Sales Development Representative

In Office · San Francisco or Montreal · Full-time

We're a San Francisco and Montreal-based applied AI startup building the future of work in the banking industry. We're tackling a $100 billion-per-year problem, doubling every quarter, and pushing the boundaries of what's possible with multi-turn agentic AI systems.

We've shipped real AI agents that handle customer workflows in production for banks and credit unions. With a growing customer base and live deployments, we're scaling fast and looking for driven people who want to make an outsized impact early.

We're looking for a hungry, competitive Sales Development Representative to help us build pipeline across banks and credit unions.

You'll be leading initial conversations with financial institutions. Your goal will be to identify prospects that fit our ideal customer profile (ICP), understand their pain points, and book qualified meetings for our Account Executives.

You'll work closely with sales leadership and marketing, and you'll be on the ground at industry conferences. This is a high-visibility role on a small team, with a clear path to closing deals yourself.

• Build pipeline by prospecting into banks and credit unions, targeting mortgage, lending, operations, and executive leaders through calls, email, LinkedIn, and events.

• Identify prospects that fit our ICP, uncover operational pain points, and book qualified discovery meetings for Account Executives.

• Capture key qualification details, including team size, loan volume, current challenges, decision-makers, and next steps.

• Attend industry conferences: research attendees beforehand, conduct outreach through event apps, work the booth, and follow up quickly after each event.

• Partner with marketing on campaigns, event strategy, messaging, and targeted outreach, sharing insights from conversations with prospects.

• Track every touchpoint, meeting, and next step in our CRM to maintain accurate pipeline visibility.

• Hit weekly and monthly activity and qualified meeting targets, and share what's working with the team.

• Develop a strong understanding of our product and banking operations to have credible conversations with senior financial institution leaders.

• Hungry, coachable, and competitive. You want to win and aren't afraid of rejection.

• Ideally have at least one year of SDR/BDR or other outbound sales experience, but it's not required. If you've demonstrated grit elsewhere (sales, athletics, service, or a startup), we want to hear from you.

• A strong communicator in writing and on the phone, comfortable engaging with executives.

• Organized and disciplined about follow-up and CRM hygiene.

• Comfortable traveling to industry conferences and events.

• Based in or near San Francisco or Montreal.

• Curious about AI and how it's transforming financial services.

• Have sold to banks, credit unions, or mortgage teams, or worked within a financial institution.

• Have experience with SaaS or AI products.

• Have worked trade shows or industry conferences.

• Are familiar with CRM and sales engagement tools.

San Francisco

• Base Salary: 65,000–80,000 USD

• On-Target Earnings (OTE): 95,000–115,000 USD

• Equity included

Montreal

• Base Salary: CAD 55,000–80,000

• On-Target Earnings (OTE): CAD 95,000–115,000

• Equity included

Commission is uncapped and tied to qualified meetings and pipeline created.

• 🏦 Help build the future of work for the trillion-dollar banking industry using cutting-edge AI technology.

• 🚀 Clear opportunity to grow from SDR into an Account Executive role on a fast-growing team.

• 💲 Competitive base salary, uncapped commission, premium benefits, and equity.

• 🤝 Work alongside talented engineers, builders, and leaders, including repeat YC founders with a successful exit (Ready Education).

• 📈 Join a company with production AI agents already delivering value to revenue-generating customers.

• 🐦‍🔥 Be part of a team backed by Tier 1 Silicon Valley venture capital firms.