About InvoiceCloud:
InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It’s an award-winning, purpose-driven environment where top talent thrives.
Job Details
The Sales Development Representative prospects, qualifies, and generates new business opportunities for the Sales team. Reporting to the SDR Manager, this role drives pipeline through inbound and outbound outreach, account-based strategies, and strong engagement techniques. SDRs make the first impression with prospects and must communicate value clearly, think on their feet, and adapt quickly. The position provides foundational SaaS sales training, professional development, and uncapped earning potential.
Success Profile
Success in this role is anchored in InvoiceCloud’s Core Competencies. These competencies reflect the mindsets and behaviors that define success in this role. We outline how each competency translates into real-world actions and outcomes specific to this role.
Customer Centric
- Engages prospects with professionalism, active listening, and tailored messaging based on industry and prospect needs.
- Builds credibility quickly by demonstrating understanding of challenges within government, utility, insurance, or finance sectors.
- Identifies key stakeholders and adapts communication to suit decision-makers, influencers, or technical audiences.
- Positions InvoiceCloud’s value in a way that speaks directly to prospect pain points and desired outcomes.
Results Driven
- Meets or exceeds activity and pipeline generation goals through consistent calling, emailing, sequencing, and social outreach.
- Applies account-based selling strategies to prioritize target accounts and increase conversion.
- Creates and executes outreach plans that build healthy, qualified pipeline aligned to acquisition targets.
- Delivers strong discovery to understand prospect needs and articulate how InvoiceCloud can solve them.
- Demonstrates resilience, competitiveness, and ownership in achieving weekly, monthly, and quarterly performance expectations.
Takes Ownership
- Manages daily outreach, follow-up, and pipeline hygiene with discipline and accountability.
- Researches accounts to understand industry context, organizational structures, and pain points before engaging.
- Documents prospect interactions clearly to enable smooth handoffs to Account Executives.
- Continuously improves sales skills, messaging, and industry knowledge to strengthen performance.
- Approaches challenges with initiative, curiosity, and willingness to adapt based on coaching.
Drives Efficiency
- Uses CRM and sales engagement tools to efficiently manage high-volume outreach and organize workstreams.
- Prioritizes activities using data and dashboards to focus on accounts most likely to convert.
- Applies strong time management skills to maintain steady outbound activity and follow-ups.
- Streamlines workflows with templates, automation, and repeatable best practices.
- Collaborates with sales and marketing to refine outreach strategies and improve conversion rates.
Innovative
- Experiments with messaging, sequencing, and communication tactics to increase response rates and engagement.
- Uses AI-assisted tools to prepare messaging, analyze accounts, personalize outreach, and enhance productivity.
- Identifies trends, insights, and competitive signals across target accounts to refine strategy.
- Tailors prospecting approaches based on industry, buying behavior, and persona needs.
Requirements
- Strong verbal and written communication skills
- Ability to build credibility quickly and navigate gatekeepers
- Experience diagnosing prospect needs and articulating business value
- Effective time management, prioritization, and organization skills
- Eagerness to thrive in a fast-paced, evolving sales environment
- Comfort with high-volume outbound activity (calls, email, social outreach)
- Experience with CRM and sales engagement tools preferred
- Competitive, coachable, and highly motivated to exceed goals
Benefits
We offer a competitive benefits program including:
- Medical, dental, vision, life & disability insurance
- 401(k) plan with company match
- Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
- Mental health resources
- Paid parental leave & Backup Care
- Tuition reimbursement
- Employee Resource Groups (ERGs)
Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining your pay, we’ll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors.
InvoiceCloud is an Equal Opportunity Employer.
InvoiceCloud provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
If you have a disability under the Americans with Disabilities Act or similar law, or you require a religious accommodation, and you wish to discuss potential accommodations related to applying for employment at our company, please contact [email protected].
Click here to review InvoiceCloud's Job Applicant Privacy Policy.
To all recruitment agencies: InvoiceCloud does not accept agency resumes. Please do not forward resumes to our job’s alias, employees, or any other organization location. Invoice Cloud is not responsible for any fees related to unsolicited resumes.
Top Skills
What We Do
InvoiceCloud provides a complete, simple, and secure electronic bill presentment and payment solution. Our SaaS platform provides flexible and always-up-to-date online payment solutions that can be configured to meet the unique needs of your organization. And our simple-to-use interface engages customers throughout the payment process to deliver your highest ever e-payment adoption rates.

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