Sales Development Representative

Ovii's Interpretation of the Role

We are looking for a US‑based Sales Development Representative to build outbound pipelines and secure qualified meetings with fintech, payments and compliance‑focused companies. The role works hybrid in San Jose, reporting to the Head of Sales and collaborating on targeting strategy.

Role Snapshot

• Outbound prospecting
• Mid‑market meeting booking
• Fintech & payments focus
• Hybrid US‑based role
• CRM pipeline management
• Collaboration with Head of Sales

Must-Have Requirements

• HubSpot CRM
• Clay
• Apollo
• sales development
• B2B SaaS

Nice-to-Have Signals

• Fintech / regtech / compliance software familiarity
• Coachability
• Strong communication
• Organizational skills
• fintech
• regtech
• compliance software
• payments
• compliance

Work Setup

• Location: San Jose, United States
• Work mode: HYBRID
• Travel: Occasional travel for team and client events
• Employment type: Full-Time

Not Specified in JD

• Salary range
• Visa sponsorship
• Remote eligibility
• Education requirement
• Certifications
• Travel details
• Coding test

What You'll Likely Work On

• Prospect target accounts in financial institutions, fintechs, cross‑border payment providers, marketplaces and stablecoin companies
• Build and execute personalized outreach sequences via email, phone, LinkedIn and events
• Research and qualify prospects to match the ideal customer profile
• Book and coordinate meetings for Account Executives with strong handoff
• Maintain accurate records and pipeline tracking in the CRM
• Collaborate with the Head of Sales on account targeting and outbound strategy

Good Fit If You Have

• 1–3 years of SDR experience in B2B SaaS
• Proven success booking meetings with mid‑market or enterprise accounts
• Familiarity with fintech, regtech or compliance software is a plus
• Highly coachable with strong communication and organization skills
• US‑based and able to travel occasionally for events