Sales Development Representative, Manager (Dublin, CA or USA Remote)

SavvyMoney•Dublin, CA

3d•Hybrid

About The Position

SavvyMoney is a leading San Francisco East Bay fintech company providing integrated credit score and personal finance solutions to over 1,600 bank and credit union partners nationally. The solutions integrate with more than 43 digital banking platforms. SavvyMoney has been recognized as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company. The Sales Development Representative, Manager is a hands-on, high-activity player-coach role responsible for building a qualified pipeline through outbound prospecting, cold calling, and inbound lead qualification. This role will own the full top-of-funnel motion from day one, generating qualified meetings and pipeline for Account Executives while helping define the process and messaging for scaling. Key responsibilities include outbound prospecting and meeting generation by prospecting into banks, credit unions, and fintech partners through cold calling, tailored email sequences, and LinkedIn outreach. This involves building targeted account lists and personalizing outreach based on research, intent signals, and engagement data. The role requires executing multi-touch sequences to generate qualified meetings and meeting/exceeding weekly and monthly activity quotas. Lead qualification and handoff involves qualifying Marketing Qualified Leads (MQLs) from various sources, conducting discovery conversations using structured frameworks, identifying business fit, urgency, stakeholder alignment, and next steps, and ensuring clean handoffs to Account Executives. Cross-functional collaboration with Marketing and Account Executives is essential for feedback on lead quality, campaign targeting, messaging performance, and aligning on ICP and qualification criteria. Process and reporting involve tracking activity and performance metrics in Salesforce and supporting tools (Apollo.io, Gong, and HubSpot), and documenting successful strategies to build a repeatable outbound playbook.

Requirements

3–5 years of experience in sales development or business development with a strong outbound focus
Proven track record of meeting or exceeding outbound activity quotas and pipeline goals
Comfortable with high call volume — this role requires consistent cold outreach, not just email and LinkedIn
Familiarity with qualification frameworks such as BANT, MEDDIC/MEDDPICC, or SPICED
Proficiency with Salesforce and sales engagement tools such as Apollo.io, Gong, or HubSpot
Highly organized and self-directed with strong follow-through on weekly KPIs
Motivated to prove results first, then build and scale a team
Candidates must be legally authorized to work in the United States on a full-time basis without the need for employer sponsorship now or in the future.

Nice To Haves

Prior SDR team lead or management experience is a plus, but a strong individual contributor track record will be equally considered
Experience in B2B SaaS, fintech, or financial services preferred

Responsibilities

Outbound prospecting and meeting generation
Prospect into banks, credit unions, and fintech partners through cold calling, tailored email sequences, and LinkedIn outreach
Build targeted account lists and personalize outreach based on research, intent signals, and engagement data
Execute multi-touch sequences to generate qualified meetings for Account Executives
Meet and exceed weekly and monthly activity quotas (calls, emails, LinkedIn touches, meetings booked)
Lead qualification and handoff
Qualify Marketing Qualified Leads (MQLs) sourced from paid media, conferences, webinars, and other marketing channels
Conduct discovery conversations using structured frameworks (BANT, MEDDIC/MEDDPICC, SPICED, or similar)
Identify business fit, urgency, stakeholder alignment, and next steps
Ensure clean, well-documented handoffs to Account Executives to support strong close rates
Cross-functional collaboration
Partner with Marketing to provide feedback on lead quality, campaign targeting, and messaging performance
Collaborate with Account Executives to align on ICP, qualification criteria, and outreach strategy
Process and reporting
Track activity and performance metrics in Salesforce and supporting tools (Apollo.io, Gong, and HubSpot)
Document what's working (sequences, messaging, targeting criteria) to build a repeatable outbound playbook

Benefits

Flexible Time Off (FTO) - take time off as needed to rest and recharge.
Medical, Dental, Vision – 100% premium paid for employee
Disability/Life Insurance
Opportunity for learning and career growth with a top Bay Area technology company
Reimbursement for remote work setup
Monthly stipend for phone and internet
Team building events, culture activities, all hands events
Paid time off to volunteer and serve the community
Half day Fridays
401k matching contribution
Equity Compensation Package