Sales Development Representative I

Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops). 

Our leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. And we’re backed by leading VCs, including Insight Partners, Greylock, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more).

Having raised $84M, we’re a well-funded startup and have invested in people and technology while growing our partnerships — responsibly. 

We’re also proud to have received recognition from the fintech world. Awards we’ve won include: 

• 2023 Best Consumer Lending Program by Tearsheet
• 2023 Best Point of Sale Product by Fintech Breakthrough
• 2022 Best Consumer Lending Solution by Finovate
• 2022 Best Emerging Lending Platform by Lendit (now Fintech Nexus)

But what you’ll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS companies.)

As a result of our efforts in building this healthy company culture, we’ve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance.

Like any startup, we’re in it for the long haul, and we’re looking for people willing to join our journey of building something special together. 

This process starts with our company values, which guide us in everything we do — and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same:

• Put customers first (that’s our M.O.)
• Act fast (leverage our startup environment).
• Lead the way (show and tell).
• Take ownership (everyone is hands-on here).
• Be a good human (no egos, build financial products that do right by people).

Learn more about our values here. 

The Role

The Wisetack merchant sales team is a core part of Wisetack’s growth engine.  The team identifies, engages, and negotiates agreements with new home services contractors and merchants in the SMB, Mid-market and Enterprise sectors. 

We've driven exponential growth over the past three years, and we’re working to continue that trajectory.  This is a great team for someone who wants a high-leverage, revenue-generating role at a high-growth company.

The Wisetack merchant sales team is seeking a Sales Development Representative (SDR) to help scale our efforts by conducting prospecting and outbound outreach among merchants in the home services industry in order to kick off sales pipeline discussions with potential new Wisetack merchants.  Reporting directly to the Enterprise Sales Director, the goal of the SDR will be to increase our merchant partnerships to drive greater loan issuance for Wisetack.  

Responsibilities

• Identify and initiate pipeline discussions with potential Wisetack merchants while handing off qualified prospects to the AE team.  
• Develop creative outreach campaigns to initiate discussions with target merchants to populate the upper sales funnel.  Where appropriate, collaborate with Account Executives and other Growth team managers to inform outreach strategies and prioritize based on impact.
• Generate new, high-quality leads that are aligned with Wisetack’s goals.  Manage target prospects through the initial stages of the BD lifecycle.
• Develop a detailed understanding of Wisetack’s value proposition (to borrowers and merchants) and product features in order to articulate the benefits to prospects.
• Engage in comprehensive sales discussions with prospects to assess their business needs and communicate how Wisetack financing addresses those needs.
• Develop insights about your target group and communicate product and marketing needs back through the Wisetack organization.
• Where necessary, attend industry conferences to meet with prospects and generate new leads. 

Requirements

• Bachelor’s degree in Business Administration, Sales, Communications, or related field
• 2+ years in Sales, Business Development, or Partnerships with a track record of exceeding targets and experience working in a incentive-driven compensation model
• Hunter mentality, with a high degree of comfort executing all stages of the BD lifecycle, from initial outreach (via email, LinkedIn, cold calling, or in person) through to sales closing, onboarding, and initial activation
• Ability to work closely with cross-functional internal teams (e.g., Partnerships, Merchant Growth, Marketing, etc.)
• Strong verbal and written communication skills and the ability to interface and influence at the senior levels
• Self-motivated, detail-oriented, and with strong time management skills 
• Creativity and strong critical reasoning skills, and the ability to thrive in a fast-paced, dynamic work environment
• Strong passion for Wisetack’s mission, and for the businesses that comprise our partners and customers. 
• The qualities of being intellectually curious, hardworking, self-starting, customer-oriented, and of prioritizing integrity over short term results.
• Ability to work effectively in an exclusively remote work environment
• Knowledge of Home Services

Bonus points

• Experience working in a startup / growth-stage environment, ideally a venture-backed tech or FinTech company
• Familiarity with CRM and prospecting tools such as Salesforce and Apollo

Conclusion

The base salary for the position is $75,000, plus bonus potential, equity, and benefits. Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level and competencies.

Spend a little time on our About Us page and check out our Press page and our blog for more. If you think this might be a fit, we’d love to hear from you!