Sales Development Representative
•The WFS Group· 4h
💼 Sales⏰ Full-time🌱 Entry Level💰 $55k-65k🇺🇸 USA
4h ago
Scale Army Careers·about 5 hours ago
This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.
Our client is a rapidly growing startup specializing in AI-driven automation software for the wealth management industry. Focused on improving advisor performance and increasing assets under management (AUM), the company has recently completed a successful seed funding round and is actively scaling its outbound acquisition efforts. With an innovative product and aggressive growth strategy, they are expanding their sales team to accelerate market penetration.
Location
Fully remote | 9 AM - 5 PM PST
Role Overview
The Sales Development Representative (SDR) will serve as the front line of outbound outreach, qualifying leads and scheduling demos with wealth management professionals. This role is responsible for executing cold outreach, positioning the company’s AI automation solution, and delivering high-quality opportunities to the sales team to support revenue growth.
Key Responsibilities
Execute cold calls targeting wealth management professionals at major firms.
Identify and qualify prospects interested in AI agent automation software.
Assess advisor needs related to performance coaching and AUM growth.
Schedule qualified product demonstrations with the sales team.
Clearly communicate the benefits of the AI automation software, including approximately 30% time savings for advisors and AUM improvement capabilities.
Maintain strong product positioning without diving into deep technical explanations.
Maintain accurate and up-to-date lead information in Salesforce CRM.
Ensure proper field updates and strict adherence to data hygiene standards, as performance evaluation depends on CRM accuracy.
Use auto-dialer tools and marketing automation systems to streamline outbound processes.
Participate in training to master CRM and internal sales systems.
Work closely with the sales team to ensure smooth handoff of qualified leads.
Collaborate on optimizing outreach strategies and improving lead qualification processes.
Maintain consistent outreach and follow-up activity to meet and exceed performance targets.
Focus on delivering high-quality, sales-ready leads to drive business development.
Qualifications
2+ years of experience in outbound sales or sales development, preferably in a B2B environment.
Previous experience using Salesforce CRM is required.
Experience with outbound calling and structured lead qualification processes.
Strong verbal and written communication skills.
Ability to manage multiple leads and maintain timely follow-ups.
Organized and capable of working independently in a fast-paced environment.
Self-starter mindset with a proactive, goal-oriented attitude.
Ability to work with minimal supervision while maintaining focus on lead qualification.
Clear and professional communication style, comfortable engaging with international accents.
Interest in the wealth management industry and enthusiasm for driving business growth.
What Success Looks Like
Consistently meeting or exceeding lead qualification and conversion targets.
High-quality demos successfully booked, leading to strong engagement from the sales team.
Positive feedback from the sales team regarding the readiness and quality of qualified leads.
Opportunity
This is an opportunity to join an innovative, seed-funded startup at a pivotal growth stage. The SDR will play a direct role in scaling outbound acquisition efforts, gain exposure to AI-driven technology within the wealth management space, and contribute meaningfully to revenue growth while building a strong foundation for long-term career advancement.
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