About the Role
As an SDR, you will play a critical role in our revenue growth strategy, supporting both inbound and outbound prospecting efforts. You will:
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Engage with inbound leads, including website visitors, content downloads, and event attendees.
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Execute outbound prospecting campaigns, targeting Chief Lending Officers (CLOs), VPs of Lending, Chief Digital Officers (CDOs), CXOs, COOs, and other decision-makers at mid-to-large-sized credit unions.
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Qualify leads and schedule meetings for the sales team.
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Maintain CRM hygiene and leverage email automation tools to nurture prospects.
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Support trade show and event efforts, including booth duty and post-event follow-ups.
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Collaborate closely with the sales team to ensure a seamless handoff of sales-qualified leads (SQLs).
About the Team
Clutch’s marketing organization is a small but fast-growing team that’s driving awareness of how Clutch is reshaping credit union lending and account origination. As part of this team, you’ll gain valuable experience across sales, marketing, and financial technology while working with a high-energy, collaborative group. Your work will have a direct impact on revenue growth, and you'll have the opportunity to grow your career in areas such as sales, account management, or marketing.
What You’ll Do
Within 3 months, you will:
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Identify and reach out to potential credit union clients through a mix of cold calls, emails, and LinkedIn outreach.
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Follow up with inbound leads and nurture them until they are sales-qualified.
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Conduct discovery calls to assess credit union needs and challenges.
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Maintain accurate records in the CRM, ensuring timely follow-ups and reporting.
Within 6 months, you will:
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Work with marketing and sales to refine messaging and optimize outreach strategies.
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Provide regular updates on prospecting activities, pipeline, and conversion rates.
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Develop and execute sales plans in partnership with AEs and GTM leaders
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Achieving sales targets
Within 9 months, you will:
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Operating as an integral part of the GTM motion
What You’ll Bring
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1-2 years of sales, business development, or marketing experience, ideally in B2B fintech, SaaS, or financial services.
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Experience with CRM software (HubSpot, Salesforce, or similar) and email automation tools.
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Strong communication and interpersonal skills—comfortable engaging with executive-level prospects.
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Self-motivated with a hunter mentality and a results-driven approach.
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Ability to manage multiple touchpoints and nurture long sales cycles.
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Experience with cold calling, outbound prospecting, and/or event support is a must.
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Ability to travel up to 20%
Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability.
What’s In It For You?
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Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.
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Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.
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Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.
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Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.
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Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.
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Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.
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Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.
About Us
Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt. Unlike traditional financial institutions, Clutch develops software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans. Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions.
Clutch is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Our organization participates in E-Verify. Click here to learn about E-Verify.
Top Skills
What We Do
We are the Credit Union’s one-stop-shop for digital deposit account opening, frictionless loan applications (POS), perpetual pre-approval and recapture efforts.
The platform successfully drives direct member, loan & deposit growth, boosts profitability, increases share of wallet and reduces the cost to produce loans through efficiency gains.
Our founders enjoy nothing more than speaking to and learning from Credit Union leaders. Schedule a time to meet with Chris and Nicky and share your pains, goals and ambitions.
