Sales Development Representative

Posted 2 Days Ago
Be an Early Applicant
44113, Cleveland, OH, USA
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Generate outbound calls to merchants in assigned territory, qualify prospects, and schedule 8-10 qualified appointments weekly for outside Direct Sales. Log activity in CRM/Paycom, coordinate with sales reps, follow up on no-shows, meet call and appointment KPIs, and comply with telemarketing regulations.
Summary Generated by Built In

The Sales Development Representative (SDR) is responsible for generating and scheduling qualified sales appointments for Kurv's outside Direct Sales team. Working from assigned geographic territories and company-provided lead lists, the SDR proactively contacts prospective merchants to introduce Kurv's credit card processing solutions and secure in-person or virtual appointments for Direct Sales Representatives. This role is a critical driver of the sales pipeline and requires a self-motivated, resilient, and organized communicator who thrives on consistent outbound activity and measurable results.

KEY RESPONSIBILITIES

  • Place a high volume of outbound calls daily to prospective merchants within an assigned territory using company-provided lead lists.
  • Set a minimum of 8–10 qualified sales appointments per week for outside Direct Sales Representatives.
  • Clearly and professionally communicate Kurv's credit card processing value proposition to generate prospect interest.
  • Qualify leads by confirming business ownership/decision-making authority, current processing setup, and general fit before scheduling an appointment.
  • Supplement company-provided leads with self-sourced leads (e.g., Yelp, Google Business, local business directories, referrals) when doing so improves appointment quality or volume.
  • Accurately log all call activity, outcomes, and appointment details in the CRM/Paycom or designated system in real time.
  • Coordinate directly with assigned Direct Sales Representatives to confirm appointment details, territory coverage, and scheduling preferences.
  • Follow up on rescheduled, canceled, or no-show appointments to maximize territory conversion.
  • Maintain a working knowledge of Kurv's products, pricing structure, and competitive positioning to handle basic prospect questions and objections.
  • Meet or exceed weekly and monthly KPIs for call volume, contact rate, and appointments set.
  • Participate in ongoing coaching, call reviews, and training to continuously improve talk track and conversion rate.
  • Maintain compliance with all applicable telemarketing regulations (e.g., Do-Not-Call lists, calling hours) and internal company policy.

LEAD SOURCING

SDRs are provided with a defined territory and company-generated lead list as their primary source of outreach. SDRs who demonstrate strong performance may supplement their pipeline with self-generated leads from external sources such as Yelp or other local business listing platforms, provided all leads comply with Kurv's compliance and Do-Not-Call requirements. Any self-sourced leads and their outcomes must be logged consistently with company-provided leads.

PERFORMANCE EXPECTATIONS / KPIS

  • Minimum 8–10 set appointments per week (kept/held appointments tracked separately as a quality metric).
  • Daily call volume and talk-time targets as defined by sales leadership.
  • Appointment show/hold rate and lead-to-appointment conversion rate.
  • CRM/Paycom data hygiene — timely and accurate logging of all activity.

QUALIFICATIONS

Required:

  • High school diploma or equivalent required.
  • 1+ year of experience in outbound calling, telemarketing, appointment setting, inside sales, or a similar phone-based role.
  • Strong verbal communication skills with the ability to build rapport quickly and handle objections confidently.
  • Comfortable with high call volumes and a metrics-driven work environment.
  • Basic proficiency with CRM systems, Paycom, or similar sales/scheduling tools (or the ability to learn quickly).
  • Highly organized with strong time-management and follow-up skills.
  • Reliable, coachable, and self-motivated with a positive, resilient attitude toward rejection.

Preferred:

  • Prior experience in payments, financial services, credit card processing, or B2B outbound sales.
  • Experience self-sourcing leads through platforms such as Yelp, Google Business, or similar directories.
  • Bilingual candidates a plus, depending on territory.

WORK ENVIRONMENT / PHYSICAL REQUIREMENTS

  • Primarily a phone-based, in-office role requiring extended periods of sitting and talking on the phone.
  • Ability to use a computer, telephone/headset, and standard office equipment for extended periods.
  • Fast-paced environment with daily performance tracking and regular coaching feedback.

Skills Required

  • High school diploma or equivalent
  • 1+ year of experience in outbound calling, telemarketing, appointment setting, or inside sales
  • Strong verbal communication and objection-handling skills
  • Comfortable with high call volumes and metrics-driven environment
  • Basic proficiency with CRM systems, Paycom, or similar sales/scheduling tools (or ability to learn quickly)
  • Highly organized with strong time-management and follow-up skills
  • Reliable, coachable, self-motivated, resilient to rejection
  • Ability to use a computer, telephone/headset, and standard office equipment for extended periods
  • Maintain compliance with telemarketing regulations (Do-Not-Call, calling hours)
  • Prior experience in payments, financial services, credit card processing, or B2B outbound sales
  • Experience self-sourcing leads via Yelp, Google Business, or similar directories
  • Bilingual candidates (depending on territory)
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The Company
411 Employees
Year Founded: 1988

What We Do

Kurv is redefining how SMBs experience payments, offering straightforward, tech-driven solutions. It powers payment processing for thousands of U.S. businesses, streamlining operations and opening doors to growth.

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