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.
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.
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.
We empower better business decisions as the leading marketplace of B2B service providers.
75 jobsSubscribe to Rise newsletter