The Sales Development Representative (SDR) is responsible for generating and scheduling qualified sales appointments for Kurv's outside Direct Sales team. Working from assigned geographic territories and company-provided lead lists, the SDR proactively contacts prospective merchants to introduce Kurv's credit card processing solutions and secure in-person or virtual appointments for Direct Sales Representatives. This role is a critical driver of the sales pipeline and requires a self-motivated, resilient, and organized communicator who thrives on consistent outbound activity and measurable results.
KEY RESPONSIBILITIES
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Place a high volume of outbound calls daily to prospective merchants within an assigned territory using company-provided lead lists.
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Set a minimum of 8–10 qualified sales appointments per week for outside Direct Sales Representatives.
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Clearly and professionally communicate Kurv's credit card processing value proposition to generate prospect interest.
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Qualify leads by confirming business ownership/decision-making authority, current processing setup, and general fit before scheduling an appointment.
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Supplement company-provided leads with self-sourced leads (e.g., Yelp, Google Business, local business directories, referrals) when doing so improves appointment quality or volume.
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Accurately log all call activity, outcomes, and appointment details in the CRM/Paycom or designated system in real time.
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Coordinate directly with assigned Direct Sales Representatives to confirm appointment details, territory coverage, and scheduling preferences.
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Follow up on rescheduled, canceled, or no-show appointments to maximize territory conversion.
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Maintain a working knowledge of Kurv's products, pricing structure, and competitive positioning to handle basic prospect questions and objections.
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Meet or exceed weekly and monthly KPIs for call volume, contact rate, and appointments set.
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Participate in ongoing coaching, call reviews, and training to continuously improve talk track and conversion rate.
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Maintain compliance with all applicable telemarketing regulations (e.g., Do-Not-Call lists, calling hours) and internal company policy.
LEAD SOURCING
SDRs are provided with a defined territory and company-generated lead list as their primary source of outreach. SDRs who demonstrate strong performance may supplement their pipeline with self-generated leads from external sources such as Yelp or other local business listing platforms, provided all leads comply with Kurv's compliance and Do-Not-Call requirements. Any self-sourced leads and their outcomes must be logged consistently with company-provided leads.
PERFORMANCE EXPECTATIONS / KPIS
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Minimum 8–10 set appointments per week (kept/held appointments tracked separately as a quality metric).
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Daily call volume and talk-time targets as defined by sales leadership.
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Appointment show/hold rate and lead-to-appointment conversion rate.
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CRM/Paycom data hygiene — timely and accurate logging of all activity.
QUALIFICATIONS
Required:
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High school diploma or equivalent required.
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1+ year of experience in outbound calling, telemarketing, appointment setting, inside sales, or a similar phone-based role.
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Strong verbal communication skills with the ability to build rapport quickly and handle objections confidently.
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Comfortable with high call volumes and a metrics-driven work environment.
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Basic proficiency with CRM systems, Paycom, or similar sales/scheduling tools (or the ability to learn quickly).
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Highly organized with strong time-management and follow-up skills.
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Reliable, coachable, and self-motivated with a positive, resilient attitude toward rejection.
Preferred:
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Prior experience in payments, financial services, credit card processing, or B2B outbound sales.
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Experience self-sourcing leads through platforms such as Yelp, Google Business, or similar directories.
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Bilingual candidates a plus, depending on territory.
WORK ENVIRONMENT / PHYSICAL REQUIREMENTS
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Primarily a phone-based, in-office role requiring extended periods of sitting and talking on the phone.
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Ability to use a computer, telephone/headset, and standard office equipment for extended periods.
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Fast-paced environment with daily performance tracking and regular coaching feedback.
