Sales Development Representative (SDR)

FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.

FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.

Solve the Problems That Matter Most

As a Sales Development Representative, you will engage prospects through cold outreach to communicate how FinQuery can solve lease accounting challenges. You will be responsible for cold-calling prospects and educating the market about the power of FinQuery and generating opportunities with net-new customers to support and enable sales Account Executives (AEs) to close revenue-generating deals.

At FinQuery, our Sales Development Representatives are pivotal to our company’s success. You will be a key member of our fast-growing and high-performing sales team and will be our specialists in researching prospects, discovering pain points, getting access to and setting meetings with decision-makers. Specifically, you will leverage your past cold calling and/or lead generation experience to communicate with potential clients via phone, emails, and Linkedin to develop an interest in FinQuery’s software. We believe that the most successful sellers have a passionate and supportive team behind them. As future Account Executives, our SDRs allow the current closing team to focus on conducting meetings with prospects and increasing the overall productivity of the sales organization.

You’ll have the opportunity to follow an established and successful sales process combined with weekly coaching and armed with the latest technology.

Setting quality meetings, you'll play an integral role in building our sales pipeline and our business! In the SDR training program at FinQuery, you will participate in a mix of virtual classroom-style learning as well as role-plays and practice.

Learn to generate sales-qualified leads, prospect via cold calls, email, LinkedIn, and establish the value of our solutions. Once you’ve engaged with a prospect, you will build rapport and find your prospects’ needs.

Receive 40% of your leads from marketing programs and will be 100% responsible for generating your own prospects.

Your success will be measured on proven key performance indicators including daily activity metrics as well as monthly quota attainment.

As you demonstrate mastery of skills, we have a clearly defined career path with our SDR organization that will set you up for promotion to sales, channel partner, or anywhere else you want to grow within the organization.

6+ months of relevant sales experience required; internship experience will be considered

Previous cold calling experience required

Positivity is a MUST! You are solutions-oriented and not afraid of challenges in a fast-paced environment

Collaborative mentality by prioritizing ‘we’ and not focusing on ‘me’

Results-driven and competitive nature

Superb writing, communication, and listening skills; you must understand objections and overcome them by turning skeptics into believers

Outstanding time management skills

High level of empathy - it’s important for our SDR’s to be a good person to peers and prospects

Proven ability to make strong connections and overcome rejection to achieve results

Desire to move up the ranks and become an Account Executive or Channel Partner Manager in the future required

Solid project management and business development skills

Excellent presentation and communication skills

Grit, strong work ethic, coachable, confidence, curiosity, self-awareness, and a focus on self-development

Success working remotely and a strong home setup

Knowledge of our sales tools such as Salesforce, SalesLoft, and Zoominfo is a plus

SaaS and/or FinTech experience definitely gives you a leg up!

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