Sales Development Representative

SV Academy is partnering with a high growth, Financial Technology company looking to add a new Account Manager to their team. The role involves maximizing lead-to-funding conversion, managing a large pipeline of leads, and collaborating across teams to ensure a smooth homeowner journey.

Responsibilities:

• Maximize lead-to-funding conversion
• Own a large, warm pipeline
• Convert with consultative selling
• Drive your own growth
• Collaborate across teams

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