Sales Development Representative

SV Academy is partnering with a high growth Financial Technology company to fill an Account Manager role. The primary responsibility of this role is to maximize lead-to-funding conversion through consultative selling and managing a warm pipeline of leads, while collaborating with various teams to ensure a smooth homeowner journey.

Responsibilities:

• Maximize lead-to-funding conversion: In understanding our prospects’ need to leverage homeownership and our timely solutions, the overarching goal for reps is to maximize conversion from marketing qualified lead to funding while always delivering an excellent homeowner experience
• Own a large, warm pipeline: Balance speed with intentionality as you manage a large pipeline of leads. Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria. This role’s success hinders on rapidly moving homeowners to next steps in the process while protecting pipeline discipline and high quality documentation
• Convert with consultative selling: Run high‑volume call blocks, uncover homeowners’ goals with empathy, and tailor financing options. Clearly set expectations and confidently drive towards funding decisions
• Drive your own growth: Play an active participant to role-plays, call reviews, and coaching. Plan out your day, track performance, test new tactics, and iterate for performance based on results
• Collaborate across teams: Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey. Share feedback from the front line to refine sales effectiveness and process improvements

Requirements:

• At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold
• Experience managing a customer pipeline and driving deals to close
• Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus
• Strong computer skills, attention to detail, and a proactive, problem-solving mindset
• Excellent communication skills, adaptable to change, and a collaborative team player
• Must be able to travel for two mandatory onsite events per year
• Must have a home office and be able to operate in a space without outside distraction
• Bachelor's degree in Finance, Business, or a related field is preferred but not required
• Familiarity with U.S. real estate or mortgage processing is helpful but not required