Sales Development Representative
Core
Generate qualified opportunities for the sales team through inbound qualification and targeted outbound prospecting to support a fast-growing fintech platform for wealth professionals.
Role type
Sales Development Representative (SDR)
Builds
Top-of-funnel sales pipeline for an AI wealth management platform
Domain
Fintech / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
B2B sales experience, outbound prospecting, phone sales, lead qualification, consultative selling, Salesforce proficiency, high-volume outreach, resilience
Preferred skills
Financial services background, startup experience, FINRA Series 7/63 licenses
Technologies
Salesforce, Google Suite, Slack, Zendesk, LinkedIn
Responsibilities
Qualify inbound leads and route to account owners, execute multi-channel outbound prospecting campaigns, maintain daily outreach cadence, capture prospect feedback, track activities and KPIs in Salesforce
Seniority
Individual Contributor, early-mid career