--- title: 'Sales Development Representative at Wisetack' canonical: 'https://feeny.ai/job/sales-development-representative-wisetack-united-states-ftyv202j3kpc' type: 'job' last_seen: '2026-09-11' --- # Sales Development Representative at Wisetack - **Company:** Wisetack - **Location:** United States - **Work type:** remote - **Posted:** 2026-09-01 - **Last confirmed live:** 2026-09-11 - **Apply:** https://job-boards.greenhouse.io/wisetack/jobs/4727040005 ## Job description 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](https://www.inc.com/profile/wisetack) based on revenue growth - [Ranked #15 on 2024 Deloitte Fast 500](https://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/fast500-winners.html) based on revenue growth - [2024 Best Embedded Finance Solution](https://informaconnect.com/banking-tech-awards-usa/2024-winners/) for Banking Tech Awards - [2023 Best Consumer Lending Program](https://www.wisetack.com/press/wisetack-wins-2023-best-consumer-lending-program-award) by Tearsheet - [2023 Best Point of Sale Product](https://www.wisetack.com/press/fintech-breakthrough-names-wisetack-best-point-of-sale-solution) 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](https://customergauge.com/benchmarks/blog/financial-services-nps-benchmarks) and 36 for[SaaS companies](https://customergauge.com/benchmarks/blog/nps-saas-net-promoter-score-benchmarks).) As a result of our efforts in building this healthy company culture, we’ve been nominated to several[Great Places to Work](https://www.greatplacetowork.com/certified-company/7046639) 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](https://www.wisetack.com/values). ## 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](https://www.wisetack.com/careers). 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](https://www.wisetack.com/about) and check out our[Press page](https://www.wisetack.com/press) and our[blog](https://www.wisetack.com/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.](https://wisetack.us/#/privacy) ## About Wisetack ## Company Overview - **One-liner**: Wisetack provides fair, transparent monthly payment options for service-based businesses (home services, auto repair, dental, veterinary, elective medical) through an embedded financing platform. - **Entity Type**: Private (Series B) - **Headquarters**: San Francisco, California, USA - **Founded**: 2018 - **Founders**: Bobby Tzekin (CEO) and Kolya Klymenko (CTO) ## Core Business - **Primary industry**: Financial technology – consumer lending and embedded pay-over-time financing - **Target customers**: B2B (home service businesses, auto repair shops, dental/veterinary/medical practices) and B2C (their end customers) - **Mission/purpose**: “We build financial products that do right by people” – fair, transparent terms with no late fees or hidden fees. ## Products & Services - **Embedded Pay-Over-Time Financing**: A white-label monthly payment option that businesses can offer their customers. Wisetack integrates via APIs into existing software platforms, enabling consumers to see their options in under a minute. Financing now goes up to $65,000. No late fees, no hidden fees – clear terms from the start. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed - **Key Metric**: Total raised – $45M Series B closed in 2021 (backed by Insight Partners, Greylock, and Bain Capital Ventures) - **Notable Investors/Partners**: Insight Partners, Greylock, Bain Capital Ventures; capital partnerships with U.S. Bank and Group 1001 Insurance - **Growth Signals**: Named to the 2025 Deloitte Technology Fast 500, ranked #21 on the 2024 Inc. 5000, and named “Best Embedded Finance Solution 2024” by LendIt Fintech. Revenue has grown YoY and exceeded targets. NPS of 78 and 85% of customers rate the service 9 or 10 out of 10. ## Competitive Advantages - Transparent, no-fee model differentiates Wisetack from traditional BNPL providers that charge late fees. - Deep API integrations allow embedding directly into software tools businesses already use (e.g., invoicing, CRM). - High customer satisfaction scores and industry awards reinforce trust. - Experienced leadership team with prior stints at PayPal, Affirm, Lending Club, Amazon, and LinkedIn. ## Strategic Focus - Expanding financing limits (now up to $65K) to cover larger home service and elective medical projects. - Deepening capital partnerships (e.g., U.S. Bank, Group 1001) to scale lending capacity. - Continuing to grow software platform integrations to reach more businesses. ## Why Work Here - **Remote-first culture**: Distributed team based in the U.S. and abroad; most roles are remote within the U.S. Periodic company-wide offsites and team gatherings. - **Culture**: Values include “Be a good human”, Customer First, Act Fast, Lead the Way, Take Ownership. Certified as a Great Place to Work (100% of employees agree) and named to Fortune’s Best Small Workplaces 2023. - **Benefits**: Competitive compensation plus stock options, 401(k) match, comprehensive health plans (medical/dental/vision), FSA/HSA, flexible PTO, learning & development stipend, commuter benefits, and additional health service memberships. - **Engineering**: Hands-on shaping of a fintech platform at a fast-growing, well-funded startup. ## Sources 1. [wisetack.com/about](https://www.wisetack.com/about) 2. [wisetack.com](https://www.wisetack.com/) 3. [wisetack.com/careers](https://www.wisetack.com/careers) 4. [builtin.com/company/wisetack](https://builtin.com/company/wisetack) 5. 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