Job Description

Job title: SDR

Location: London

Working Pattern: Hybrid

Contract Type: Permanent, Full time

Company

Our client is a leading Corporate Performance Management software vendor. In addition to providing a unified Performance Management Platform for support in the areas of Financial Consolidation & Close, Budgeting, Planning & Forecasting, ESG & Sustainability, Account Reconciliation & Transaction Matching, Disclosure Management, Regulatory Reporting, Cash Flow Planning & Analysis and Supply Chain Planning. They have successfully developed pre-packaged solutions addressing regulatory reporting requirements.

As a Sales Development Representative (SDR), you will be on the front line of engaging finance leaders and driving demand for a leading Enterprise Performance Management platform. This is a high‑energy, high‑growth position for someone who loves consultative conversations with the office of finance, thrives in outbound prospecting, and is motivated by opening doors and booking qualified meetings for the sales team.

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.

Role Responsibilities

Lead Generation & Pipeline Development

• 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.

Essential Skills & Experience

Required

• 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”