Sales Development Representative
UFP Industries$70,000 - $80,000/year
Full Time
Entry Level & New Grad
$180,000 – $200,000Compensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
TelecommunicationsIndustries
Requirements
- 3+ years experience in a full cycle sales role
- Proven hunter mentality with exceptional ability to prospect, uncover leads, and close deals in a competitive sales environment
- Excellent understanding of sales process, forecasting, and pipeline management
- Independent self-starter that thrives in a fast-paced environment
- Strong negotiation and problem-solving skills
- A strong fortitude to create an effective strategy in the face of challenge
- Highly organized with demonstrated attention to detail
- Outstanding interpersonal and communication skills - written and verbal - with the ability to tailor messaging for different audiences
- Customer service-oriented with a demonstrated understanding of B2B
- Familiarity with applications such as Salesforce, Salesloft, and Slack
- Excellent time management skills with strong follow-through and the ability to self-manage
- Excellent phone-handling skills
- Ability to learn and understand new products, technology, and software
Responsibilities
- Conduct daily cold outreach to qualified prospects (email, phone, etc.)
- Develop and implement strategies to meet or exceed sales targets
- Manage the entire sales cycle from initial call to close
- Build and nurture a pipeline of qualified, engaged prospects and forecast accordingly
- Conduct consultative calls and in-person meetings to understand the needs of potential customers
- Leverage Salesforce and SalesLoft for reporting and recording sales activities
- Use data insights to optimize prospecting strategies
- Follow processes and procedures to update and maintain data integrity in CRM
- Methodically establish and provide regular reports on monthly and weekly Key Performance Indicators (KPIs) that align with overarching departmental and organization objectives and initiatives
Skills
Salesforce
SalesLoft
Cold Outreach
Prospecting
Pipeline Management
Forecasting
Negotiation
CRM
Full Cycle Sales
KPI Reporting
Pilot
Financial services for startups and small businesses
About Pilot
Pilot provides financial services specifically designed for startups and small businesses. The company offers essential services such as bookkeeping, tax preparation, and CFO (Chief Financial Officer) support, allowing business owners to focus on growing their companies without worrying about financial management. Pilot's services operate on a subscription-based model, where clients pay a recurring fee to access a team of finance experts who handle their financial tasks. This model not only provides clients with predictable costs but also ensures that their finances are managed accurately and professionally. Unlike many competitors, Pilot targets the unique needs of startups and small businesses, which often lack the resources to manage complex financial tasks internally. With significant funding from notable investors, Pilot aims to continually enhance its services and expand its reach in the financial services market.
San Francisco, CaliforniaHeadquarters
2016Year Founded
$154MTotal Funding
SERIES_CCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees
Benefits
We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
Flexible vacation/time-off policy
All federal holidays are observed
Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway
Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
401(k) plan
Risks
Increased competition from automated bookkeeping software like QuickBooks and Xero.
Economic downturns could reduce demand for outsourced financial services.
Data privacy concerns and regulatory changes may increase compliance costs for Pilot.
Differentiation
Pilot offers a comprehensive suite of financial services for startups and small businesses.
The company provides subscription-based services ensuring predictable costs for financial management.
Pilot's platform delivers automated, error-free financial reports and accrual basis bookkeeping.
Upsides
Increased demand for digital financial services due to remote work trends benefits Pilot.
Growing interest in subscription-based models aligns with Pilot's business strategy.
Expansion of AI in automating financial tasks enhances Pilot's service efficiency.
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