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Strategic Prospecting & Account Mapping
Engage in deep research using a variety of tools (e.g. AI Sales Engagement platforms social media tools) to craft tailored messaging for enterprise accounts.
Build territory strategies that prioritize accounts showing intent or engagement (via events tech stack or firmographics).
Identify the full web of influence in each accounts. Think CFO to Controller to Finance Ops to IT.
Personalize outreach across phone email LinkedIn and event touchpoints.
Pipeline Creation with a Do-Whatever-It-Takes Mentality
Find the pain not just a meeting.
Execute multi-touch multi-threaded campaigns with urgency and creativity.
When one door closes find another: pivot your messaging go deeper in the org or partner with your AE to co-strategize.
Own the full early-stage cycle; prep outreach qualification and handoff with precision.
Discovery & Qualification
Lead intro calls with curiosity and confidenceask the tough questions. Actively listen.
Uncover real urgency need timeline and fit.
Write detail notes that set your AE up for a strong discovery meeting.
Collaboration & Execution
Partner with Account Executives Account Managers Partner teams and Marketing to align campaigns territory plans and vertical focus.
Share insights in pipeline reviews and iterate fast based on what is working.
Show up ready: Understand the prospects story account history: ERP HCM org structure and ecosystem partners before you ever pick up the phone or send an email.
What We are Looking For Experience
3 years in a quota-carrying SDR BDR or inside sales role.
Proven experience working in enterprise or upper mid-market SaaS (finance ERP RPA or compliance a plus).
Comfortable cold calling. Creative about breaking into accounts.
Experience in thinking strategically and critically in engaging with prospects.
Growth minded - interested in moving into AE or AM roles in the future.
Mindset & Skills
Brings humility and empathy open to coaching collaborative with teammates and always will share best practices.
Familiarity with Salesforce and associated tools is a plus.
You see outbound as a craft not a checklist.
You have a do whatever it takes mentality in research outreach and follow-up.
You are gritty and resourceful in breaking into accounts.
You are confident speaking to CFOs Controllers and IT leaders not just about solutions but about problems they live with.
You are proactive coachable organized and instinctive with tone timing and approach.
Why Trintech
Were trusted by 6 of the top 10 global banks 50% of the Fortune 100 and more than 4300 organizations worldwide. We help finance teams automate close processes mitigate risk and focus on what matters. At Trintech we move fast win together and stay grounded in solving real problemsnot fluff.
What Success Looks Like
Booking qualified meetings with high-quality discovery.
Willing to be coached and ask for help.
Multithreading into new stakeholders across every target account and prospect utilizing our partners.
Understanding our value and conveying that messaging through personalization.
Consistently hitting your numbers (quota and activity).
Turning cold leads and accounts into warm conversations through persistence and personalization.
Becoming the go-to SDR your AEs want looped in on every campaign.
Required Experience:
Unclear Seniority
Full-Time