Sales Development Representative

The role

You will build pipeline by prospecting into banks and credit unions. You will lead initial conversations to identify prospects and book qualified meetings for Account Executives.

What you will do

• Build pipeline by prospecting into banks and credit unions through calls, email, LinkedIn, and events.
• Identify prospects that fit ICP and book qualified discovery meetings.
• Capture key qualification details including team size, loan volume, and decision-makers.
• Attend industry conferences, work the booth, and follow up after events.
• Partner with marketing on campaigns, event strategy, and messaging.
• Track every touchpoint and next step in the CRM.
• Hit weekly and monthly activity and qualified meeting targets.
• Develop a strong understanding of the product and banking operations.

Required qualifications

• Strong communicator in writing and on the phone.
• Organized and disciplined about follow-up and CRM hygiene.
• Comfortable traveling to industry conferences and events.
• Based in or near San Francisco or Montreal.
• Curious about AI and how it is transforming financial services.

Nice to have

• At least one year of SDR/BDR or other outbound sales experience.
• Demonstrated grit in sales, athletics, service, or a startup.
• Have sold to banks, credit unions, or mortgage teams, or worked within a financial institution.
• Experience with SaaS or AI products.
• Have worked trade shows or industry conferences.
• Familiar with CRM and sales engagement tools.

Benefits

• Clear opportunity to grow from SDR into an Account Executive role.
• Competitive base salary.
• Uncapped commission.
• Premium benefits.
• Equity included.

About the company

Saris is a San Francisco and Montreal-based applied AI startup building the future of work in the banking industry. They have shipped real AI agents that handle customer workflows in production for banks and credit unions.