Job Description

At Formations, we help self-employed professionals take control of their taxes and finances. We’re looking for a Sales Development Representative (SDR) to join our team. This role is focused on connecting with leads, qualifying them, and making sure the right prospects get routed into the sales process.

This isn’t a simple “smile and dial” role. We’re looking for someone who can be thoughtful in outreach, listen well, and create a strong first impression of Formations.

What You’ll Do

Lead Engagement and Qualification

• Reach out to leads through calls, emails, and sequences
• Hold discovery conversations to understand needs, goals, and challenges
• Qualify prospects against Formations’ ideal customer profile

Lead Routing and Sales Support

• Route qualified opportunities to the right Account Executive
• Ensure smooth handoff and share context so sales reps can run effective conversations
• Keep lead status and activities updated in HubSpot

Outreach and Pipeline Building

• Build initial relationships with prospects to spark interest in Formations
• Nurture early stage leads who aren’t ready to buy yet
• Use structured outreach sequences across phone, email, and social to drive engagement

Collaboration and Feedback

• Work closely with the sales team to refine messaging and targeting
• Share insights from prospect conversations to improve talk tracks and outreach
• Contribute to team culture and help shape best practices

What We’re Looking For

• 1+ year of experience in sales development, business development, or lead qualification (B2B or B2C)
• Strong communication skills on the phone and over email
• Curious and coachable, open to feedback and quick to learn
• Organized, detail-oriented, and comfortable working in a fast paced environment
• Familiar with CRM systems (HubSpot is a plus)
• Excited about helping self-employed professionals succeed

Bonus Points If You:

• Have experience in fintech, SaaS, or selling to self-employed professionals
• Enjoy working in a startup environment where things move quickly

Compensation range $50-75K

About Formations Corp

Founded in 2019, Formations Corp is a FinTech startup based in Kirkland, WA. We're on a mission to help self-employed individuals maximize their financial and personal well-being.

Self-employed owners start their businesses to focus on their clients and their impact, not to spend half their days pouring over their books and stressing about taxes. Formations wants to give our customers the time and peace of mind to do what they do best – and to help them earn the most for it. This means we do all the back-of-the-house financial work to maximize our customers’ business health and compliance, tax savings, retirement benefits, and peace of mind.

This full-time position offers a competitive base salary and and full benefits package:

• We go above and beyond in our commitment to our staff's health, well-being, and happiness by also offering flexible paid time away from work
• Full Medical, dental vision
• Generous parental leave
• Life insurance
• 401K plan including employer matching.Plan matches 100% of an employee's contributions up to 4% of their annual base salary, with immediate vesting for matched contributions.
• Equity- Formations offer every EE to be an owner. As such we grant every new hire an equity package our very generous equity plan is vested over standard 4 years
• Formations encourages employees to give back with paid volunteer time of up to 16 hours a year.
• Adopting a flexible-hybrid approach means that there isn't a one-size-fits-all solution but rather a highly adjustable and personal model that can take various shapes and forms
• Positive and collaborative culture
• Opportunity to influence the shape of the company

Formations Corp is an equal opportunity employer.

Job Tags

Similar Jobs