Institutional Sales Associate, Derivative Sales - job 1 of 2

Company overview: Hi we're Clerkie, a fintech startup based in SF. We're a team of nearly 30 spread across the country, and we're on a mission to help Americans get out of debt. The consumer debt crisis is at an all-time high ($17T) and most Americans live paycheck-to-paycheck. When people fall into debt, it's typically driven by scenarios outside of their control, and for many families, it can be incredibly difficult to navigate. We're here to help Americans manage their debt and give them the tools to succeed. We work closely with borrowers to help triage their financial situation, increase their credit score, and automatically negotiate their outstanding debts. We provide powerful and innovative tooling to both consumers and creditors to streamline repayment through the next generation of financial tooling.Clerkie launched in 2018 and has significant financial backing from leading financial and venture institutions like Citi, Left Lane Capital, Wellington Ventures, Flourish Ventures, and Vestigo Ventures.Culture:Every day, we obsess about how we can provide the best possible experience and outcome for our users. Our goal is to create a lasting business, one that uses true innovation to rethink the financial journey for Americans.We're a group of hard-working professionals who are located across the US - 4 different time zones! We have a customer-first mindset and an appetite for getting stuff done. We're looking for a team member to help us deliver life-changing solutions to those who need them most.What we look for:• You can pivot on the fly. Clerkie is constantly evolving, so our priorities do, too. What you worked on last month may not be what you work on today, and that excites you. You're not looking for a boring job.• You have a "can do" attitude. Our teams create high-quality work on quick timelines. Owning a problem doesn't scare you, but rather empowers you to take 100% responsibility for achieving our mission.• You've got positive energy. You're optimistic about the future and determined to get there.• You're never tired of learning.• You appreciate direct communication and look for feedback. You're both an active communicator and an eager listener.Why work for us:• Competitive salary + equity• Top-notch medical, dental, and vision• 401k & retirement benefits• Fully remote position• Fantastic coworkers• Annual destination company retreat• You'll have the opportunity to see how all aspects of the business operate and have the chance to be a part of a startup from the very beginning.Job Description:As an SDR Team Lead, you will oversee and guide a team of talented Sales Representatives, ensuring they surpass lead generation goals and uphold exceptional standards in prospecting and lead qualification. Additionally, you will play an instrumental role in refining lead generation procedures, monitoring performance metrics, and promoting synergy between the SDR team and the sales department to facilitate the seamless transfer of qualified leads. We're seeking someone who deeply understands the challenges with prospecting, and can effectively develop strategies and solutions to allow the team to flourish and achieve their maximum potential.Responsibilities:• Set the strategy and drive outbound prospecting efforts to generate new client opportunities, both individually and with the SDR team.• Support the team in exceeding KPI performance metrics, such as call quotas and scheduled meetings with new clients.• Oversee our CRM (HubSpot) to ensure the team maintains accurate records of prospect interactions, tracks progress, and prioritizes follow-up activities.• Actively provide coaching to SDRs on sales techniques and best practices.• Spearhead the development of new initiatives, collateral, and resources to enhance the team's growth and effectiveness.• Collaborate with other sales leaders to ensure alignment and optimize the team's impact.• Work closely with Sales Enablement and Sales Strategy teams to identify and access leads for the SDR team.What You'll Need:• 3+ years of BDR/SDR experience.• Strong inherent team management skills, and the ability to ensure maximum productivity and performance across contributors.• Demonstrated expertise in sales, showcasing a history of successfully selling fundamental infrastructure solutions to financial institutions throughout the debt lifecycle.• Outstanding communication and interpersonal abilities, demonstrating confidence in engaging with prospects and establishing rapport.• Exceptional organizational capabilities and meticulous attention to detail, enabling efficient management of multiple priorities and deadlines.• Tenacious appetite for success and the ability to instill that within the broader SDR team.Nice-to-Haves:• Experience with scaling an enterprise or software company.• Experience in consumer and personal finance, especially at a startup.Other criteria and cultural fitness:• Passion for Clerkie's mission of empowering everyday families to manage their finances and get out of debt.• Committed to being a part of something bigger than yourself.• Excitement for being part of a small team and self-driven in a fast-paced environment.Salary: $60k - $90k (+ equity / bonus)Additional compensation in the form(s) of equity and/or bonus are dependent on the position offered. Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skill set, and location.Want to be a part of something bigger than yourself?Submit your resume and share why you are passionate about joining our team. Clerkie is an equal opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply.Note: 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.