Full-time SDR, Wisetack

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

022023 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:

03Put 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

Wisetack’s Mid-Market and Enterprise Merchant Sales team is seeking an Account Executive to prospect, onboard and activate merchants in the home services industry. Today, tens of thousands of merchants offer Wisetack financing to their customers. This position will be a highly visible role that drives our growth in 2026 and beyond.

04Responsibilities

Develop a high-quality pipeline of Mid-Market and Enterprise merchants with the goal of driving higher loan issuance for Wisetack.

Drive the sales process from start to close. Onboard prospects and help them become active users of Wisetack financing, generating issuance volume.

Perform product demonstrations with prospects using screen share over Zoom.

Collaborate cross-functionally with other Growth teams.

Develop a detailed understanding of Wisetack’s value proposition and product features in order to articulate the benefits to prospects.

Develop insights about your target group and communicate product and marketing needs back through the Wisetack organization.

Demonstrate good pipeline hygiene by maintaining a complete, accurate, up-to-date sales pipeline and activity log on Salesforce.

Where necessary, attend industry conferences to meet with prospects and generate new leads.

05Requirements

• Bachelor’s degree in business administration, marketing, communications, or related field

3+ years in sales, business development, or partnerships with a track record of exceeding targets and experience working in a incentive-driven compensation model

Hunter mentality, with a high degree of comfort executing all stages of the sales lifecycle, from initial outreach (via email, LinkedIn, cold calling, or in person) through to sales closing, onboarding, and activation

Ability to work closely with cross-functional internal teams (e.g., Partnerships, Merchant Growth, Marketing, etc.)

Strong verbal and written communication skills and the ability to interface and influence at the senior levels

Self-motivated, detail-oriented, and with strong time management skills

Creativity and strong critical reasoning skills, and the ability to thrive in a fast-paced, dynamic work environment

Strong passion for Wisetack’s mission, and for the businesses that comprise our partners and customers

Ability to work effectively in an exclusively remote work environment

The right candidate will be intellectually curious, hardworking, self-starting, customer-oriented, and will always prioritize integrity over short term results

06Bonus points

• Experience working in a startup / growth-stage environment, ideally a venture-backed tech or FinTech company
• Experience with field service software, invoicing software, or point of sale lending/payments
• Familiarity with CRM and prospecting tools such as Salesforce and Apollo
• Conclusion

The base salary for the position is $100,000 plus deal issuance commission anticipated between $25,000 - $70,000, equity, and benefits. Please note this 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.