About Clerkie
Clerkie is a fintech startup on a mission to democratize financial wellness using the power of artificial intelligence. Launched in 2018, Clerkie began with an app, aiming to help the nearly 123 million underserved Americans in need of financial guidance. Since its inception, the company has expanded its services and now pairs consumer guidance with cutting-edge B2B software. By pairing the two through the Clerkie network, these tools have become the go-to resource for creditors looking to manage loan losses while simultaneously helping millions of borrowers get out of debt.
Clerkie is a remote-first company, with nearly 30 employees spanning 4 time zones across the United States. To date, the company has raised $41 million, including a $33 million Series A round in early 2023. Investors include leading financial and venture institutions, including Citi Ventures, Left Lane Capital, Wellington Ventures, Flourish Ventures, and Vestigo Ventures.
About the role
We are looking for a Founding SDR to join our growing team at Clerkie. Your role will expand beyond executing daily outreach tasks - you’ll be working closely with our SDR Manager to develop messaging, test new and creative ideas, and ultimately figure out the best way to connect with our audience. The ideal person for this role can pivot on the fly, fight through adversity, enjoys thinking outside the box, and can communicate effectively with their team members.
Here’s what you will do
- Target potential clients and generate quality meetings through outbound prospecting activities, including cold calling, emailing, and social outreach
- Conduct thorough research to understand the needs and pains of your named accounts so you can set the strategy for breaking into those accounts
- Collaborate closely with the SDR Manager to develop and execute new campaigns aimed at increasing our engagement with potential clients
- Stay updated on the industry trends, market dynamics, and the competitive landscape to help influence our messaging
- Utilize our CRM (HubSpot) to maintain accurate records of prospect interactions, track progress, and prioritize follow-up activities.
Qualifications
- Proven experience as an SDR focused on outbound lead generation
- Experience as an SDR that has developed and tested outbound messaging, targeted new verticals or personas, and implemented creative outreach methods
- Excellent communication and interpersonal skills, with the ability to engage confidently with prospects and work effectively within a remote-first team environment
- Ability to thrive in a fast-paced, early-stage startup environment, with a strong sense of ownership and accountability
- Demonstrated coachability, adaptability, and an eagerness to learn and develop
Nice-to-haves
- Experience going 0 1, 1 10 at an early-stage startup (Series A - C)
- Experience with Hubspot or similar CRM tools
- A love for building
- A genuine passion for our mission and shared values
Our salary range
$55k - $75k base + bonus. Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location.
Our Benefits
- Top-notch medical, dental, and vision insurance
- 401k & retirement benefits
- Paid time off and holidays
- Annual company retreat
Our Process
Our hiring process is intentionally designed for you to interview Clerkie as much as our team is interviewing you. We've built a 5-step process that allows for a two-way assessment across skills, behaviors, values, technical ability, ways of working, and adaptability in a lean startup environment.
- Application (async candidate time)
- Recruiting Screen w/ People team (20-30 minutes via Google meet)
- Hiring Manager Meeting w/ our Sales Manager (45 mins via Google meet)
- Take-Home Challenge and Live Review w/ 1-2 Sales teammates (challenge is async candidate time, live review is 1 hr via Google meet)
- Final Management Meeting w/ a member of our SLT (30 minutes via Google meet)
Before we extend any offers, all candidates must successfully complete a standard background check in addition to a reference check. These checks are conducted in tandem to ensure a safe, secure, and compliant environment for all Clerkie team members and stakeholders. We approach this stage with transparency and sensitivity, and candidates will be provided with clear information about the process.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
What We Do
Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can't afford it.
Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers. After spending years helping struggling middle-class families, it became clear that users needed more help with their debt and their finances. They needed answers.
Clerkie uses conversational AI to build in-depth financial knowledge graphs that provide personalized answers and actionable plans for everyday Americans trying to achieve their financial goals.
Our mission is to democratize financial health and provide all individuals with an actionable path to financial security.
Email us at [email protected] if you'd like to be considered for current or future opportunities to join our team.
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