Sales Development Representative (SDR) – Financial Services Sector

The Role:
We are hiring an ambitious and commercially minded Sales Development Representative (SDR) to support a fast-growing New York based financial services firm specialising in Fractional CFO, Controller, Accounting and Bookkeeping solutions for SMEs across the United States.
This is an excellent opportunity for someone looking to build a long-term career in sales, business development, finance services, and international client management while working directly with senior leadership teams in the US market.

Responsibilities:
Outbound telemarketing and cold calling

LinkedIn outreach and relationship building

Email campaign management and follow-up

Identifying and qualifying business owners and decision makers

Booking qualified appointments for the client’s senior consultants

Maintaining CRM activity and pipeline updates

Working closely with leadership on campaign strategy and messaging

KPI Target:
20 booked qualified meetings monthly

Requirements:
Strong English communication skills (written and verbal)

Confident speaking with business owners and senior decision makers

Positive, resilient and target-driven mindset

Previous SDR, telesales, appointment setting or customer-facing experience preferred

Comfortable using LinkedIn, CRM systems and outbound sales tools

Professional and highly organised