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Sales Development Representative



Sales & Business Development
New York, NY, USA
Posted on Wednesday, February 7, 2024

Sales Development Representative

  • Sales
  • New York
  • Full-time


Business communicates through the language of accounting. Yet the $400B financial reporting industry still relies heavily on inefficient and error-prone manual processes and legacy systems. Trullion is transforming this. Our AI-powered platform automates critical accounting and audit workflows, provides real-time reports and insights, and promotes new levels of collaboration for financial leaders. We believe in a more efficient, transparent, and human-oriented accounting world. A rapidly growing start-up with offices in Tel Aviv, New York, and London, Trullion has a global outlook framed by our multicultural world. We value collaboration and are deeply committed to the success of our employees, customers, and partners with investors that include Aleph, Third Point, Greycroft & Stepstone. Hiring diverse talent, regardless of race, gender, age, or sexual orientation, is key to our values, as we believe that diverse backgrounds brought together creates the strongest innovation and culture. If you are a big thinker who thrives in a fast-paced environment doing industry-changing work, Trullion is the place for you.

As a Sales Development Representative, your primary focus will be identifying new potential clients, establishing a connection with relevant stakeholders, e.g., C-level, and securing quality meetings for our Account Executives. Alongside this, you will be part of a very international and diverse team with a vast array of different skills and knowledge to help each other.


  • Meet and exceed sales targets ( # of sales qualified opportunities created).
  • Reach out to and qualify prospects who have requested a demo, meaningfully engaged with Trullion’s free content, or attended a webinar.
  • Research and understand target industries and companies to deeply understand their needs and pain points.
  • Engage with prospects via phone, email, and social media to articulate Trullion's value proposition and schedule meetings for the sales team.
  • Maintain accurate and up-to-date records of all sales activities and customer interactions in the CRM system.
  • Proactively reach out to new prospects in Trullion’s ideal customer profile segment.
  • Work closely with marketing and sales colleagues to ensure a smooth customer journey from initial interest to the first sales meeting.
  • Work with Trullion’s Alliances team to engage new partners and nurture/expand existing partnerships.
  • Spend a lot of time calling, emailing, and LinkedIn messaging.


  • Bachelor's degree in Business Administration, Marketing, or a related field.
  • Proven track record of success in a sales or business development role, with at least one year of experience.
  • Excellent communication and interpersonal skills, with the ability to build rapport and establish relationships with potential clients.
  • Strong organizational skills and attention to detail, with the ability to manage multiple tasks and prioritize effectively.
  • Self-motivated and target-driven, with a strong desire to succeed in a fast-paced, high-growth environment.
  • Proficient in using Salesforce, Sales Navigator, Outreach software, and other sales tools to track and manage sales activities.
  • Knowledge of the financial industry and understanding of financial automation solutions is a plus.
  • Continuous curiosity, high energy, and team player.

Trullion's US salary range for this full-time position is $70,000 - $90,000 OTE + Benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Get in touch with our HR for more information, and let's meet.

About us

We embrace our core values in everything that we do:

  • Think BIG. We are ambitious, proactive, and we love challenging the status quo.
  • We live by truth. We uphold the highest standards of accuracy and accountability.
  • On Your Side. We are on this journey together and want to collaborate and empower each other to succeed.
  • Committed. Committed to execution. Committed to delivery. Committed to excellence.