Job DescriptionSales Development Representative (Partners + Merchant Direct)About the RoleWe are looking for a high-energy, highly organized Sales Development Representative (SDR) to help expand our partner ecosystem and support direct merchant acquisition. This role sits at the front line of revenue growth - building relationships with referral partners, identifying qualified merchant opportunities, and creating pipeline for the Sales team.
You will work across two core motions:
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Partner-Led Sales - activating, nurturing, and expanding referral partner relationships
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Direct Merchant Prospecting - sourcing and qualifying merchants that fit our platform
This is a high-visibility role where your work directly impacts revenue, partnerships, and market expansion.
What You'll DoPartner Development- Engage inbound and outbound partner leads (ISVs, platforms, consultants, agencies, referral partners)
- Maintain consistent communication cadence with active partners
- Educate partners on product capabilities, onboarding process, and ideal customer profile
- Identify partner-sourced merchant opportunities and move them into the pipeline
- Track partner activity and performance inside CRM
Merchant Prospecting & Qualification- Prospect merchants through outbound channels (email, LinkedIn, events, industry lists, partner referrals)
- Conduct discovery calls to understand:
- Business model
- Payments needs
- Compliance and regulatory complexity
- Volume potential and growth profile
- Qualify opportunities and transition to Account Executives or Sales leadership
- Support early deal coordination with onboarding, underwriting, and compliance teams
Pipeline & CRM Management- Maintain clean CRM records (activities, notes, next steps, deal progression)
- Track outreach metrics and conversion performance
- Support reporting on lead sources, partner activity, and pipeline contribution
Cross-Functional Collaboration- Work closely with Sales, Partnerships, Marketing, and Onboarding
- Provide feedback on market trends, objections, and competitive intelligence
- Support event follow-up and campaign outreach
RequirementsWho You AreCore Traits- Curious and coachable
- Comfortable in a fast-moving startup environment
- Highly organized and process-driven
- Strong communicator (written + verbal)
- Resilient and consistent with outreach
Experience- 1-3 years in Sales, SDR, Partnerships, or Customer-Facing roles (preferred but not required)
- Experience in fintech, payments, SaaS, or regulated industries is a plus
- Experience working with partners or referral channels is a plus
- Experience using CRM tools (Zoho, Salesforce, HubSpot, etc.)
What Success Looks Like (First 90 Days)30 Days- Complete product and industry training
- Begin outbound and partner outreach
- Run discovery calls with supervision
60 Days- Independently qualify partner and merchant opportunities
- Consistently hit outreach and meeting targets
- Contribute qualified pipeline
90 Days- Fully own partner + merchant qualification workflows
- Consistently generate qualified opportunities
- Become a trusted front-line voice of the company
Key Metrics- Qualified Opportunities Created
- Partner Activation & Engagement
- Meetings Booked
- Pipeline Contribution
- CRM Data Hygiene & Activity Completion
Why This Role MattersThis role is critical to expanding our partner ecosystem and accelerating merchant adoption. You help ensure the right businesses enter the pipeline - improving close rates, onboarding success, and long-term customer quality.
BenefitsCompensation Structure (Example - Adjustable)- Base Salary + Variable Commission
- Commission tied to:
- Qualified opportunities created
- Partner-sourced pipeline
- Revenue contribution (optional depending on structure)