Sales Development Representative

About this role

About us:

Branch is on a mission to empower workers with financial freedom. We do this by helping companies accelerate payments and providing working Americans with accessible, free financial services. We’re committed to building and delivering more inclusive, transparent, and frictionless financial products.

Our goal of empowerment extends to our own employees, too. Have a great idea? Share it today and it might just get implemented tomorrow. As a member of our team, your voice and creativity matter—and they can directly impact our products, company, and culture.

We not only focus on attracting great talent from across the country, but also on building teams that help that talent thrive. That means valuing a diversity of opinions and working styles, while creating a shared belief in innovation, initiative, and winning together.

Come join our team as we develop new ways to improve the lives of working Americans.

About the role:

We are looking for a Sales Development Representative to join the Branch sales team. This individual will work directly with our team of account executives to plan and execute on outbound B2B sales strategy to create and drive sales pipeline across various markets. Additionally, you will collaborate with marketing to provide field feedback and assist with campaign follow-up and inbound lead nurturing. The ideal candidate excels at communication and is both competitive and collaborative. A persistent mindset, openness to feedback, and the ability to thrive in a fast-paced environment are necessary for success in this role. Please note - this is a hybrid role, with on-site time in our Tampa office expected each week.

Responsibilities include, but are not limited to:

• Conduct outbound campaigns and generate qualified leads

• A/B testing to provide insights to overall campaign success and conversion

• Schedule demos for sales team with qualified leads

• Maintain a complete, accurate, up-to-date sales pipeline and forecast

• Keeps management informed through activity reports, such as daily call reports, and weekly work plans to achieve monthly goals

• Meet and exceed monthly targets and quotas for opportunity generation

• Recommend changes in products, service, and policy by identifying client needs and by staying current with industry trends

• Develop strong relationships with key accounts

Qualifications:

• 1-2 years in a sales role, such a retail sales (B2B SaaS a plus)

• Strong written and verbal communication skills and the ability to simplify topics

• Startup mentality: self-starter, proactive, flexible

• Willingness to learn core technology tools

• A passion for helping customers and building relationships

Compensation:

The base salary for this role is $55k.

The base salary listed excludes commission / bonus.

Location:

This position is classified as HYBRID in the Greater Tampa Area with an expectation to be in our shared workspace located at 501 E Kennedy Blvd Tuesday-Thursday weekly.

Benefits:

• Market-leading medical,…