Sales Development Representative

At CUCollaborate, every team member is expected to embody our core values as an integral part of their role. This section outlines the key responsibilities, purpose, and expectations of the position, ensuring alignment with our mission and commitment to excellence.   

CUCollaborate is a challenger consultancy that champions credit union growth through disruptive innovation. We are here to help credit unions adapt, grow, and succeed long term — and we offer the innovation, insight, and know-how to help them do it.   

Our goal at CUCollaborate is to be the best in the world at solving problems that make the world a better place. We believe that growing credit union membership, increasing access to fairly priced financial products for people of modest means or those historically discriminated against, and helping credit unions maximize their impact in their communities and member's lives all make the world a better place. All employees should possess the following workplace values and competencies:  

• Candor:  Our employees are trusted partners to each other and our clients, delivering honest advice and services. They are prepared to make tough decisions in support of our clients and uphold unwavering integrity, even when it goes against popular opinion. 
• Iteration/ Experimentation: Our leading employees are self-assured, decisive and demonstrate humility by learning from mistakes and holding themselves accountable. They excel in identifying and addressing root causes of issues to create long-term value and goodwill. They maintain objectivity and actively seek feedback to enhance ideas and foster continuous learning. 
• Determination/ Real Results: Our team is inspired by the meaningful contributions of their work. With enthusiasm, we collaborate to help credit unions drive real economic and social change in their communities. Passion for our work is crucial to meeting the goals we set for ourselves, our company, and the credit unions we serve. 
• Diversity:  We place a high value on clear and effective communication, recognizing the importance of understanding the personality styles of both teammates and clients. We expect employees to treat all people with respect and assume others’ positive intent to achieve common goals and shared purpose. We encourage employees to listen carefully, express their thoughts and inquire when needed.  
• Passionate – Our people are motivated and inspired by the value proposition of their work. Collectively, as a team, we are enthusiastically helping credit unions foster real economic and social change for their communities. If we don’t love what we do, we will never achieve the goals that we set for ourselves, our company, or the credit unions we serve. 

As a Sales Development Representative (SDR) at CUCollaborate, you will play a crucial role in identifying and generating new business opportunities. You will be responsible for initiating and nurturing relationships with potential clients, understanding their needs, and qualifying leads for our sales team. This is an excellent opportunity for someone who is passionate about sales, possesses exceptional communication skills, and is eager to contribute to the growth of a dynamic company in the credit union industry. 

Duties: 

Lead Generation: Research and identify potential clients and decision-makers within target industries. Create and maintain a pipeline of leads through various channels, including cold calling, email outreach, and social media (LinkedIn). KPIs: Minimum of 300 calls per week and 18 completed demos per month. 

Qualification: Engage with prospects to understand their challenges, needs, and pain points. Assess the suitability of leads and qualify them based on established criteria.  

Sales Outreach: Initiate contact with qualified leads through personalized, compelling messaging (Cold calling, emails, video prospecting, LinkedIn). Schedule and coordinate meetings or demonstrations for the sales team.  

Data Management: Maintain accurate records of interactions and lead status in Hubspot CRM. Regularly update lead information to ensure data integrity.  

Collaboration: Work closely with the sales and marketing teams to align strategies and campaigns. Provide valuable feedback to improve lead generation and qualification processes.  

Required Skills:

• Resourceful with exceptional communication skills 
• Excellent organizational and time management skills 
• Excellent time management skills with a proven ability to meet deadlines 
• Ability to function well in a high-paced and at times stressful environment 
• Proficient with Microsoft Office Suite, Hubspot CRM a plus, LinkedIn 

Education:• 

• Bachelor’s degree in business or similar relevant field with 6 months - 1 year of cold calling or sales experience  
• Credit Union experience a plus 

Salary:

Base salary: $55,000 with On Target Earnings (OTE) : $75,000