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Sales Development Representative

Remote, USA Full-time Posted 2026-06-19

Branch is on a mission to empower workers with financial freedom by providing accessible financial services. The Sales Development Representative will work with account executives to execute outbound B2B sales strategies, generate leads, and nurture inbound leads, contributing to the overall sales pipeline.

Responsibilities

  • Conduct outbound campaigns and generate qualified leads
  • A/B testing to provide insights to overall campaign success and conversion
  • Schedule demos for sales team with qualified leads
  • Maintain a complete, accurate, up-to-date sales pipeline and forecast
  • Keeps management informed through activity reports, such as daily call reports, and weekly work plans to achieve monthly goals
  • Meet and exceed monthly targets and quotas for opportunity generation
  • Recommend changes in products, service, and policy by identifying client needs and by staying current with industry trends
  • Develop strong relationships with key accounts

Skills

  • 1-2 years in a sales role, such a retail sales (B2B SaaS a plus)
  • Strong written and verbal communication skills and the ability to simplify topics
  • Startup mentality: self-starter, proactive, flexible
  • Willingness to learn core technology tools
  • A passion for helping customers and building relationships

Benefits

  • Market-leading medical, dental, and vision insurance
  • Stock options
  • Free Premium-Tier Origin Financial Wellness subscription
  • Monthly home-office stipend
  • Monthly parking stipend + Commuter FSA
  • 401k (TransAmerica)
  • 12-weeks paid parental leave for birthing and non-birthing parents
  • Flexible time off + sick and safe time
  • 11 paid company holidays

Company Overview

  • Branch helps businesses deliver fast, flexible options for workers to get paid. It was founded in 2015, and is headquartered in Tampa, Florida, USA, with a workforce of 201-500 employees. Its website is http://www.branchapp.com/.
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