Sales Development Representative, Manager (Dublin, CA or USA Remote)

**To be considered for this position, candidates must be legally authorized to work in the United States on a full-time basis without the need for employer sponsorship now or in the future.

SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,600 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.

SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.

We’re headquartered in Dublin, CA, and offer a flexible hybrid work environment that blends in-office collaboration with the freedom of remote work.

The Sales Development Representative, Manager will be responsible for building a qualified pipeline through outbound prospecting, cold calling, and inbound lead qualification. This hands-on, high-activity player-coach role will own the full top-of-funnel motion from day one, generating qualified meetings and pipeline for our Account Executives while helping define the process and messaging that will scale.

Key responsibilities

Outbound prospecting and meeting generation

• Prospect into banks, credit unions, and fintech partners through cold calling, tailored email sequences, and LinkedIn outreach

• Build targeted account lists and personalize outreach based on research, intent signals, and engagement data

• Execute multi-touch sequences to generate qualified meetings for Account Executives

• Meet and exceed weekly and monthly activity quotas (calls, emails, LinkedIn touches, meetings booked)

Lead qualification and handoff

• Qualify Marketing Qualified Leads (MQLs) sourced from paid media, conferences, webinars, and other marketing channels

• Conduct discovery conversations using structured frameworks (BANT, MEDDIC/MEDDPICC, SPICED, or similar)

• Identify business fit, urgency, stakeholder alignment, and next steps

• Ensure clean, well-documented handoffs to Account Executives to support strong close rates

Cross-functional collaboration

• Partner with Marketing to provide feedback on lead quality, campaign targeting, and messaging performance

• Collaborate with Account Executives to align on ICP, qualification criteria, and outreach strategy

Process and reporting

• Track activity and performance metrics in Salesforce and supporting tools (Apollo.io, Gong, and HubSpot)

• Document what's working (sequences, messaging, targeting criteria) to build a repeatable outbound playbook

Qualifications

• 3–5 years of experience in sales development or business development with a strong outbound focus

• Prior SDR team lead or management experience is a plus, but a strong individual contributor track record will be equally considered

• Proven track record of meeting or exceeding outbound activity quotas and pipeline goals

• Comfortable with high call volume — this role requires consistent cold outreach, not just email and LinkedIn

• Experience in B2B SaaS, fintech, or financial services preferred

• Familiarity with qualification frameworks such as BANT, MEDDIC/MEDDPICC, or SPICED

• Proficiency with Salesforce and sales engagement tools such as Apollo.io, Gong, or HubSpot

• Highly organized and self-directed with strong follow-through on weekly KPIs

• Motivated to prove results first, then build and scale a team

How we measure success

• Outbound activity volume (calls, emails, LinkedIn touches) against defined weekly quotas

• Meetings booked and held (including show rate)

• MQL-to-SQL conversion rate

• Qualified pipeline contribution

• Quality and completeness of handoff documentation

Base Salary

The base salary for this position will be between $95,000.00 and $120,000.00 + commissions.

Additionally we provide

• Equity Compensation Package

• Flexible Time Off (FTO) - take time off as needed to rest and recharge.

• Medical, Dental, Vision – 100% premium paid for employee

• Disability/Life Insurance

• Opportunity for learning and career growth with a top Bay Area technology company

• Reimbursement for remote work setup

• Monthly stipend for phone and internet

• Team building events, culture activities, all hands events

• Paid time off to volunteer and serve the community

• Half day Fridays

• 401k matching contribution

• Beautiful California East Bay offices in Dublin, CA

SavvyMoney’s EEO Statement

SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer.

We are committed to protecting your data. To learn more, please review the
SavvyMoney Employee Privacy Policy Notice here