Sales Development Representative

We’re Hiring: Sales Development Representative (SDR) Location:

Bangalore (HSR Layout) Company:

CashBook – UPI Wallets for Business Expense Management

CashBook is building the future of

employee expense management using UPI wallets . We are looking for a driven and process-oriented

Sales Development Representative (SDR)

to join our growing sales team.

Role Overview

As an SDR, you will be the

first point of contact

for potential customers. You will qualify inbound and outbound leads, understand business requirements, and move qualified prospects through the initial stages of the sales funnel.

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Key Responsibilities

Handle

inbound and outbound leads

and connect with business decision-makers Qualify leads based on

company size, use case, decision-maker, and readiness Clearly explain

CashBook’s product offering

(UPI wallets, expense tracking, approvals, dashboards) Move leads through CRM stages:

New → Interested → Demo Scheduled → Demo Done Schedule and coordinate

product demos

with founders / account managers Capture and update all lead details accurately in the

CRM (HubSpot) Follow up with prospects via

calls, emails, and WhatsApp Understand customer objections and handle basic product and pricing queries Work closely with the sales and onboarding teams to ensure smooth handover

✅

Requirements

0–3 years of experience in

B2B sales, SDR, inside sales, or SaaS sales Strong

communication skills

in English (Hindi/regional languages are a plus) Comfortable with

calling, follow-ups, and CRM usage Basic understanding of

business workflows, finance, or SaaS products

is preferred Self-driven, organised, and eager to learn

Why Join CashBook?

Work closely with

founders and leadership Learn B2B SaaS sales from the ground up Fast-growing product with real customer impact Clear growth path to

Account Executive / Closing roles

Interested? Apply via LinkedIn or email your resume to

careers@cashbook.in