Sales Development Representative

Hiline is a rapidly scaling, tech-forward outsourced financial operations company serving small and medium-sized businesses with accounting, finance, tax, and people services. The Sales Development Representative will generate outbound pipeline, qualify inbound and outbound opportunities, nurture early-stage prospects, maintain CRM data, and coordinate handoffs to Solutions Architects while collaborating with sales and marketing teams.

Responsibilities:

• Research and identify target accounts that fit Hiline's ideal customer profile
• Run multi-channel outreach (calls, emails, LinkedIn, events) to spark conversations
• Engage inbound leads quickly and effectively to qualify interest
• Consistently build and maintain a healthy top-of-funnel pipeline
• Conduct discovery calls to understand prospect needs, challenges, and buying readiness
• Assess fit based on size, industry, tech stack, and strategic priorities
• Log qualification details and maintain accurate CRM data in HubSpot
• Deliver warm, detailed handoffs to Solutions Architects
• Nurture prospects not yet ready to buy with timely follow-ups and relevant content
• Build relationships with multiple stakeholders across target accounts
• Collaborate closely with Marketing to improve lead quality and messaging
• Partner with AEs & Solution Architects to align on qualification criteria and pipeline priorities
• Track activity and conversion metrics to refine outreach strategy
• Share prospect insights and competitive feedback with internal teams
• Contribute ideas to improve SDR playbooks, messaging, and process

Requirements:

• • Experience in outbound prospecting, lead qualification, or similar sales roles
• • Financial acumen: a working understanding of accounting, bookkeeping, and tools like QuickBooks. You don't need to be an accountant, but comfort with basic financial concepts and terminology helps you speak credibly to prospects about their business and identify genuine fit
• • Communicate clearly, confidently, and professionally across channels
• • Balance persistence with empathy — you know how to push without being pushy
• • Inherently curious and can drive a conversation through thoughtful discovery
• • Highly organized, detail-oriented, and rigorous in following through
• • Learn quickly, adapt to feedback, and refine your approach
• • Enjoy collaboration and see yourself as part of a team hitting shared revenue goals
• • Motivated by measurable outcomes and love tracking your progress
• • Experience in financial services (accounting, tax, HR & Payroll)