At Formations, we help self-employed professionals take control of their taxes and finances. We’re looking for a Sales Development Representative (SDR) to join our team. This role is focused on connecting with leads, qualifying them, and making sure the right prospects get routed into the sales process.
This isn’t a simple “smile and dial” role. We’re looking for someone who can be thoughtful in outreach, listen well, and create a strong first impression of Formations.
What You’ll DoLead Engagement and Qualification
- Reach out to leads through calls, emails, and sequences
- Hold discovery conversations to understand needs, goals, and challenges
- Qualify prospects against Formations’ ideal customer profile
Lead Routing and Sales Support
- Route qualified opportunities to the right Account Executive
- Ensure smooth handoff and share context so sales reps can run effective conversations
- Keep lead status and activities updated in HubSpot
Outreach and Pipeline Building
- Build initial relationships with prospects to spark interest in Formations
- Nurture early stage leads who aren’t ready to buy yet
- Use structured outreach sequences across phone, email, and social to drive engagement
Collaboration and Feedback
- Work closely with the sales team to refine messaging and targeting
- Share insights from prospect conversations to improve talk tracks and outreach
- Contribute to team culture and help shape best practices
- 1+ year of experience in sales development, business development, or lead qualification (B2B or B2C)
- Strong communication skills on the phone and over email
- Curious and coachable, open to feedback and quick to learn
- Organized, detail-oriented, and comfortable working in a fast paced environment
- Familiar with CRM systems (HubSpot is a plus)
- Excited about helping self-employed professionals succeed
Bonus Points If You:
- Have experience in fintech, SaaS, or selling to self-employed professionals
- Enjoy working in a startup environment where things move quickly
Compensation range $50-75K
Top Skills
What We Do
Formations is a fintech startup with an innovative approach to taxes and accounting.
We provide a predictive tax and accounting solution for the self-employed.
Our customers are full-time self-employed, entrepreneurs who chose self-employment as a career.
We have developed a unique strategy that leverages technology alongside human expertise to automate bookkeeping, payroll, taxes, and benefit allocations throughout the year. This helps self-employed professionals save on taxes, secure their futures, and achieve financial well-being while reducing the time and energy spent managing back-office tasks. We believe that being independent shouldn’t mean being alone and we’re here to help.
Why Work With Us
We help real people solve real problems. We're not an enterprise solution or another startup that helps corporations be more efficient. We're build a solution that delivers real value to real people. We put people first and believe in the power of people to make a real difference in the world. It's why we chose to focus on the self-employed.
Gallery
