Wisetack is a fintech company specializing in consumer lending products for service-based businesses. The Sales Development Representative is responsible for generating qualified leads through outbound prospecting and converting cold outreach into opportunities for Account Executives.
Responsibilities:
- Generate pipeline through outbound prospecting (calls, email, SMS) targeting home services businesses
- Engage & qualify inbound leads in a timely manner
- Identify and engage decision-makers, turning cold outreach into qualified meetings
- Maintain strong funnel conversion rates (connect → conversation → meeting → opportunity)
- Build and prioritize target account lists using tools like ZoomInfo
- Effectively qualify prospects (revenue, ticket size, financing usage, sales process) & handle objections on prospect calls
- Partner closely with Account Executives for collaboration and seamless handoffs
- Maintain accurate CRM data and execute structured outreach cadences
- Maintain and track performance against KPIs (activity, meetings, pipeline) and continuously improve messaging
Requirements:
- 2+ years experience in outbound prospecting or high-volume, customer-facing roles
- Bachelor's degree
- Strong phone presence and ability to build trust quickly
- Familiarity with fintech, payments, or consumer financing concepts
- Experience with tools like Salesforce, Salesloft, and ZoomInfo
- A growth-oriented mindset, you thrive in dynamic environments and can pivot quickly to adapt to changing circumstances
- Highly organized, resilient, and competitive
- Experience selling into home services (HVAC, plumbing, roofing, etc.)
- Background in B2B, fintech, or startup environments
- Track record of top performance in outbound roles