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Capitalize is transforming the $6 trillion commercial real estate (CRE) debt market with AI-driven technology that enhances transparency, improves lead quality, and accelerates deal efficiency. We empower capital markets, investment sales, lenders, and investors with the data and technology needed to fuel revenue growth and enable smarter decision-making. Join us in reshaping the future of CRE finance through AI and innovation.
As a Sales Development Representative (SDR) at Capitalize, you will play a crucial role in our growth strategy by engaging potential customers and driving top-of-funnel activities. The majority of your duties will be performed over the phone, where you will be responsible for outbound sales calls, lead qualification, and setting up meetings for our sales team. Your goal is to generate interest and identify potential sales opportunities by articulating the value of our solutions to prospective clients in the CRE debt market.
• Outbound Prospecting: Conduct a high volume of outbound calls to cold and warm prospects daily to generate new leads. • Lead Qualification: Identify and qualify potential customers by understanding their needs, challenges, and goals, and assessing their fit with Capitalize's solutions. • Appointment Setting: Schedule meetings and product demonstrations for the sales team with qualified leads. • CRM Management: Maintain accurate records of all activities and conversations in our CRM system, ensuring all information is up-to-date. • Product Knowledge: Develop a deep understanding of Capitalize's products, value propositions, and the CRE debt market to effectively communicate with prospects. • Cross-Team Collaboration: Partner with sales and marketing teams to align on target prospects, messaging strategies, and outreach initiatives.
• Experience: Minimum of 1-2 years in a sales development or similar role, preferably within the commercial real estate, finance, or tech industries. • Communication Skills: Exceptional verbal communication skills with a professional and persuasive phone presence. • Organizational Skills: Strong organizational skills with the ability to manage multiple tasks and priorities. • Tech-Savvy: Comfortable using CRM systems (e.g., HubSpot), sales engagement tools, and other technology platforms. • Goal-Oriented: Demonstrated ability to meet and exceed targets in a fast-paced sales environment. • Team Player: Ability to work effectively in a team-oriented environment and contribute to a positive company culture. • Adaptability: Flexibility to adapt to changing priorities and market conditions.
• Competitive Salary: Base salary with performance-based bonuses. • Health Benefits: Comprehensive health, dental, and vision plans. • Professional Development: Opportunities for career advancement and professional growth. • Work Environment: Collaborative and innovative company culture with a focus on employee well-being and work-life balance.
Capitalize provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.