You will use a multichannel outbound approach - phone, email, LinkedIn, industry events, and strategic research - to identify opportunities, start meaningful conversations, and progress prospects through early discovery before passing the baton to Account Executives. 

This is a role for someone who “goes the extra mile,” is curious by nature, and loves understanding a customer’s business challenges. 

• Execute outbound prospecting campaigns to CFOs, FP&A leaders, Controllers, and finance teams across target accounts

• Generate qualified opportunities for the sales team using a structured discovery process.

• Research key accounts to understand financial processes, reporting challenges, and potential EPM gaps

• Maintain an active cadence through calls, emails, LinkedIn outreach, video messages, and invitations to webinars/events

Consultative First Conversations – Office of Finance 

Hold intelligent, value‑led conversations around:  

• Financial consolidation 

• Budgeting & forecasting 

• ESG & regulatory reporting 

• Performance management challenges 

• Identify pain points and determine qualification criteria (timeline, budget, priorities, stakeholders)

“Booking the Meeting & Passing the Baton” 

• Schedule discovery and demonstration meetings for Account Executives 

• Ensure clean, complete handoff notes and expectations in CRM (Salesforce or equivalent)

• Collaborate with AEs and marketing to continuously refine ICP and messaging

Process Excellence 

• Maintain high-quality activity levels (outreach volume, conversations, meetings booked)

• Track and optimise outreach performance across channels

• Follow structured SDR methodology and maintain best practices 

Go‑to‑Market Support 

• Work closely with marketing to leverage campaigns, events, and content 

• Represent the company at industry events when required

• Share insights from the market with product, marketing, and sales leadership.

• Experience in B2B sales, preferably SaaS or enterprise software.

• High energy level and positive, resilient attitude.

• Excellent communication skills - written, verbal, and storytelling‑oriented. 

• Ability to run intelligent, business‑focused conversations with finance stakeholders

• Strong research ability and curiosity-driven approach

• Skilled in using CRM tools, sales engagement platforms, and LinkedIn Sales Navigator

• Ability to manage a high outbound volume across multiple channels

Nice-to-Have 

• Experience selling to Office of Finance / CFO stakeholders

• Exposure to Enterprise Performance Management (EPM) or CPM tools

• Familiarity with methodologies like MEDDIC, SPICED, or BANT

• Multilingual capabilities depending on region

Generic SDR Traits (Included) 

• High energy and proactive attitude 

• Resilience and comfort with rejection 

• Curiosity and consultative mindset 

• Strong discipline with outreach cadence 

• Competitive, goal-driven personality 

• Ability to “go the next question level”