Title: Sales Development Representative Location: New York United States Job Description: Come build at the intersection of AI and fintech. At Ocrolus, we're on a mission to help lenders automate workflows with confidence-streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions. Our AI workflow and analytics platform for lenders is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit-ultimately creating a more inclusive financial system. Trusted by more than 400 customers-including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square-Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world's most innovative lenders do business. Summary We are looking for passionate, hard-working Sales Development Representative to join our growing sales team. Candidates must have proven experience prospecting for new business. The ideal candidate has an early track record of success, is comfortable speaking about a technical product, and is eager to build a career in sales. This is a hybrid position. However, candidates must be based in the New York City area as this role requires being on-site at our office on a hybrid basis. What you'll do - Generating qualified sales meetings for senior sales reps - Making sales calls: cold and warm - Attending networking events and conferences - Prospecting on LinkedIn using Sales Navigator - Identifying the needs of prospective clients - Setting up the sales team for success on your accounts - Meticulously tracking your work What you'll bring - Bachelor's Degree in business or related field - 1+ year of recent experience working as a SDR or BDR in the B2B space - 1+ year of experience working in SaaS - Savvy at using prospecting tools such as LinkedIn Sales Navigator and Outreach.io - Expertise managing a pipeline in Salesforce - Comfortable cold calling & approaching strangers at a conference - Excellent communication skills - Proficiency in Excel/Google Sheets - Eagerness to learn; open to coaching - Excited to work in a fast-paced start-up environment Bonus points - Strong understanding of API based work - B2B FinTech experience - Worked for a hypergrowth-startup company Note: The full-time salary range for this role is between $60,000 - $90,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location. Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City. Life at Ocrolus We're a team of builders, thinkers, and problem solvers who care deeply about our mission - and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact. Our culture is grounded in four core values: Empathy - Understand and serve with compassion Curiosity - Explore new ideas and question the status quo Humility - Listen, be grounded, and remain open-minded Ownership - Love what you do, work hard, and deliver excellence We believe diverse perspectives drive better outcomes. That's why we're committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.

• Defining outbound strategy for the Sales Development organization. • Provide strong leadership and strategic direction to the Sales Development team. • Coach and mentor SDRs and more junior Leaders, driving them and their teams to achieve outbound pipeline generation goals and aiding in their career progression. • Develop and implement effective programs to enhance SDR effectiveness and optimize results. • Collaborate closely with regional Sales Leaders and the Sales Development Leadership team to continually improve the quality and quantity of sales pipeline. • Work closely with the Growth, Revenue Operations, and Enablement, providing input on lead acquisition strategies, streamlining internal processes, and producing effective training materials. • Regularly report on key individual and team metrics to identify areas for improvement and refine our qualification and prospect engagement strategies for long-term, sustained success. • Proactively manage the performance of direct reports and advise on performance management of sub-teams, becoming actively involved as required. • Hire, onboard, and develop new SDR and Leadership talent. • Facilitate and foster a culture of high performance and continuous learning within the team.

• Defining outbound strategy for the Sales Development organization. • Provide strong leadership and strategic direction to the Sales Development team. • Coach and mentor SDRs and more junior Leaders, driving them and their teams to achieve outbound pipeline generation goals and aiding in their career progression. • Develop and implement effective programs to enhance SDR effectiveness and optimize results. • Collaborate closely with regional Sales Leaders and the Sales Development Leadership team to continually improve the quality and quantity of sales pipeline. • Work closely with the Growth, Revenue Operations, and Enablement, providing input on lead acquisition strategies, streamlining internal processes, and producing effective training materials. • Regularly report on key individual and team metrics to identify areas for improvement and refine our qualification and prospect engagement strategies for long-term, sustained success. • Proactively manage the performance of direct reports and advise on performance management of sub-teams, becoming actively involved as required. • Hire, onboard, and develop new SDR and Leadership talent. • Facilitate and foster a culture of high performance and continuous learning within the team.

Role Description We are seeking an exceptional, high-performing individual who thrives in a builder environment and continually looks for ways to elevate the business. In this role, you will help drive Color’s growth by initiating relationships with target customers and generating demand, demonstrating how Color can meaningfully improve health outcomes for their populations. How You'll Contribute - Leverage our advanced sales tools to deploy outbound lead campaigns including cold calling, email, and social media to engage and qualify employer prospects. - Initiate sales conversations with key decision makers at target companies and establish relationships with stakeholders to build solid partnerships. - Use Salesforce and other sales tools, build prospect lists, craft outbound messaging, and share results with the larger sales team. - Help break into new and existing markets by working with the Sales Directors. - Develop a strong demo pipeline for Business Development via phone and email communications. - Develop in-depth knowledge of the Color Health platform, programs, industry trends, and competition. Qualifications - 2+ years experience in sales and business development, ideally in a lead gen capacity that has been focused on employer sales. - The ability to maintain a work schedule that aligns with Eastern Time Zone business hours. - Proven track record of developing new relationships in a business setting. - Proven track record of building multi-million pipeline with qualified buyers. - Demonstrated ability to articulate complex concepts quickly and clearly. - Demonstrated strong persuasive capabilities on the phone to secure meetings. - Salesforce experience required. Nice to Have - Experience selling in employee benefits, or to HR personas, or in health-tech is a strong plus. - Salesloft experience a plus. Benefits - 💰 Competitive salary - ✨ Comprehensive medical, dental, vision, life, and disability benefits - 📈 401k match - 📝 Monthly phone and wifi stipend for employees, annual ergonomic stipend - 🏝 Generous vacation policy, paid holidays and company-wide recharge days - 🍼 Equal paid parental leave for birthing and non-birthing parents - Free cancer screening and prevention resources for employees and their adult dependents Base Salary Range $52,000 - $80,000/year + eligible additional sales incentive compensation based on performance. The actual base pay is dependent upon many factors, such as: work experience, market data, skills, geographic location, and business need. The base pay range is subject to change and may be modified in the future. This role may also be eligible for equity and benefits. Equal Employment Opportunity Color prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law. Color conforms to the spirit as well as to the letter of all applicable laws and regulations. We are also committed to providing reasonable accommodations for qualified applicants with disabilities in our recruitment process.