We're currently receiving a high volume of applications and carefully review each one. Please allow up to two weeks for us to get back to you. We appreciate your interest in joining team Clerkie as well as your patience!
About Clerkie:
Clerkie is a fintech startup on a mission to democratize financial wellness using the power of artificial intelligence. Launched in 2018, Clerkie began with an app, aiming to help the nearly 123 million underserved Americans in need of financial guidance. Since its inception, the company has expanded its services and now pairs consumer guidance with cutting-edge B2B software. By pairing the two through the Clerkie network, these tools have become the go-to resource for creditors looking to manage loan losses while simultaneously helping millions of borrowers get out of debt.
Clerkie is a remote-first company, with nearly 30 employees spanning 4 time zones across the United States. To date, the company has raised $41 million, including a $33 million Series A round in early 2023. Investors include leading financial and venture institutions, including Citi Ventures, Left Lane Capital, Wellington Ventures, Flourish Ventures, and Vestigo Ventures.
The ideal Clerkie team member can pivot on the fly, fight through adversity, communicate effectively, and produce high-quality work on short timelines. Clerkie’s culture values working with a customer-first mindset and bias for action.
Role Overview:
We are seeking a motivated Sales Development Representative (SDR) to join our dynamic team. As an SDR, you will play a crucial role in expanding our client base by identifying and nurturing potential leads. This position offers an exciting opportunity for individuals who are passionate about our mission and eager to be part of a high-growth company in the fintech industry.
Responsibilities:
- Conduct outbound prospecting activities, including cold calling, emailing, and networking, to generate new leads and opportunities.
- Collaborate closely with the sales and marketing teams to develop and execute targeted outreach strategies aimed at maximizing lead conversion and revenue growth.
- Utilize our CRM (HubSpot) to maintain accurate records of prospect interactions, track progress, and prioritize follow-up activities.
- Prime account executives for industry conferences, events, and networking opportunities by conducting pre-event outreach, helping to establish relationships and promote our products and services.
Qualifications:
- 1+ years of proven experience as an SDR focused on outbound lead generation.
- Excellent communication and interpersonal skills, with the ability to engage confidently with prospects and work effectively within a team environment.
- Ability to thrive in a fast-paced, early-stage startup environment, with a strong sense of ownership and accountability.
- Demonstrated coachability and an eagerness to learn and develop.
- Bachelor's degree or equivalent work experience.
Nice-to-Haves:
- Experience in the financial services industry, especially in consumer finance.
- Experience working at an early-stage startup (Series A - C).
- Experience with Hubspot or similar CRM tools.
Salary:
$55k - $75k (+ bonus). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location.
Additional Benefits:
- Top-notch medical, dental, and vision insurance
- 401k & retirement benefits
- Paid time off and holidays
- Annual company retreat
Our Process:
Our hiring process is intentionally designed for you to interview Clerkie as much as our team is interviewing you. We've built a 5-step process that allows for a two-way assessment across skills, behaviors, values, technical ability, ways of working, and adaptability in a lean startup environment.
- Application (async candidate time)
- Recruiting Screen w/ People team (20-30 minutes via Google meet)
- Hiring Manager Meeting w/ our Sales Manager (45 mins via Google meet)
- Take-Home Challenge and Live Review w/ 1-2 Sales teammates (challenge is async candidate time, live review is 1 hr via Google meet)
- Final Management Meeting w/ a member of our SLT (30 minutes via Google meet)
Note: Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
What We Do
Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can't afford it.
Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers. After spending years helping struggling middle-class families, it became clear that users needed more help with their debt and their finances. They needed answers.
Clerkie uses conversational AI to build in-depth financial knowledge graphs that provide personalized answers and actionable plans for everyday Americans trying to achieve their financial goals.
Our mission is to democratize financial health and provide all individuals with an actionable path to financial security.
Email us at [email protected] if you'd like to be considered for current or future opportunities to join our team.
