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Sales Development Representative (SDR) – Financial Services Sector
Nir Yu
Full-time
Remote, Remote
Other-General
Posted:
May 28, 2026
Location:
Remote, Remote, Mexico
Job Description
The Role:
We are hiring an ambitious and commercially minded Sales Development Representative (SDR) to support a fast-growing New York based financial services firm specialising in Fractional CFO, Controller, Accounting and Bookkeeping solutions for SMEs across the United States.
This is an excellent opportunity for someone looking to build a long-term career in sales, business development, finance services, and international client management while working directly with senior leadership teams in the US market.
Responsibilities:
Outbound telemarketing and cold calling
LinkedIn outreach and relationship building
Email campaign management and follow-up
Identifying and qualifying business owners and decision makers
Booking qualified appointments for the client’s senior consultants
Maintaining CRM activity and pipeline updates
Working closely with leadership on campaign strategy and messaging
KPI Target:
20 booked qualified meeti...
We are hiring an ambitious and commercially minded Sales Development Representative (SDR) to support a fast-growing New York based financial services firm specialising in Fractional CFO, Controller, Accounting and Bookkeeping solutions for SMEs across the United States.
This is an excellent opportunity for someone looking to build a long-term career in sales, business development, finance services, and international client management while working directly with senior leadership teams in the US market.
Responsibilities:
Outbound telemarketing and cold calling
LinkedIn outreach and relationship building
Email campaign management and follow-up
Identifying and qualifying business owners and decision makers
Booking qualified appointments for the client’s senior consultants
Maintaining CRM activity and pipeline updates
Working closely with leadership on campaign strategy and messaging
KPI Target:
20 booked qualified meeti...
Apply for this Job
Submit your application for the Sales Development Representative (SDR) – Financial Services Sector position at Nir Yu.
Apply Now Save for LaterJob Overview
Job Type:
Full-time
Location:
Remote, Mexico
Posted:
May 28, 2026
Deadline:
July 07, 2026