Sales Development Representative
Core
Own the top of the funnel for an AI platform serving financial advisers, focusing on converting trials to paying firms through inbound and outbound sales.
Role type
Sales Development Representative (SDR)
Builds
AI-powered financial advice platform for firms
Domain
Financial Services / SaaS
Deliverable
production ML models | product features
Required skills
B2B sales, SDR/BDR experience, cold calling, lead qualification, objection handling, script development, data feedback
Preferred skills
Scale-up outbound experience, AI-native workflow automation, financial advice industry knowledge
Technologies
AI-native workflows, automation tools
Responsibilities
Contact new sign-ups quickly, activate warm leads and trials, reactivate lapsed accounts, qualify and route opportunities to Account Executives, build sales playbooks and scripts, provide feedback on objections and feature requests
Seniority
Individual Contributor