Sales Development Representative

Description:

TransferMate– a subsidiary of CluneTech – was established in 2010 when we began working with regulators around the world to secure licenses to operate as a global payment’s provider. With a global payments network covering 200+ countries and territories, TransferMate have established partnerships with some of the largest banks, fintechs and software providers in the world. The combination of our regulated network, award winning technology and strategic partnerships culminated in 2022 when the business achieved Unicorn status.

Our team is dedicated to delivering the best possible experience for our partners and their customers. We know that a happy team is one that performs at the highest level and our #OneTeam ethos encourages mutual support, respect, recognition, and rewards. In Ireland, we have been recognised as a Great Place to Work for 9 consecutive years, with 35 offices worldwide, we do business across 100+ countries on a daily basis.

About the role:

As a Sales Development Representative, you will be responsible for identifying, engaging, and qualifying net-new prospects and early-stage opportunities, generating a consistent pipeline of qualified meetings and sales opportunities for Account Executives (AEs), Business Development Managers (BDMs), and/or Partnership Sales teams.

In a regulated fintech environment, the SDR must combine strong commercial execution with disciplined data quality and compliance-aware discovery—ensuring accurate prospect information is captured in CRM and that initial qualification aligns to product fit and onboarding requirements. This includes working effectively across acquisition channels such as customer-led (web/SEO), sales-led, and partner referrals.

Responsibilities:

Pipeline Generation & Prospecting

• Build and execute daily prospecting activity across outbound channels (phone, email, LinkedIn, and other approved platforms) to identify and engage target accounts.

• Research target accounts and personas; tailor outreach based on industry, use case, and likely cross-border payment requirements.

• Support the broader commercial motion across multiple acquisition channels (e.g., direct outbound vs. inbound leads).

Lead Qualification & Discovery

• Conduct structured first-call discovery to confirm:

  • Business need and payment use case (payables/receivables/stored value/FX needs).

  • Basic operational reality (countries/currencies, expected volumes, urgency, decision process).

  • Whether the prospect is aligned to the company’s target customer profile

• Qualify opportunities using our agreed framework and convert to:

  • Qualified meeting booked, and/or

  • Sales-qualified lead/opportunity routed to the appropriate sales owner.

CRM Hygiene & Data Quality (Critical)

• Create and maintain accurate CRM records and activity logs; ensure key fields are completed consistently and promptly.

• Capture core onboarding-relevant information early (e.g., entity details and intended usage) so downstream teams can progress efficiently. TransferMate’s approach highlights the importance of accurate customer data and profiles in our CRM and the handover into due diligence processes.

Cross-Functional Collaboration (Sales ↔ Compliance/Onboarding)

• Partner closely with:

  • AEs/BDMs to align targeting, qualification standards, and handover quality.

  • Marketing on inbound lead follow-up and feedback loops (what converts vs. what doesn’t).

  • Onboarding / Customer Service and Due Diligence teams to reduce friction from “unqualified” or “incomplete” discovery.

• Operate with awareness that customer acquisition can be customer-led, sales-led, or partner-referred, each with different context and risk considerations during onboarding.

Product & Value Proposition Communication

• Confidently articulate the company’s value proposition in plain language, for example:

  • Global payment reach (send/receive internationally, multi-currency capabilities) and the “one network” model.

  • Benefits such as reducing cross-border complexity, improving visibility, and supporting international payments at scale.

• Use approved pitch decks, messaging, and product collateral; escalate technical questions to the appropriate product/sales specialist.

Continuous Improvement

• Track performance against SDR metrics; iterate messaging, targeting, and cadences based on conversion data.

• Contribute to playbooks: objection handling, vertical scripts, ICP refinements, and competitive positioning.

Requirements:

Experience

• 1–3 years’ experience in SDR/BDR, inside sales, lead generation, or customer-facing commercial roles (fintech/payments/SaaS preferred).

• Demonstrated success in outbound prospecting and booking qualified meetings.

• Comfortable operating in a process-driven, regulated environment where onboarding and KYC are part of the customer journey.

Skills & Competencies

• Strong written and verbal communication; confident on phone and video.

• Excellent prospect research and personalization ability.

• Disciplined organization and time management; high activity throughput.

• Data literacy and CRM discipline (pipeline hygiene, notes, next steps).

• Commercial curiosity: able to uncover pain points and connect to solutions.

• Resilience, coachability, and a continuous-improvement mindset.

Behaviours (What “Good” Looks Like)

• Customer-first, professional, and credible in early interactions.

• Detail-oriented and reliable: clean handoffs, no missing basics.

• Collaborative: works tightly with sales owners and support teams.

• Operates within approved messaging and compliance boundaries.