SDR (Sales Development Representative)
Pubblicato il 06-10-2026 - Finanz in Italia
Finanz sells Finanz Engine: a white-labelled financial education engine that banks, neobanks and insurers embed directly inside their own app, in their own colours.
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And here's what we actually sell: not financial education, but the conversion of savers into investors. A bank buys us because we turn dormant customers into active ones on the bank's own financial products, and because we hand them up to 120 behavioural data points on their customers that they did not have. That is a P&L; conversation, not a CSR one.
The proof is that the same engine already runs on our own consumer app: more than 250,000 users, the vast majority of whom had never invested before. When we walk into a bank, the ROI case is empirical rather than projected.
Where we are
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- Live clients in the Italian market, with several more coming.
- Already closing clients in Spain and Latin America, with the same product and the same playbook.
- More than 250,000 users on the consumer side:
the evidence base we sell with.
- Now opening new international markets, and building the team that will open them.
The role
As an SDR, your job is to open doors: you generate and qualify opportunities for our Account Executive team to close. You don't run the full cycle, but you're the first line deciding which opportunities are worth commercial time.
Main responsibilities:
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- Research and identify decision makers at banks, neobanks and insurers in our target markets
- Outbound prospecting: calls, email and LinkedIn to target accounts
- Qualify inbound leads from marketing (MQL - SQL)
- Identify client needs and fit the Finanz Engine pitch to their reality
- Book qualified meetings between prospects and the AE team
- Follow up consistently on contacts and open opportunities
- Keep the CRM up to date with every interaction
- Work with marketing to sharpen messaging and targeting
What