Full-Time

Sales Development Representative

SDR

FinQuery

FinQuery

201-500 employees

AI-powered lease accounting and contract management

Compensation Overview

$45k - $65k/yr

Atlanta, GA, USA

Hybrid

Category
Sales & Account Management (1)
Required Skills
Lead Generation
Cold Calling
Salesforce
Requirements
  • 6+ months of relevant sales experience required; internship experience will be considered
  • Previous cold calling experience required
  • Positivity is a must and you are solutions-oriented and not afraid of challenges in a fast-paced environment
  • Collaborative mentality by prioritizing ‘we’ and not focusing on ‘me’
  • Results-driven and competitive nature
  • Superb writing, communication, and listening skills; you must understand objections and overcome them by turning skeptics into believers
  • Outstanding time management skills
  • High level of empathy and being a good person to peers and prospects
  • Proven ability to make strong connections and overcome rejection to achieve results
  • Desire to move up the ranks and become an Account Executive or Channel Partner Manager in the future
  • Solid project management and business development skills
  • Excellent presentation and communication skills
  • Grit, strong work ethic, coachable, confidence, curiosity, self-awareness, and a focus on self-development
  • Success working remotely and a strong home setup
  • Knowledge of sales tools such as Salesforce, SalesLoft, and ZoomInfo is a plus
  • SaaS and/or FinTech experience gives you a leg up
  • Salary range and compensation details are not included as a requirement; included salary information provided elsewhere
  • Bachelor's degree in any field is not explicitly required in this posting
Responsibilities
  • Engage prospects through cold outreach to communicate how FinQuery can solve lease accounting challenges
  • Cold-call prospects and educate the market about FinQuery to generate opportunities with net-new customers to support and enable Account Executives to close deals
  • Research prospects, discover pain points, gain access to and set meetings with decision-makers
  • Communicate with potential clients via phone, emails, and LinkedIn to develop interest and build rapport
  • Build rapport with prospects and identify their needs after initial engagement
  • Follow an established and successful sales process with weekly coaching and utilize latest technology
  • Set quality meetings and contribute to building the sales pipeline
  • Generate sales-qualified leads and prospect via cold calls, email, LinkedIn, and articulate the value of FinQuery solutions
  • Demonstrate mastery of skills through participation in SDR training program including virtual classrooms, role-plays, and practice
  • Recognize that 40% of leads come from marketing and that the SDR is 100% responsible for generating their own prospects
  • Success will be measured by daily activity metrics and monthly quota attainment
  • Follow a defined career path within the SDR organization leading to promotions to Sales, Channel Partner Manager, or other growth opportunities
Desired Qualifications
  • Knowledge of our sales tools such as Salesforce, SalesLoft, and Zoominfo is a plus
  • SaaS and/or FinTech experience gives you a leg up
  • Internship experience will be considered as relevant experience
  • Experience in generating meetings via cold calling and social outreach is preferred

FinQuery is an AI-powered accounting automation and contract management platform designed for accounting and finance teams. It automates tedious, manual tasks like lease accounting under standards such as ASC 842, IFRS 16, and other regional rules, and centralizes contract management in one place. It also automates prepaid and accrual accounting to replace spreadsheets. The product works by handling complex accounting tasks automatically and keeping track of critical deadlines, helping users accelerate their close, streamline budgeting and forecasting, and stay compliant. FinQuery differentiates itself by serving a large user base (over 36,000 professionals), focusing on end-to-end automation of lease, contract, and accrual processes, and providing a centralized, compliant workflow. The company aims to reduce risk, boost efficiency, and enable confident compliance for finance teams.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Atlanta, Georgia

Founded

2011

Simplify Jobs

Simplify's Take

What believers are saying

  • TA Associates' majority investment accelerates AI innovation and global expansion.
  • Michael Baldock appointed executive chairman to scale unified subledger.
  • UK Customer Advisory Board supports FRS 102 compliance by 2026 deadline.

What critics are saying

  • Jacob Fabbri's Togetherwork history triggers customer churn in 6-12 months.
  • Oracle and SAP native AI modules erode FinQuery's niche in 12-24 months.
  • TA-driven M&A integrations fail, alienating 40,000 users in 12-18 months.

What makes FinQuery unique

  • FinQuery's Intelligent Subledger unifies leases, prepaids, accruals into AI-powered platform.
  • LeaseQuery tops G2 lease accounting rankings for 19 consecutive quarters.
  • AI automates contract abstraction, classification, and document ingestion.

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Benefits

Unlimited Paid Time Off

401(k) Company Match

401(k) Retirement Plan

Health Insurance

Remote Work Options

Sabbatical Leave

Home Office Stipend

Gym Membership

Professional Development Budget

Parental Leave

Fertility Treatment Support

Adoption Assistance

Mentorship Program

Company News

Business Wire
Mar 18th, 2026
FinQuery claims top G2 ranking for lease accounting software for 20th straight quarter

FinQuery's lease accounting solution, LeaseQuery, has secured the top position on G2's Lease Accounting Software Grid for the 20th consecutive quarter, marking five years of uninterrupted market leadership. The company ranked first across Enterprise, Mid-Market and SMB segments. The Atlanta-based firm achieved a 98% satisfaction score, consistently outperforming competitors by 15-20 points. Its platform serves over 40,000 users and maintains 96% product trajectory approval and 94% support quality ratings. The milestone coincides with FinQuery's international expansion following a majority investment from TA Associates. The company recently appointed Jacob Fabbri as Chief Marketing Officer and Michael Gerson as SVP of Customer Success to support global growth. FinQuery's AI-powered platform automates lease accounting compliance and accrual accounting whilst integrating with existing ERP systems.

