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Sales Development Representative - Financial Solutions

Remote role Full-time Open position

BELAY is a growing and vibrant company that offers virtual staffing solutions. The Sales Development Representative (SDR) - Financial Solutions plays a key role in driving growth by reconnecting with warm and dormant financial solutions leads to generate new business opportunities.

Responsibilities

  • Conduct warm outreach via phone, email, and LinkedIn to re-engage dormant leads and Marketing Qualified Leads (MQLs)
  • Lead consultative sales conversations to understand prospect needs, present tailored solutions, address objections, and close business
  • Utilize Salesforce to manage outreach activity, track pipeline progression, and maintain accurate records
  • Nurture early-stage leads through strategic, value-driven communication
  • Partner with Solutions Consultants and Marketing to enhance lead conversion rates and ensure message alignment
  • Consistently meet or exceed weekly outreach, meeting, and conversion goals
  • Provide insights and feedback on lead quality, market trends, and campaign effectiveness
  • Represent BELAY with professionalism, enthusiasm, and a brand-aligned presence
  • Manage the full sales cycle — from initial outreach through follow-up, conversion, and close

Skills

  • MUST RESIDE IN THE ATLANTA, GA AREA
  • Accounting acumen is required, with a strong understanding of accounting principles and processes, to identify opportunities within BELAY's Financial Solutions offerings
  • 1–2 years of experience in sales, lead generation, customer success, or related fields (entry-level candidates are encouraged to apply)
  • Excellent communication and interpersonal skills, comfortable engaging prospects via phone and video
  • Results-oriented and motivated by metrics, growth, and achievement
  • Highly organized with strong follow-through and attention to detail
  • Positive, resilient, and curious, with a desire to learn and thrive in a fast-paced environment
  • Experience with Salesforce or a similar CRM is a plus

Company Overview

  • BELAY is a Virtual Staffing Solutions company that offers virtual bookkeeping, administrative assistance, social media strategy service. It was founded in 2010, and is headquartered in Roswell, Georgia, USA, with a workforce of 201-500 employees. Its website is https://belaysolutions.com.
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