Sales Development Representative

Are you a motivated, relationship-driven sales professional looking to grow your career in financial services? We're looking for a Sales Development Representative (SDR) to join a growing financial services company in Charleston, SC!

This is an exciting opportunity to join a fast-paced, collaborative sales team where you'll play a key role in strengthening existing client relationships, identifying new funding opportunities, and helping small businesses access the capital they need to grow. Rather than focusing on cold prospecting, you'll engage with an established customer base through warm outreach, uncover additional financing needs, and help drive repeat business. Our client is a growing financial services organization that leverages innovative technology to connect small businesses with tailored funding solutions. With a strong focus on customer relationships, professional development, and a supportive team culture, this is a great opportunity for someone who enjoys connecting with people, is motivated by results, and wants to build a successful career in sales.

This is a full-time, on-site position based in downtown Charleston, SC, requiring five days per week in the office.

You Want:

• Work for a rapidly growing organization that will allow you to grow personally and professionally.
• Continue to leverage your background in sales, customer relationship management, business development, or financial services.
• Build meaningful relationships with existing customers while helping businesses access financing solutions that support their growth.
• Focus on warm outreach and relationship development rather than traditional cold calling.
• Develop your sales skills and gain valuable exposure to financial services, lending, and client relationship management.
• Maximize your earning potential with a competitive base salary and uncapped commission.
• Do meaningful work where you can make an impact daily!
• Work in a highly collaborative team composed of fun, bright, motivated people who truly enjoy working together.
• Enjoy comprehensive health, dental, and vision coverage, flexible PTO, and a fun downtown Charleston office environment with free on-site parking.

You Will:

• Re-engage existing customers through warm outbound calls, personalized emails, and text messages to identify additional funding needs and renewal
• opportunities.
• Build and maintain strong relationships with an established customer base, serving as a trusted point of contact throughout the renewal process.
• Conduct conversations with business owners to understand their current financial needs, business challenges, and future growth goals.
• Review existing client relationships and funding arrangements to identify potential opportunities for additional financing.
• Educate clients on available funding options and guide them through the initial stages of the renewal process.
• Qualify renewal opportunities and coordinate seamless handoffs to Account Managers for further evaluation and closing.
• Manage and maintain an active renewal pipeline, ensuring consistent follow-up and timely communication with customers.
• Accurately document client interactions, outreach activities, and pipeline updates within the CRM.
• Collaborate with Account Managers, sales, and underwriting teams to support timely approvals and a positive customer experience.
• Meet and exceed daily outreach, engagement, and renewal opportunity goals in a fast-paced, results-driven environment.
• Contribute to customer retention efforts by delivering exceptional service and identifying opportunities to strengthen long-term client relationships.

You Have:

• Previous experience in sales, business development, customer service, account management, or a related customer-facing role.
• Strong verbal and written communication skills, with the ability to build rapport and engage customers over the phone, via email, and through text messaging.
• Confidence making outbound calls and initiating conversations with existing customers to uncover new business opportunities.
• A customer-focused, consultative approach to understanding business needs and building long-term relationships.
• Strong organizational and time management skills, with the ability to manage multiple customer conversations, follow-ups, and deadlines.
• A self-motivated, goal-oriented mindset with the resilience to handle objections and consistently work toward performance targets.
• Excellent attention to detail and the ability to maintain accurate records and manage an active sales pipeline.
• A coachable attitude, willingness to learn, and ability to thrive in a collaborative, fast-paced environment.
• Comfort using CRM systems, online platforms, and basic office software.
• The ability to communicate financial concepts clearly and professionally to customers.
• Experience in financial services, lending, loan renewals, or small business financing is a plus.
• Familiarity with loan products, funding processes, or financial data analysis is a plus.
• Availability to work on-site five days per week in downtown Charleston, SC.
• Eligibility to work in the US for any employer, as sponsorship is not available.

Catch Talent is a high-touch recruiting agency that delivers end-to-end talent acquisition solutions to growing technology, digital media, and professional services companies. Headquartered in Charleston, SC, Catch brings decades of technical recruiting expertise to local and national clients and offers a full range of flexible solutions, including direct placement hiring, recruitment process outsourcing, contract and contract-to-hire models. Catch specializes in the entire talent attraction lifecycle by sourcing and recruiting qualified candidates who are interview-ready, culturally aligned, and ready to make an immediate impact - learn how at catchtalent.com.

Catch Talent provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.