Enterprise Sales Development Representative
New
W
WealthboxWealthTech CRM
Location: United States
Workplace: RemoteFull-TimeJunior
Salary not disclosed
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Job Details
- Experience
- 2+ years in a quota-attaining SDR or BDR role
- Required Skills
- SalesforceHubSpotCRM
Requirements
- Have 2+ years in a quota-attaining SDR or BDR role.
- Demonstrate success with outbound or account-based prospecting.
- Be familiar with CRM technology such as Salesforce, HubSpot, or Wealthbox.
- Bring experience working with or selling to wealth management firms, RIAs, broker-dealers, or financial advisors; this is strongly preferred.
- Have basic knowledge of cloud service offerings, modern tech stacks, and productivity tools.
- Be available to work weekdays during business hours.
- Be able to travel occasionally to industry conferences.
Responsibilities
- Conduct 60+ outbound calls per day to present Wealthbox and qualify enterprise prospects.
- Develop account-based outreach plans with Enterprise Account Executives.
- Qualify and convert leads into sales opportunities using a consultative, data-driven approach.
- Manage and nurture enterprise accounts at the top of the funnel to support pipeline growth.
- Identify and suggest improvements to sales processes, product positioning, and customer support systems.
- Meet weekly, monthly, and quarterly pipeline-generation and meeting-scheduling goals.
- Attend conferences and trade shows to represent Wealthbox and build relationships with financial advisors and firm decision-makers.
- Maintain accurate CRM records of outreach, lead qualification, and opportunity creation.
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