Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops).
Our leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. And we’re backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more).
Having raised $84M, we’re a well-funded startup and have invested in people and technology while growing our partnerships — responsibly.
We’re also proud to have received recognition from the fintech world. Awards we’ve won include:
Ranked #21 on 2024 Inc. 5000 based on revenue growth
Ranked #15 on 2024 Deloitte Fast 500 based on revenue growth
2024 Best Embedded Finance Solution for Banking Tech Awards
2023 Best Consumer Lending Program by Tearsheet
2023 Best Point of Sale Product by Fintech Breakthrough
But what you’ll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS companies.)
As a result of our efforts in building this healthy company culture, we’ve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance.
Like any startup, we’re in it for the long haul, and we’re looking for people willing to join our journey of building something special together.
This process starts with our company values, which guide us in everything we do — and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same:
Put customers first (that’s our M.O.)
Act fast (leverage our startup environment).
Lead the way (show and tell).
Take ownership (everyone is hands-on here).
Be a good human (no egos, build financial products that do right by people).
Learn more about our values here.
The Role
As a Sales Development Representative (SDR) at Wisetack, you are responsible for generating qualified pipeline through outbound prospecting. You’ll engage home services business owners, introduce Wisetack’s financing solutions, and convert cold outreach into high-quality opportunities for Account Executives.
This is a high-activity, metrics-driven role focused on creating new opportunities—not waiting for them. Success is defined by consistent pipeline generation, strong conversion rates, and disciplined execution, and collaborating with your account executives.
Responsibilities
Stay current on emerging AI capabilities and experiment with new ways to work more efficiently and effectively
Generate pipeline through outbound prospecting (calls, email, SMS) targeting home services businesses
Engage & qualify inbound leads in a timely manner
Identify and engage decision-makers, turning cold outreach into qualified meetings
Maintain strong funnel conversion rates (connect → conversation → meeting → opportunity)
Build and prioritize target account lists using tools like ZoomInfo
Effectively qualify prospects (revenue, ticket size, financing usage, sales process) & handle objections on prospect calls
Partner closely with Account Executives for collaboration and seamless handoffs
Maintain accurate CRM data and execute structured outreach cadences
Maintain and track performance against KPIs (activity, meetings, pipeline) and continuously improve messaging
Requirements
2+ years of experience in outbound prospecting or a high-volume, customer-facing role
Bachelor’s degree
Strong phone presence with the ability to build trust quickly
Familiarity with fintech, payments, or consumer financing
Experience using Salesforce, Salesloft, ZoomInfo, AI-powered prospecting tools, or similar technologies
AI-forward mindset with an eagerness to adopt emerging tools that improve research, personalization, productivity, and results
Growth-oriented and adaptable, with the ability to thrive in a fast-paced, changing environment
Highly organized, resilient, and motivated by results
Bonus points
Experience selling into home services (HVAC, plumbing, roofing, etc.)
Background in B2B, fintech, or startup environments
Track record of top performance in outbound roles
Conclusion
The base salary for the position is $75,000, plus annual target variable of $15,000, equity, and benefits. Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level and competencies.
Spend a little time on our About Us page and check out our Press page and our blog for more. If you think this might be a fit, we’d love to hear from you!
This hiring process utilizes artificial intelligence tools to assist in candidate screening and assessment. Our AI tools are designed to complement, not replace, human decision-making. Our data practices are described in Wisetack’s Privacy Policy.
Wisetack is a fintech company founded in 2018 that builds transparent and intuitive consumer lending products designed for service-based businesses such as HVAC companies, veterinarians, and auto repair shops. The company offers embedded finance solutions that enable these businesses to provide financing options to their customers. With $84M in funding from top VCs including Insight Partners, Greylock, and Bain Capital Ventures, Wisetack has achieved significant recognition including ranking #21 on the 2024 Inc. 5000 and #15 on the 2024 Deloitte Fast 500. The company is particularly known for its exceptional customer satisfaction with an NPS rating of 79, significantly above industry averages.
