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Sales Development Representative (Fundera)

Are you passionate about helping small businesses grow? Fundera by NerdWallet is seeking a Sales Development Representative (SDR) to join our dynamic team! As an SDR, you will be the first point of contact for entrepreneurs and small business owners, helping them navigate their financial needs and directing them to solutions that will help their businesses thrive. You will play a key role in managing a pipeline of prospective customers and collaborating with our Account Executives to close deals. 

Where you can make an impact: 

  • Build the pipeline: Prospect and re-engage existing small business customers through various channels to discover their financing needs and create urgency around those needs.

  • Manage the beginning of the sales process: handling initial outreach and introducing the small business customer to their Funding Advisor.

  • Become a Fundera expert: speak confidently about our products and help business owners navigate the beginning of the application process.

  • Handoff warm leads: act as a liaison between Account Executives and small business owners ensuring a smooth transition when handing off leads.

  • Maintain accurate records: ensure all customer interactions and are documented and appropriately followed-up on.

Your experience:

We recognize not everyone will meet all of the criteria. If you meet most of the criteria below and you’re excited about the opportunity and willing to learn, we’d love to hear from you.

  • 0-2 years of direct sales experience

  • Proven ability to effectively manage a pipeline with consistent performance against various KPI’s/sales metrics

  • Possess outstanding communication skills

  • Have the ability to multi-task, prioritize, and autonomously manage your time

  • Comfortable and resilient in conversations with business owners from all walks of life

  • Excited by and thrive in a fast-paced inside sales environment

  • Think on your feet when faced with new challenges, tough conversations, or difficult questions

  • Always raise your personal bar. You can take feedback like a champ and implement it immediately

Where:

  • This role will be based in Phoenix, Arizona. 

  • We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.

  • We also know that people want the flexibility to work remotely, both for personal and professional reasons, so while this is an in-office role, as long as you are performing at our minimum standards you’ll have the flexibility to work remotely 2 Fridays per month anywhere in the continental US starting in your second month.

What we offer:

Pay Transparency

  • $57,000 On Target Earnings (Base + Commission)

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)

  • Industry-leading medical, dental, and vision health care plans for employees and their dependents

  • Rejuvenation Policy – Vacation Time Off + 11 holidays + 4 Mental Health Days Off

  • New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care

  • Mental health support

  • Paid sabbatical for Nerds to recharge, gain knowledge and pursue their interests

  • Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution

  • Monthly Wellness Stipend and Cell Phone Stipend

Have Some Fun! (Nerds are fun, too)

  • Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities

  • Hackathons and team events across all teams and departments

  • Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction 

  • Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match

Plan for your future (And when you retire on your island, remember the little people)

  • 401K with company match

  • Be the first to test and benefit from our new financial products and tools

  • Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar 

  • Disability and Life Insurance with employer-paid premiums

If you are based in California, we encourage you to read this important information for California residents linked here.

NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.  

NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice.

NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:

Right to Work Poster(English) /(Spanish/Español)

#LI-2

#LI-Onsite

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Average salary estimate

$57000 / YEARLY (est.)
min
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$57000K
$57000K

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 (Fundera), NerdWallet

Are you ready to make a meaningful impact on small businesses? Fundera by NerdWallet is on the lookout for a passionate Sales Development Representative (SDR) to join our vibrant team in Phoenix. In this role, you’ll be the friendly, first face that small business owners encounter as they explore financial opportunities. You'll engage with potential customers, helping them understand their unique financial needs and directing them to our solutions that will empower their growth. Your day-to-day will involve managing a pipeline of prospects, diving into various outreach channels to attract and engage small businesses, and collaborating directly with our stellar Account Executives to transition warm leads seamlessly. If you have 0-2 years of sales experience and possess fantastic communication skills, this could be the perfect opportunity for you. You'll learn the ropes quickly, become a Fundera expert, and contribute to innovative group initiatives. Plus, you’ll enjoy the perks of working in an inspiring office environment while having the flexibility to remote work on select Fridays. With competitive compensation, comprehensive health benefits, and a supportive work culture, Fundera is committed to your success and well-being while making the lives of small business owners easier. Join us and help shape the future of small business financing with your talents!

