collaborate closely with our high-energy marketing team, gaining exposure across sales and finance sectors. Plus, with your efforts going directly toward our revenue growth, you will discover opportunities for career advancement in sales, account management, or marketing. If you’re someone with 1-2 years of sales or business development experience, particularly in B2B fintech or SaaS, and are motivated by interactions with C-suite executives, this role might be your perfect fit. Who doesn’t love a good work-life balance? Here’s the icing on the cake: enjoy remote work flexibility, exciting off-site adventures, and comprehensive health coverage. Your journey with us at Clutch not only supports our mission of transforming credit union engagement but also prioritizes your professional growth and personal well-being.

Frequently Asked Questions (FAQs) for Sales Development Representative Role at Clutch
What are the primary responsibilities of a Sales Development Representative at Clutch?

The main responsibilities of a Sales Development Representative at Clutch include engaging with inbound leads, executing outbound campaigns targeting decision-makers, qualifying leads for the sales team, maintaining CRM records, and supporting trade show efforts. Your work directly influences the sales growth and success of our team.

Join Rise to see the full answer
What qualifications or experience are needed to become a Sales Development Representative at Clutch?

To succeed as a Sales Development Representative at Clutch, candidates should have 1-2 years of experience in sales, business development, or marketing, ideally within B2B fintech or SaaS. Familiarity with CRM software, strong communication skills, and a proactive attitude toward prospect engagement are essential for the role.

Join Rise to see the full answer
How does the Sales Development Representative role at Clutch support career growth?

As a Sales Development Representative at Clutch, you’ll gain valuable experience across sales, marketing, and financial technology. This role sets a strong foundation for advancement in areas such as account management, sales leadership, or marketing strategy, especially given Clutch's focus on personal and professional development.

Join Rise to see the full answer
What are some tools and software that a Sales Development Representative at Clutch will use?

Sales Development Representatives at Clutch typically use CRM software like HubSpot or Salesforce to manage leads and track interactions. They'll also utilize email automation tools to effectively nurture prospects and streamline their outreach efforts in this dynamic sales environment.

Join Rise to see the full answer
What benefits can a Sales Development Representative expect while working at Clutch?

Clutch offers an array of benefits including remote work flexibility, paid time off, stock options, comprehensive health coverage, and a dedicated budget for home office setup. Employees also have opportunities for exciting company off-sites and work trip budgets that foster team bonding and professional growth.

Join Rise to see the full answer
Common Interview Questions for Sales Development Representative
Can you describe your previous experience in sales or business development relevant to the Sales Development Representative role?

In answering this question, focus on your key achievements in previous sales roles, such as the types of products you sold, your target markets, and specific metrics that illustrate your success in meeting or exceeding sales quotas.

Join Rise to see the full answer
How do you approach lead generation and nurturing prospects?

Effective candidates should answer by detailing their methods for lead generation, including techniques for engaging cold leads, the importance of follow-up, and their experience with email marketing and social media outreach to build relationships.

Join Rise to see the full answer
What strategies do you find effective in cold calling or outreach to high-level executives?

Discuss specific strategies that demonstrate your understanding of executive-level communication, such as personalized messaging, understanding pain points, and being succinct, all while maintaining confidence and professionalism.

Join Rise to see the full answer
How do you handle objections during a sales call or lead follow-up?

Answer by explaining the importance of active listening, empathy, and having prepared responses ready. Give examples of how addressing objections can lead to more productive conversations and ultimately pave the way to successful closings.

Join Rise to see the full answer
Why do you want to work at Clutch as a Sales Development Representative?

Focus on Clutch’s mission and values, your admiration for the innovative approach they take in the fintech space, and how you feel your skills and passions align with the company’s goals.

Join Rise to see the full answer
What CRM systems have you used in the past, and how have they contributed to your effectiveness as a sales professional?

Talk about specific CRM systems you’ve worked with, highlighting your ability to maintain data, follow up with leads, and track success metrics. Cite how CRM efficient use has enhanced your ability to convert leads to sales.

Join Rise to see the full answer
How do you keep yourself organized when managing multiple prospects and leads?

Detail your organizational strategies, such as using CRM tools, creating prioritization systems, and setting reminders for follow-ups to demonstrate your proactive approach to managing a sales pipeline.