Business Wire
Jan 27th, 2026
FinQuery appoints Jacob Fabbri as CMO and Michael Gerson as SVP to scale "Intelligent Subledger" platform

FinQuery, an AI-powered accounting automation platform, has appointed Jacob Fabbri as chief marketing officer and Michael Gerson as senior vice president of customer success and service. The moves support the company's expansion beyond lease accounting into what it calls the "Intelligent Subledger" category. Fabbri joins from Togetherwork, where he served as CMO, whilst Gerson comes from Salesforce, where he led enterprise customer success in the Technology, Media & Telecom vertical. Both will focus on scaling FinQuery's platform, which automates accounting workflows including leases, prepaids and accruals. The company serves over 40,000 professionals across 8,700 organisations globally and has ranked as the top-rated lease accounting software on G2 for 19 consecutive quarters. FinQuery recently received majority growth investment from TA Associates.

Startup 365
Dec 15th, 2025
FinQuery Accelerates Momentum With 19th Consecutive Quarter as the Top-Ranked Lease Accounting Software

FinQuery accelerates momentum with 19th consecutive quarter as the top-ranked Lease Accounting Software. FinQuery accelerates momentum with 19th consecutive quarter as the top-ranked Lease Accounting Software voir plus microdesk FinQuery accelerates momentum with 19th consecutive quarter as the top-ranked Lease Accounting Software. LONDON - (BUSINESS WIRE) - FinQuery, a leading provider of AI-powered accounting automation software, announced today that its lease accounting solution, LeaseQuery, earned the No. 1 position on G2's Lease Accounting Software Grid for the 19th consecutive quarter. The platform also ranked No. 1 within Enterprise, Mid-Market and SMB grids, reflecting FinQuery's ability to flexibly serve customers across all stages. LeaseQuery maintains one of the highest satisfaction profiles in the category, supported by 474 customer reviews and a 4.5 out of 5 star rating. Highlights from the latest report include: * Overall satisfaction score: 97 (+21pts higher than the closest competitor) * Quality of Support: 94% * Ease of Doing Business With: 95% * Likelihood to Recommend: 92% * Product Heading in the Right Direction: 96% "FinQuery continues to deliver what finance teams value most: accuracy, efficiency and confidence in their data. We're also excited to maintain our status as a leader in the market as we are beginning to serve more U.K. customers, many of whom are in the process of adopting the FRS 102 standard for the first time," said Joe Schab, CEO of FinQuery. "In 2026, we are accelerating our investments in innovation and our commitment to fully modernise how organizations manage and report on their financial agreements." FinQuery, which recently announced a majority investment from TA Associates, recently appointed Michael Baldock as executive chairman. Baldock joins FinQuery at a time when the company is scaling its unified subledger platform and expanding internationally. Prior to FinQuery, Baldock served as CFO at Abcam, a publicly listed health sciences company, and held senior roles at Lazard and HSBC. "FinQuery is at an inflection point, and I am committed and enthusiastic to step into the role of Executive Chairman at such a pivotal time," said Baldock. "The recent TA Associates partnership, coupled with the relentless pace of product innovation and these outstanding customer satisfaction scores, demonstrates a clear, accelerating path for the company. We will continue to invest aggressively to deliver the most trusted and efficient accounting solutions for the controllership." With the U.K. and Ireland compliance deadline for FRS 102 approaching, FinQuery is strengthening its commitment to the market and its growing customer base. To ensure success with local regulatory requirements, FinQuery is investing in the product and market through: * Establishing a U.K. Customer Advisory Board focused on local support and service, particularly in understanding the new FRS 102 lease accounting standard. * Actively hiring for multiple channel and sales roles to expand regional support. * Attending key 2026 tradeshows, including FAB UK, Accountex London, and Accountex Manchester, to connect with partners and customers. Through 2025, FinQuery introduced enhancements across its platform, and its AI and workflow automation capabilities. These updates support FinQuery's broader vision to unify leases, contracts, and fixed assets into an AI-enabled subledger that improves accuracy, speeds audits, and simplifies compliance. * FRS 102 lease accounting functionality ahead of the U.K. and Ireland compliance deadline. * FX rate integration and UI performance improvements for its expanding global customer base. * AI-assisted workflows for contract and source document entry automating contract abstraction, classification, and matching to existing records. * Email document ingestion driving ease of use around document collection and entry. About FinQuery FinQuery, formerly LeaseQuery, is a dedicated subledger that simplifies lease accounting compliance (ASC 842, IFRS 16, GASB 87 & 96, SFFAS 54, and FRS 102) and automates prepaid and accrual accounting. Built by accountants for accountants, its AI-enabled, CPA-approved SaaS platform empowers 40,000+ professionals by abstracting source documents like leases, contracts, and invoices into a complete system of record. FinQuery integrates with and complements your ERP, simplifying complex accounting, accelerating month-end close, streamlining the audit, and enhancing internal controls. Learn more at FinQuery.com.

Kizhakedath Media Services
Oct 6th, 2025
M&A deals: M-One Capital, BenefitFlow, TA Associates, FinQuery, Cathay Capital, Powell Software - InfotechLead

The latest M&A deals include announcements on M-One Capital, BenefitFlow, TA Associates, FinQuery, Cathay Capital, Powell Software

StreetInsider
Oct 2nd, 2025
FinQuery Gains Major Investment from TA

FinQuery announced a majority growth investment from TA Associates to scale its AI-powered accounting automation platform. This partnership aims to enhance FinQuery's capabilities in compliance, control, and efficiency for Controllers and CFOs. The investment will support product innovation and strategic growth, including potential acquisitions. Financial terms were not disclosed. FinQuery's leadership will co-invest alongside TA, reinforcing their commitment to the company's growth.