Sales Development Representative (Remote)

Published by Jane Ingram on

Are you interested in growing your career with a rapidly expanding global SaaS FinTech disruptor, working with passionate colleagues, and changing the financial industry?

At ForwardAI, we are building tools that revolutionize how small businesses make payments.

We believe the well-being of our team members is the core of our success in supporting our clients. Look at the list of what we offer before you decide if the role suits you:

  • 💰 Competitive salary with opportunities to grow your role
  • 🏡 Completely remote with flexible hours
  • 😎 Three weeks’ vacation + sick leave
  • 🩺 Extended health coverage, including prescription, vision, dental, and more (depending on location)
  • 💻 Home office fund for a comfortable workspace
  • 🌎 Culture of diversity and inclusion with a global team
  • 🎊 Regular digital company events

Specific benefits availability may depend on employee location.

The Role:

As a Sales Development Representative, you will play a crucial role in driving the growth of our innovative B2B payment solution. Your primary responsibility will be to generate qualified leads for our Customer Success team. With a competitive salary and excellent growth opportunities, this is an exciting opportunity for someone passionate about sales and technology.

We’re a fully remote team, so anyone that joins needs to be comfortable working from home and managing a team via company tools. Experience tracking performance and maintaining high effectiveness using tools like HubSpot is super important. At the same time, all our team members need to be tech-savvy and understand where our solutions fit in the financial technology stack.

Duties and Responsibilities

  • Conduct outbound prospecting to generate and qualify leads for the Forwardly product
  • Utilize various channels, including phone calls, emails, and social media, to engage with potential clients and nurture relationships
  • Clearly articulate Forwardly’s value proposition and benefits to potential customers
  • Schedule product demos and meetings with interested prospects
  • Collaborate with the Customer Success team to identify opportunities and hand off qualified leads for further sales engagement
  • Maintain accurate and up-to-date records of prospect interactions in our HubSpot CRM system
  • Stay up-to-date with industry trends, market developments, and competitor activities
  • Act as a positive role model for company culture – high integrity, ambition, passion, and collaboration are all important to us
  • Collaborate with remote team members as needed (potentially at early or later hours)


  • At least 2 years of proven experience in sales development, preferably in B2B SaaS or the financial services industry
  • Strong communication skills with the ability to engage and build rapport with potential customers
  • Self-motivated and target-oriented mindset with a track record of achieving or exceeding sales targets
  • Excellent organizational and time management skills to prioritize and handle large lead lists
  • History of thriving in a rapidly-changing environment
  • Comfort with working 100% remotely and checking in regularly – having dedicated office space is ideal as calls will be frequent
  • Previous experience with HubSpot, ZoomInfo, and LinkedIn Sales Premium is ideal
  • Superb written and verbal communication skills in English
  • Excellent discovery, writing, and presentation skills
  • Highly self-motivated, assertive, and professional, with the ability to exercise discretion as needed when dealing with sensitive and personal information
  • Able to pass a background check

Apply on LinkedIn here.

Categories: Job Postings