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Sales Development Representative (Software to FI's)

Location:

Why We Need You - The Mission

Founded in 1980, SMA Technologies provides intelligent automation solutions with purpose-built integrations for financial institutions. We are banking experts, who make complex simple, and own our customers' outcomes. This reflects who we are, how we work, and the community we are building together. Be the driving force behind innovation - join us on our mission to shape the future as our Sales Development Representative!

Objectives – The Problems You’ll Solve

Reporting to our VP of Sales, you are the engine that drives early-stage engagement and fuels our sales pipeline. Your role is to spark interest, qualify prospects, and create high-quality opportunities for our Account Executives. As the first point of contact, you will represent our commitment to innovation and customer success

How You’ll Get There

Within Your First Month, your objective will be to understand SMA's product suite, how to position our products at each stage of the buyer’s journey and what tools are available to you to execute in your role:

  • Complete onboarding and gain proficiency in SMA’s products, sales process, and CRM systems.
  • Meet with your teammates and subject matter experts to learn SMA's current processes and efforts
  • Familiarize yourself with our sales enablement materials and comprehensive tech stack.
  • Research your account list and key contacts and begin executing on sales cadences in Outreach

Within your first 3 Months, you will have a steady flow of qualified sales opportunities

  • Generating a steady flow of qualified leads through proactive outbound and inbound efforts.
  • Successfully book meetings with potential customers and support Account Executives in progressing these opportunities.

Within 6 months, you will consistently be hitting or exceeding your sales quota and KPIs:

  • Consistently achieve activity benchmarks
  • Contribute to pipeline creation metrics in a meaningful and impactful way
  • Establish yourself as a subject matter expert in prospecting and lead qualification
  • Contribute to refining our Ideal Customer Profile and share insights to enhance our sales playbook and marketing messaging
  • Gain a deep understanding of SMA products, their capabilities, architecture, and market positioning.
  • Meet with key stakeholders, including Engineering, Customer Success, and Sales, to understand business goals, technical constraints, and customer pain points.
  • Take ownership of the product backlog, ensuring that requirements are clear, actionable, and prioritized effectively.
  • Listen to customers’ calls to understand and identify pain points and opportunities for improving automation workflows—maybe even conduct a few yourself!
  • Align with Engineering on system architecture and product scalability considerations.
  • Partner with Marketing to understand messaging, positioning, and go-to-market strategies.

Competencies – What We’re Looking For

Customer-Centric Sales Mindset - You are passionate about uncovering customer challenges and communicating how SMA's solutions can solve them. You can tailor messaging for different customer personas and business needs.

Prospecting Expertise - You are skilled in both inbound and outbound lead generation strategies. You are very comfortable with cold calling and multi-channel outreach to generate interest from new prospects. You have a persistent, resilient and resourceful drive to overcome outreach challenges.

Communication & Relationship Building - Using your excellent verbal and written communication skills you are quick build rapport. You have strong presentation skills to effectively articulate value propositions.

Organizational Discipline - You are meticulous about CRM data entry and tracking, with strong time management and organizational skills. You will use these skills to successfully juggle multiple opportunities and maintain an efficient workflow.

Collaborative Spirit - You are a team player who values collective success and actively contributes to a positive work environment, with an emphasis on cross-department functionality. You thrive in an environment that provides constructive feedback and have a commitment to continuous personal and professional growth.

What’s in it for you?

At SMA, we pride ourselves on ensuring that our employees are taken care of and that you have what you need to succeed in and out of work. In addition to competitive compensation, we provide:

  • A remote first environment – Work from wherever you are comfortable in the contiguous U.S. as SMA Technologies is a remote first organization
  • SMA will provide all the gear you need to be successful in your role, including your choice of Mac or Dell Laptop, $100/month phone + internet reimbursement, monitors, gear to get yourself started, plus a one-time $250 stipend to purchase any extras
  • 100% Company paid health, dental and vision insurance for you and your immediate family on our competitive HSA plan offering. SMA also contributes $1,800 per year into an HSA account for you to spend on qualifying healthcare costs
  • 100% company paid LTD, AD&D and basic life insurance for you
  • Flexible PTO (similar to unlimited PTO) and flexible working hours to accommodate a great work/life balance
  • 11 Paid Holidays
  • Quarterly Wellness Day to recharge in whatever way you need.
  • $2,500 Annual Professional Development stipend to help you continue to enhance your skills

How We Work – Our Core Values

Be Kind- We are kind and helpful. We care and act with empathy. We take care of ourselves, each other, and our customers. We understand boundaries. We believe clear is kind. We exhibit healthy behaviors and are self-aware.

Be Authentic- We are genuine. We are real. No pretense. We know ourselves and celebrate our differences of thoughts, ideas, and skills. We show our true self -our whole self- every day. We unlock our teams' potential by unlocking our own and each other's potential. There is only one you and we want to see YOU every day.

Be Collaborative- We unite for a common cause. We are in pursuit of the best idea - not our own idea. As a remote company, we must collaborate and communicate to make a difference - an impact. We do this for our teams and for our customers.

Be Determined- Giving up is not in our nature. We are smart people who solve tough problems. We have a bias toward action. We strive for great outcomes. We achieve our goals. We deliver success for customers, ourselves, and each other.

Work Environment and Physical Requirements

Work primarily in a climate-controlled environment with minimal safety/health hazard potential. High level of stress. Sedentary, sitting, walking, infrequent lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use.

Physical Activity Frequency

Sitting 90%

Walking 100%

Crouching/Bending/Stooping 1%

Reaching 1%

Grasping 1%

Pushing/Pulling 1%

Near Vision 80%

Far Vision 20%

Hearing 100%

Speaking 90%

Lifting/Carrying - up to 10 lbs 10%

Lifting/Carrying - up to 25 lbs 1%

Lifting/Carrying - up to 50 lbs 0%

Lifting/Carrying - up to 100 lbs 0%

AAP/EEO

Unisoft International, Inc. dba SMA Technologies is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 281-348-9606 or recruiting@smatechnologies.com for assistance.

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