Sales Development Representative

Job Summary

As an Expansion and Pay Sales Development Representative, this full-time remote position will engage with existing clients to identify upsell opportunities, drive adoption of invoicing and payments solutions, and generate expansion revenue by deepening client relationships.

Key responsibilities:

• Call into the existing customer base to identify and qualify expansion opportunities, focusing on upsell and cross-sell of products
• Drive conversations with clients to activate key features and schedule expansion meetings for the Customer Success team
• Maintain accurate tracking of activity, pipeline, and outcomes in Salesforce while collaborating with the Payment team and Customer Success

Required qualifications:

• Previous experience in sales, customer success, or account management, particularly with upsell or expansion conversations
• Strong interpersonal skills and a genuine enjoyment of engaging with clients
• Goal-oriented with a motivation to achieve sales targets
• Organized and disciplined approach to high-volume outreach
• A desire to build a career in sales and a willingness to learn quickly about products