Join Rise to see the full answer
What do you consider to be the biggest challenges in sales development today?

Provide insight into current challenges in the industry, such as market competition or changing buyer behaviors, and discuss how your adaptability and proactive strategies can effectively address these challenges.

Join Rise to see the full answer
Share an example of a time when you successfully turned a rejection into a potential lead.

Use a specific anecdote where you faced rejection, detailing the steps you took afterward that opened the door to future engagement, showcasing your resilience, problem-solving, and relationship-building skills.

Join Rise to see the full answer
How do you measure the success of your outreach efforts?

Discuss metrics such as conversion rates, number of appointments set, lead quality assessments, and personal reflections on what constitutes a successful outreach to demonstrate your analytical approach to sales.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 14 days ago
Photo of the Rise User
Clutch Remote No location specified
Posted 4 days ago
Photo of the Rise User
Pirros Hybrid Los Angeles
Posted 2 days ago
Photo of the Rise User
Vuori, Inc Hybrid Aventura Mall, Aventura, FL 33180, USA
Posted 8 days ago
Photo of the Rise User
Inclusive & Diverse
Growth & Learning
Customer-Centric
Collaboration over Competition
Medical Insurance
Maternity Leave
Flex-Friendly
401K Matching
Photo of the Rise User
Posted 8 days ago
Photo of the Rise User
Sur Remote No location specified
Posted 7 days ago
Photo of the Rise User
AccorHotel Hybrid Chicago, IL, USA
Posted 4 days ago
Photo of the Rise User
H&M Group Hybrid 340 SW Morrison St, Portland, OR 97204, USA
Posted 3 days ago

We empower better business decisions as the leading marketplace of B2B service providers.

75 jobs
MATCH
VIEW MATCH
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 25, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
T
Someone from OH, Dublin just viewed Brand Marketing Intern-Summer 2025 at Trove Brands
Photo of the Rise User
10 people applied to Renewals Manager at Cisco Systems
Photo of the Rise User
Someone from OH, Mentor just viewed Supply Planning Analyst at Avery Dennison
D
10 people applied to A&R at Duetti
Photo of the Rise User
Someone from OH, Columbus just viewed Medical Expert, Fertility and Pregnancy at Carrot Fertility
Photo of the Rise User
Someone from OH, Kent just viewed Finance Year-round Intern at Sherwin-Williams
Photo of the Rise User
Someone from OH, Cincinnati just viewed Product Owner, AI at Modernizing Medicine, Inc.
Photo of the Rise User
14 people applied to Amazon Assistant at Remote VA
Photo of the Rise User
Someone from OH, Strongsville just viewed Used Car Buyer - Concord Toyota at Sonic Automotive
Photo of the Rise User
Someone from OH, Canton just viewed UI Designer - Website & Brand at Atlan
Photo of the Rise User
Someone from OH, Dayton just viewed Data Engineer - User Platform at Spotify
Photo of the Rise User
Someone from OH, Dayton just viewed Data Engineer - #1696 at MeridianLink
Photo of the Rise User
Someone from OH, Columbus just viewed Enterprise Sales Project Associate at Array
Photo of the Rise User
Someone from OH, Akron just viewed Medical Receptionist at LifeStance Health
Photo of the Rise User
Someone from OH, Thornville just viewed Finance Rotation Analyst at Huntington National Bank
Photo of the Rise User
Someone from OH, Columbus just viewed Cashier - Sawmill Road Market District at Giant Eagle
Photo of the Rise User
Someone from OH, Cincinnati just viewed Data Scientist at Apex Systems
Photo of the Rise User
Someone from OH, Mansfield just viewed POS Install Tech at TEKsystems
Photo of the Rise User
Someone from OH, Dublin just viewed Sr. Manager UX Design Research at Visa
Photo of the Rise User
Someone from OH, Columbus just viewed Case Manager at Release Recovery
Photo of the Rise User
Someone from OH, Cincinnati just viewed Recruiting Coordinator (Contractor) at Anduril Industries
Photo of the Rise User
Someone from OH, Dublin just viewed Field Support Technicians - (Phoenix) at Nordstrom