Sales Development Representative

The Sales Development Representative is responsible for generating leads and sales pipeline coverage for specific territories, mainly through telephone and email. He/she will create a plan that maps to the pipeline development and lead goals for each month, quarter and fiscal year within assigned territories. This position works with marketing to ensure the plans meet lead generation goals, including building an account-based marketing plan to target specific financial institutions and titles to meet sales targets. He/she builds influential relationships with bank and credit union prospects and qualifies leads along the lead funnel, from marketing qualified to sales qualified by setting First Meeting appointments for sales consultations for Baker Hill financial technology solutions. Compensation is a combination of base salary and bonus-based components.
To be successful in this role, one must be: Extremely driven, goal oriented, and self-disciplined, Curious, coachable and willing to learn the key drivers of the industry, High energy and most productive in a fast-paced environment, Process-driven and capable of meeting daily activity goals and logging them in a CRM system

Essential Functions

• Quickly achieve intimate knowledge of Baker Hill's products, value proposition and positioning
• Use email as a tool to make an initial introduction of Baker Hill services to prospective buyers. Work with marketing to create catchy email content with a high open and conversion rate.
• Generate outbound efforts by creating a plan based on target prospect financial institution profiles/titles.
• Generate leads through various outbound methods, mainly cold-calling and emailing contacts from assigned data sheets. Pass qualified leads through to sales account executives within territories using Salesforce Sales Cloud.
• Quickly follow up on, qualify, and process inbound leads that come from events, trade shows, referrals, etc.
• Support marketing events by reaching out to attendee/prospects before the event to make them aware of Baker Hill's presence as well as following up after the events to convert leads to qualified status and/or set appointments.
• Make daily contact (email, call, connect via social) to evaluate each lead's goals, status in the buying process, and purchasing power; nurture leads to ensure they are: fully aware of Baker Hill's capabilities, interested in consulting with one of our seasoned sales professionals, and qualified to move on to a one-on-one consultation with a sales executive regarding Baker Hill solutions
• Answer and respond to incoming sales calls and "instant engagement/chat" requests from various marketing activities
• Meet lead gen targets and lead conversion rate targets as established by management

Requirements

• BA in Marketing,communications, sales, finance, business, or related field
• 3+ years In one or more of the following areas: inside sales, demand gen, software sales, or financial services sales
  PREFERRED:
  Experience in a bank or credit union (loan experience a plus)
  Experience in B2B or Technology
  Familiarity with marketing and CRM platforms (e.g., HubSpot, Salesforce)
• Ability and desire to quickly establish high level understanding of the financial services/technology industry
• A minimum of one year experience in an inside sales role or similar experience
• Demonstrated ability to remain focused on targeted tasks, priorities and deadlines
• Desire to perform lead generation responsibilities including cold calling and email
• Understanding of outbound lead generation best practices and ability to stay on top of changes in the industry
• Strong analytical skills to monitor data capture and use of reporting tools to track performance
• Able to translate the value proposition into both written and oral communications with prospects
• Able to conceptualize/explain complex concepts and ideas in a clear and concise manner using outstanding presentation and communication skills (in person and over the phone)
• Ability to team with marketing and sales to support all outbound lead generation initiatives.