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

As a Sales Development Representative at Fundera, your responsibilities will include managing initial outreach to small business owners, identifying their financing needs, directing them to the appropriate solutions, and ensuring a smooth handoff to Account Executives. You'll actively build and manage a pipeline of prospects, document all interactions accurately, and contribute to collaborating efforts within the team.

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What qualifications are required for the Sales Development Representative position at Fundera?

The Sales Development Representative role at Fundera requires 0-2 years of direct sales experience, proven abilities in managing a sales pipeline effectively, and outstanding communication skills. A successful candidate will also demonstrate resilience in conversations, the ability to multitask, prioritize tasks, and manage time autonomously, making them comfortable in a dynamic sales environment.

Join Rise to see the full answer
What kind of work environment can a Sales Development Representative expect at Fundera?

At Fundera, the Sales Development Representative can expect an engaging and collaborative in-office environment in Phoenix. The team believes that working closely with colleagues fosters spontaneous learning and shared experiences. Plus, to accommodate work-life balance, employees can work remotely two Fridays a month after their onboarding period.

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What kind of support does Fundera offer to its Sales Development Representatives?

Fundera provides extensive support to its Sales Development Representatives, including industry-leading health benefits, paid time off, wellness stipends, and an employee guidance program. Additionally, there are unique perks such as mental health support, paid sabbaticals, and opportunities for participation in community initiatives and events that foster professional growth and balance.

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How does Fundera ensure a diverse workforce in the Sales Development Representative role?

Fundera is committed to creating a diverse workforce and encourages applications from all qualified individuals for the Sales Development Representative role. The company adheres to equal opportunity employment practices and prohibits discrimination or harassment based on any characteristic protected by law, ensuring a welcoming environment for all employees.

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Common Interview Questions for Sales Development Representative (Fundera)
Can you describe your process for prospecting new clients as a Sales Development Representative?

When answering, share any specific strategies or tools you use for prospecting. Highlight your ability to research potential clients, personalize outreach, and follow up consistently to build relationships. Mention how you've successfully generated leads in the past.

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How do you handle objections from potential clients during the sales process?

It’s crucial to convey how you listen actively and empathize with the client’s concerns. Share any specific examples of objections you've faced, how you addressed them effectively, and any techniques you use to turn objections into opportunities.

Join Rise to see the full answer
What metrics do you consider most important when managing a sales pipeline?

Discuss key performance indicators (KPIs) that matter to you, such as conversion rates, the number of calls made, response rates, or the time taken to close a lead. Be prepared to illustrate how you've used metrics to improve your sales approach.

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Describe a time you overcame a challenge in a sales role.

Provide a concrete example where you faced a significant challenge, detailing the context and your response. Highlight your problem-solving skills and resilience, and emphasize the successful outcome or learning experience.

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How do you prioritize your tasks when managing a large number of leads?

Explain your method for assessing the potential of leads and prioritizing your outreach accordingly. You may mention tools or techniques you use for tracking leads and managing time efficiently.

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What do you know about Fundera’s services and how would you explain them to a potential client?

Showcase your understanding of Fundera’s products and services, focusing on benefits for small businesses. Share how you would tailor explanations based on the client’s specific circumstances to foster a strong connection.

Join Rise to see the full answer
How do you build rapport with clients over the phone?

Discuss strategies you employ to establish a connection, such as active listening, asking open-ended questions, and showing genuine interest in the client’s needs. Provide examples of how this has led to successful interactions.

Join Rise to see the full answer
What motivates you as a Sales Development Representative?

Your answer should reveal your passion for helping others, your drive to succeed, and how you focus on building relationships and achieving team goals. Share a personal story that aligns with your motivation in sales.

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How do you handle feedback and incorporate it into your sales approach?

Demonstrate your receptiveness to feedback, providing a specific instance where you've made adjustments based on suggestions from peers or managers, and how that improved your sales skills.

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Why do you want to work as a Sales Development Representative at Fundera?

Connect your personal career goals with Fundera’s mission. Articulate your desire to help small businesses and how you appreciate the company's culture, values, and emphasis on employee growth and development.

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Confident financial decisions stem from clarity. Our mission is to provide the tools, information, and insight people need to navigate all of life's financial decisions. So they can easily find what they need and get back to life.

61 jobs
MATCH
VIEW MATCH
CULTURE VALUES
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
March 21, 2025

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