As an SMB/mid-market Sales Development Representative (SDR), you’ll be at the tip of the spear responsible for researching and qualifying top-of-funnel leads while being the first to connect with our potential customers. You’ll research and build contact lists and make outbound cold calls/emails to those who fit our Ideal Customer Profiles (ICP). This position will spend roughly 80% of the time on the phone or email prospecting for new clients. This position is a great fit for individuals to gain in-depth sales experience SaaS company looking to be the leader in this accounting automation domain!
Ultimately, the ideal candidate will have the ability to quickly switch gears between projects to accommodate our fast-paced environment and provide quick ticket problem-solving. Our culture is unique and hard to beat; we are hard-working, go-doers that also value the importance of maintaining a work/life balance for our team members.
About Us
Docyt, pronounced “docket”, is a Silicon Valley-based FinTech startup headquartered in Silicon Valley, that is passionately focused on giving businesses control of their financial data. While great strides have been made in sending and receiving payments, businesses still struggle to aggregate all their financial data, understand it, and use it to make well-informed, timely decisions. Docyt brings order to data chaos.
Docyt is a super app that applies AI (artificial intelligence) across the entire accounting tech stack. Docyt digitizes financial data, automates both income and expense workflows, continuously reconciles QuickBooks®, and generates real-time financial statements. That explains what we do, but here’s why it’s important. A complete, accurate, real-time financial picture empowers businesses to make timely and smart decisions so their business can thrive.
- You’ll research and build contact lists, make outbound cold calls/emails to those who fit our Ideal Customer Profile (ICP), and will then partner with AE's to get customers onboarded
- This position will spend roughly 80% of the time on the phone or email prospecting for new clients
- Generate high volume quality MQLs through various direct sales efforts such as calls, emails, events, webinars, and other channels generated by marketing initiatives.
- Make daily outbound calls/emails to prospects who have demonstrated interest.
- Follow up on all calls and emails until meetings are booked or you’ve been able to move the prospect through the funnel to an SQL/SAL
- Record all activities and properly manage lead stage/flow in our CRM - Hubspot proficiency will be a big plus.
- Achieve or exceed monthly quotas of meetings, demos, and qualified leads worked with AEs
- Schedule product demos on AE's calendar
- Establish BANT by asking the right questions about the prospect's business, and their challenges, and helping them understand how Docyt will help them solve those challenges
What we're looking for:
- Must have 3 - 6 years of BDR/SDR experience in the SaaS or similar software space - accounting knowledge is a huge plus.
- Willingness to work on U.S.-based hours
- Great speaking self-awareness and ability to read prospect signals and adjust accordingly to move the prospect down the funnel - strong English proficiency is key.
- Must have a clear, easy-to-understand phone voice and a professional Zoom presence with the ability to engage and empathize over the phone.
- Hands-on experience with multiple sales prospecting techniques like cold calling, cold emailing, video conference selling, and social outreach is a must.
- Must be a great listener with an ability to address objections graciously and frame the next steps clearly.
- Good writers and creative thinkers are needed - must be able to craft well-written (great grammar and spelling), compelling emails, and responses that lead prospects down the funnel.
- Verifiable track record of success and goal attainment in a frontline sales-oriented role
- Deep knowledge of software and social networks (especially LinkedIn, Facebook, and Twitter) is important.
- Track record of (over)achieving sales quotas.
- Must have a strong, self-motivated drive, passion, and desire to deliver results
- Experience in a fast-growing startup environment is a big plus
- Strong Salary plus incentive-based commission
- Be part of an exciting and fast-growing SaaS organization
- An impactful role with lots of growth potential
- A lot of freedom to apply your creative and strategic skills
- A work-hard, play-hard environment
- PTO and Company Holidays
- Monthly company-wide “all hands” meetings
- An OKR driven team so everyone is on the same page
