We are looking for talented and customer-focussed sales development representatives (SDR) to join our customer success team. The goal is to provide a white glove experience to new and existing customers to help them get the most out of their Atlas experience and make full use of the bundle of services included in the membership.
This is a new team and you will be part of helping define and scale the function at Atlas. The compensation for this role includes base pay and significant performance based incentives at both the individual and team level.
Responsibilities:
- Impact: Make 80-100 customer calls everyday resulting 30 conversations, and 10 customers completing actions that lead to successful onboarding
- Assist customers in completing their account setup and ensuring a smooth product adoption process
- Answer customer inquiries and provide guidance, with a strong focus on upselling our payroll product
- Drive product adoption by encouraging customers to connect their payroll and promoting future products as they are introduced
- Track and report key metrics, including the number of customers who successfully connect their payroll and the volume of calls and conversations
- Ownership: Continuously improve the onboarding process by leveraging customer feedback and collaborating with the team to improve our call scripts and success rates
- Teamwork: Build momentum within the team through strong daily attendance, standup participation and general high energy presence to help build and scale a winning culture
Requirements:
- Fluent in spoken and written English; Spanish proficiency is a plus
- Exceptional customer service, communication, and sales skills, particularly in phone-based interactions
- Previous experience in a Sales Development Representative (SDR) role, ideally within a consumer-focused product environment making customer calls everyday
- Comfortable handling conversations via phone and SMS, with experience using tools like HubSpot and OpenPhone
- Ability to meet sales targets, with a goal of achieving 50 payroll connections per week
- Fintech experience is a preference but not required
Ideal Candidate:
- Proven track record in phone sales, with the ability to build rapport quickly and engage customers effectively; and a strong work ethic to build momentum and drive success
- Demonstrates empathy, positivity, high energy, and a proactive approach in customer interactions, making each customer feel like a priority
- Highly detail-oriented with a focus on delivering clear and transparent communication
- Able to manage multiple tasks efficiently and adapt quickly in a fast-paced environment
- Eager to learn, coachable, and motivated to grow within a fast-expanding team, with the potential to take on leadership roles
- A natural conversationalist, the kind of person who can make everyone feel like their best friend