Sales Development Executive

Charlotte, NC
Full-Time & Part-Time


Fundafi is a B2B finance and technology company in Charlotte, North Carolina that is reinventing small business lending for small law firms. We started with a simple goal – helping small business owners and their law practices grow and become more successful. We are passionate about optimizing law firm performance and client outcomes with our strategic capital and unique market intelligence backed by our technology and proprietary data.

Your Mission:

The Sales Development Executive is responsible for identifying and creating new qualified sales opportunities with law firms across the country. The executive manages the outbound lead activity, contacting law firms and managing the sales process from contact through to application.

Your Day to Day:

• Prospect, educate, qualify, and develop law firm leads into active accounts
• Interact with prospects via telephone and email to uncover pain points, explain the Fundafi solution, identify opportunities and generate interest.
• Utilize a consultative approach to evaluate and understand customer’s business and needs
• Communicate value proposition tailored to prospect needs
• Successfully manage prospect questions and concerns bringing in other company resources to assist as needed
• Become a trusted resource and develop superior relationships with prospects
• Update interactions in salesforce to ensure efficient lead management
• Provide timely feedback to ensure continuous process optimization
• Work with Marketing, Credit, Account Managers, and Underwriters to ensure the best customer experience
• Provide training and assistance as needed to other team members
• Participate in marketing campaigns, message testing and lead process optimization
• Ad hoc projects as requested
• Understand Fundafi products, value proposition, and positioning and keep up-to-date on industry trends and the competition’s positioning within the marketplace
• Conduct business dealings in a way that creates a superior experience for the potential customer

Your Typical Day:

• Make outbound calls and follow up with inbound inquiries
• Use your skills in research and list building to target different areas of the country (we will provide priority areas)
• Work with our business partner companies to identify and communicate with new prospective clients
• Track all lead activity, monitor leads/opportunities, and manage reports using
• Regularly meet with the senior management team to report progress, and your analysis of


• Experience in Sales or Customer Experience
• Motivated by metrics and driven to achieve and exceed your goals
• Outstanding communication and interpersonal skills
• Time management strength with an ability to multitask to optimize outcomes trends, challenges, objections and areas of opportunity within the market to identify focus and resources necessary to drive your best outcomes
• A passion for constantly improving and learning from experience as a way to leverage better results
• Ability to adhere to standardized guidelines
• Strong computer skills and experience with Salesforce/ or CRM platforms

About Fundafi:

Fundafi is more than a lender for small law firms; with our market intelligence and technology, we help small law practices grow and become more successful. In doing so, we also help them provide a better outcome for the clients that they represent. At Fundafi, we take pride in helping our customers and we are excited to build our national footprint. We’re all about teamwork, passion and making an impact. We provide a dynamic and fast paced environment with plenty of room to grow and we are looking for the best for employees that are inspired by our vision and embody our values.

What We Value in our team:

Keep raising the standard: We are creating, and we embrace evolution. We strive to build better ways to perform as a company and deliver value to our clients
Doing what's right: We are committed to acting with integrity and supporting the best interest of our clients and stakeholders
Accountability like an owner: We hold ourselves accountable to our priorities and responsibilities so that we exceed expectations
Intelligent: The ability to think quickly and proficiently in area of expertise with IQ and EQ. Desire to evolve and learn
Collaborative: We are all in it together and we focus on our collective goals with confidence and humility
Persistence: Tenacity and willingness to do what it takes to meet objectives

What We Offer You:

An ongoing focus on life-work balance - We are exceptionally capable individuals and we know that our work is optimized when our life in and out of the office flow. We believe in flexible scheduling and focus on impact and time efficiency

Role with impact - In a company with a small but growing team, every member here is a key contributor and has potential to shape the company and evolve professionally

A great place to build your career - We hire for capability and attitude and we provide guidance and coaching for you to learn and grow with us

We celebrate individuality - Individual perspectives and experiences make us and our business better. We encourage everyone to voice their opinions, while retaining the humility to listen and accept other viewpoints


• Comprehensive Medical, Dental and Vision
• Retirement/ 401k with matching Life and Disability Coverage
• Pre-Tax FSA, Dependent Care FSA
• Commuter Benefits

Other Perks:

• Generous PTO
• Flexible Work Schedules
• Company Paid Educational Opportunities
• Team Outings
• On Site Workout Facilities
• Professional Development and Leadership Opportunities
• Vibrant SouthPark Location surrounded by great restaurants, bars, athletics, and shopping

If you are interested in applying for this position, please email your cover letter and resume to