Sales Development Representative - Financial Services
Core
Prospecting new business opportunities, coordinating meetings with existing clients, and assisting with client review meetings for alternative data products in financial services.
Role type
Sales Development Representative (SDR)
Builds
Alternative data products for buy-side and sell-side financial institutions
Domain
Financial Services / Market Research
Required skills
Outbound outreach (phone, email, social media), CRM management, meeting coordination, pipeline management, Microsoft Office proficiency (PowerPoint, Excel, Word), lead qualification
Preferred skills
Experience in DaaS, SaaS, Market Research, or Information Technology industries
Technologies
CRM systems, Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Responsibilities
Identify and research prospective clients, conduct outbound outreach to generate new business, schedule introductory meetings for senior sales team members, coordinate meetings with existing clients, prepare meeting materials and agendas, maintain accurate sales activity records and reporting
Seniority
Mid-level (1-3 years experience)