Sales Development Representative, Nonprofit and SMB

We are a profitable, mission-driven fintech company that provides quality financial solutions for people whose needs go unmet by traditional institutions. We serve people with complex needs and those who care for them, and it is an honor to wake up in the morning knowing that we have a profound impact on our customers’ lives.

This one-of-a-kind outbound SDR role is for someone with high social intelligence and demonstrated success growing top-of-funnel through primarily outbound sales activities with these customer segments. We’re focused on growing within awesome and unique customer segments – large nonprofits, small-medium-businesses, social service organizations, etc. – and our solutions are addressing real problems for real people. This business-critical role is ideal for someone who takes a curiosity-first approach to selling, is energized by turning a “no” into a “yes”, and is adept at navigating the complexities of the organizations that need our services. By nature this person needs to be independent, driven, and dedicated to finding the “yes”.

What You’ll Do

• Work with a small team (1-2 SDR and 2 AEs), and serve as the first point of contact with our future customers 

• Become an expert on the needs, challenges, and motivations of the organizations we serve (e.g., large nonprofits, small-to-medium businesses, social service organizations, etc.)

• Execute outbound email and cold calling campaigns that generate interest among prospects, convey the value of our product, and cultivate leads that go on to book Sales Qualified Appointments (SQAs)

• Conduct research to identify the highest-value targets and aligned prospects within matrixed organizations

• Use strong written, verbal, and interpersonal communication skills to build relationships with prospective customers over the phone and Zoom

• Maintain a high and consistent level of outreach and meet or exceed targets month-over-month 

• Maintain accurate client relationship data within Salesforce

Who You Are

• Independent, self-motivated and driven

• Humble, collaborative, warm, friendly, and empathetic to our customers’ needs and goals. Leads with curiosity and learning; and brings a high degree of professionalism

• Comfortable with trying new things and finding success with tools or methods you haven’t used before

• A top performer with proven metrics in a high-activity outbound sales role (cold calling, emailing, etc) 

• At least 2-4 years of experience in a previous sales role; selling within the non-for-profit, social services, or to senior care sectors a plus  

• A rock star solution seller who can quickly build rapport, identify needs/challenges and sell the value of True Link Financial to organizations with competing priorities

• A problem solver with outstanding communication skills, both written and verbal, and a high level of attention to detail

• A seller with a positive, driven attitude (and resilience when sometimes hearing “no”); the desire to solve tough challenges; and the ability to do more with less.

• Experience with Salesforce and / or other sales enablement tools

Why You'll Love Us

• We’ve got the energy and passion of a startup combined with the professionalism of a financial services firm and the compassion of a mission-driven organization that truly cares about each other and the people we serve.

• With fifty million Americans in our addressable market, we are catering to tons of people who need our products and services across the country - and we’ve got the potential to reach many more (with your help!).

• You’ll be joining a high-performing team at a magical time: We've hit profitability and over 150,000 users with a small-but-impressive team. This is an exciting time to join and to continue shaping how we grow from here.

• We treat each other like we treat our customers: with a high degree of respect, humility, and dignity. Diversity and inclusion are cultural values we take very seriously and welcome team members of all backgrounds and identities.

• We offer competitive wages, health, dental and vision coverage, paid parental leave, 12 paid holidays each year, your own professional development budget, and an awesome vacation package.

• We like to have fun together! The majority of us work from home from all across the US, and we enjoy connecting virtually for laughs with teammates, and appearances of kiddos and furry friends over Zoom. We also meet up in-person: we have small offices in San Francisco and in Kingston NY, and we also love our in-person team get-togethers around the country.

If you are a high-performing person who wants to join a diverse, inclusive team and use your skills to make a real impact in people’s lives, we invite you to apply to join our team.