Sales Development Representative

Pinnacle Financial Strategies is seeking a Sales Development Representative to support our continued growth within the community banking and credit union market.

This is a focused new-business development role responsible for working warm leads provided by Pinnacle and converting those opportunities into qualified meetings for our Account Executives. This is not a cold-calling position, and the SDR will not be responsible for existing-client sales, renewals, cross-selling, account management, or closing business.

The ideal candidate is comfortable communicating by phone and email, persistent in following up, highly organized, and motivated by measurable results. Success in this role comes from consistently working the opportunities provided, creating meaningful conversations, identifying genuine interest, and getting qualified prospects in front of the sales team.

Key Responsibilities

· Work warm, net-new business leads provided by Pinnacle through phone and email outreach.

· Make timely initial contact with newly assigned leads and maintain consistent follow-up until the prospect responds, schedules a meeting, or is appropriately dispositioned.

· Engage community banks and credit unions and communicate Pinnacle's value proposition in a professional and compelling way.

· Identify the prospect's business need, level of interest, appropriate decision-maker or influencer, and potential fit for Pinnacle's solutions.

· Schedule qualified meetings with appropriate prospects for Account Executives.

· Provide the Account Executive with relevant background, qualification information, and context before each meeting.

· Maintain complete and accurate prospect, contact, activity, follow-up, and next-step information in Zoho CRM.

· Consistently manage assigned opportunities so warm leads do not become stale or go without appropriate follow-up.

· Participate in regular pipeline and performance reviews.

· Meet established quarterly goals for qualified meetings and supporting performance expectations.

· Represent Pinnacle professionally in every prospect interaction.

· Attend industry trade shows, conferences, and other business-related events as needed. This position requires a minimum of 5% travel, with anticipated travel not to exceed 10%.

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Cell phone reimbursement
• Flexible schedule
• Health insurance
• Paid time off

Work Location: Remote