[Remote] Sales Development Representative I

Note: The job is a remote job and is open to candidates in USA. Guidant Financial is a company dedicated to empowering entrepreneurs and supporting small businesses. They are seeking a Sales Development Representative I who will be the initial point of contact for potential clients, helping them assess their needs and transition them to Finance Consultants.

Responsibilities

• Contact 300-350 new leads per month to assess their needs and quickly qualify or disqualify them for Guidant’s financing solutions
• Set appointments with qualified leads for the Finance Consultants, ensuring a smooth transition from lead qualification to the next stage of the sales process
• Accurately log all lead interactions and updates in Salesforce CRM to ensure consistent tracking and reporting of progress
• Maintain a predefined outreach cadence to ensure timely follow-up with leads, meeting monthly call and qualification targets
• Work closely with the Finance Consultants to ensure qualified leads are prepared for further engagement
• Maintain exceptional punctuality and reliability in all scheduled calls, meetings, and engagements
• Actively participate in training sessions to stay current on Guidant’s products, services, and lead qualification best practices
• Provide feedback to supervisors and team members on any challenges encountered in the lead qualification process
• Ensure all processes are documented, and assist in sharing best practices with peers to improve overall team performance
• Perform other duties as required

Skills

• Bachelor's degree in Business Administration, Finance, or a related field preferred
• 1-3 year's experience in phone-based sales or other transactional sales environments, demonstrating an ability to meet or exceed sales targets preferred
• Willingness and ability to make a high volume of outbound calls to warm leads, maintaining persistence and focus to meet monthly targets
• Strong listening skills and the ability to quickly build rapport with potential clients, ensuring effective and engaging communication
• Excellent verbal and written communication skills, with the ability to tailor messaging for a variety of audiences and build rapport quickly
• Proficient in Microsoft Office applications and CRM systems, preferably Salesforce, with an ability to accurately log and manage data
• Proactive, able to set priorities and manage workload effectively, taking initiative to meet and exceed individual and team goals
• Highly organized and detail-oriented, with the ability to manage multiple tasks and follow a structured outreach cadence in a fast-paced environment
• Ability to work in an autonomous environment, with the ability to manage multiple tasks and follow a structured outreach cadence in a fast paced environment
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen
• Must pass a background check
• Must meet work from home requirements to qualify
• For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet

Benefits

• Comprehensive health coverage (with a free premium option)
• Competitive salary
• Paid parental leave
• A generous 401k match
• 3 weeks of Paid Time Off plus 11 Paid Holidays
• Flexible Work Arrangements
• All the necessary equipment
• Ongoing training
• Career development opportunities
• Supportive leaders
• Award-winning culture
• Connect with senior leaders over coffee
• Company sporting events
• Inclusive work environment that values employee voices
• Encourages active participation
• Provides unwavering support

Company Overview