Sales Development Representative

At CUCollaborate, every team member is expected to embody our core values as an integral part of their role. This section outlines the key responsibilities, purpose, and expectations of the position, ensuring alignment with our mission and commitment to excellence.   

CUCollaborate is a challenger consultancy that champions credit union growth through disruptive innovation. We are here to help credit unions adapt, grow, and succeed long term — and we offer the innovation, insight, and know-how to help them do it.   

Our goal at CUCollaborate is to be the best in the world at solving problems that make the world a better place. We believe that growing credit union membership, increasing access to fairly priced financial products for people of modest means or those historically discriminated against, and helping credit unions maximize their impact in their communities and member's lives all make the world a better place. All employees should possess the following workplace values and competencies:  

Judgement  – We focus on getting to the root of problems, not just treating symptoms. We think strategically and communicate clearly what we are—and are not—trying to do. We prioritize what must be done well now versus what can be improved over time, so the team stays aligned and effective. 

Communication – We listen to understand, not just to respond. We communicate with clarity and brevity in writing and in conversation, and we stay calm and steady under pressure so that others can rely on us in stressful moments. 

Impact – We measure ourselves by outcomes that matter. We deliver an exceptional amount of high-value work, and we perform consistently so teammates can depend on us. We favor great results over perfect process, act with urgency, and avoid analysis paralysis. 

Curiosity  – We learn fast and ask great questions. We seek to understand our strategy, market, customers, and partners, and we build broad knowledge across business, technology, and financial services. We look beyond our specialty to contribute wherever the team needs us most. 

Innovation – We continuously find better ways to work. We reframe problems to uncover practical solutions, challenge assumptions when it improves results, and generate ideas that prove useful. We keep CUCollaborate nimble by minimizing complexity and creating time to simplify. 

Courage – We speak up and take responsible risks. We share what we believe even when it’s uncomfortable, make tough calls without excessive delay, and choose smart risks that move the company forward. 

Passion – Our people are motivated and inspired by the value proposition of their work. Collectively, as a team, we are enthusiastically helping credit unions foster real economic and social change for their communities. If we don’t love what we do, we will never achieve the goals that we set for ourselves, our company, or the credit unions we serve. 

Honesty – We are direct, transparent, and trustworthy. We practice candid feedback without politics, speak about others with the same respect we would use to their face, and quickly own mistakes so we can learn and improve. 

Selflessness – We put what’s best for CUCollaborate ahead of what’s best for ourselves or our teams. We stay ego-less in pursuit of the best ideas, make time to help colleagues succeed, and share information openly and proactively so the whole organization moves faster together. 

As a Sales Development Representative (SDR) at CUCollaborate, you will play a crucial role in identifying and generating new business opportunities. You will be responsible for initiating and nurturing relationships with potential clients, understanding their needs, and qualifying leads for our sales team.

Duties/ responsibilities

Business Operations:

The Sales Development Representative (SDR) plays a key role in supporting revenue growth by combining proactive sales outreach with cross-functional collaboration to improve business operations and drive pipeline development. This role balances direct prospect engagement with strategic contributions to lead generation processes, market penetration, revenue forecasting and operational effectiveness.

Lead Generation: Research and identify potential clients and decision-makers within target industries. Create and maintain a pipeline of leads through various channels, including cold calling, email outreach, and social media (LinkedIn). Build and maintain a consistent pipeline of qualified opportunities.

Qualification/ Independent Judgement: Evaluate prospective clients by understanding their business needs, challenges, and goals. Apply established qualification criteria and exercise judgment in determining opportunity viability. Adapt messaging and approach by effectively being able to pivot in response to client objections, leveraging feedback from “no” responses to adjust messaging, uncover underlying needs, and reframe solutions to better align with client priorities. 

Sales Coordination: Schedule and coordinate meetings, demos, and follow-ups for the sales team. Ensure a smooth transition of qualified opportunities to appropriate stakeholders.

Data & CRM Management: Maintain accurate and up-to-date records of all prospect interactions and pipeline activity within HubSpot CRM to support reporting and forecasting. 

Cross-Functional Business Collaboration & Process Improvement: Partner with sales, marketing, and revenue operations to analyze trends in client objections, evaluate campaign performance, recommend strategic adjustments to messaging and outreach methodologies that contribute to the design of scalable lead generation and qualification processes. Own and implement improvements that impact lead generation.

Business-impact & Decision Making:

1. Work closely with Strategic Advisor or Account Manager to make decisions on prospect selection, engagement approach and opportunity prioritization.

2. Adapt outreach strategies based on market segments, feedback and business needs.

Required Skills/Abilities: 

• Resourceful with exceptional communication skills 
• Excellent time management skills with a proven ability to meet deadlines
• Ability to function well independently in a high-paced and at times stressful environment 
• Proficient with Microsoft Office Suite, HubSpot CRM a plus, LinkedIn 
•  Excellent organizational and time management skills

Education Required: • 

• Bachelor’s degree in business or similar relevant field with 6 months - 1 year of cold calling or sales experience  
• Credit Union experience a plus