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Wealthbox - Enterprise Sales Development Representative

Remote - United States$1.0M - $1.0M2d ago

Remote Mid NA Wealth Management Fintech SDR BDR Salesforce HubSpot CRM Management Outreach Lead Qualification Prospecting Enterprise Sales

Requirements

• 2+ years in a quota-attaining SDR or BDR role, preferably within the WealthTech, FinTech, or SaaS space. • Proven success with outbound or account-based prospecting. • Familiarity with CRM technology (Salesforce, HubSpot, or Wealthbox preferred). • Experience working with or selling to wealth management firms (RIAs, broker-dealers, or financial advisors) strongly preferred. • Strong communication and interpersonal skills with ability to build rapport quickly through phone, email, and video. • Excited to work in a high-energy, collaborative, and fast-paced environment. • Positive, motivated, and curious personality with excellent listening and writing skills. • Basic knowledge of cloud service offerings, modern tech stacks, and productivity tools. • A responsible, ethical professional who enjoys showcasing Wealthbox and helping customers succeed. • Experience selling SaaS products is a plus. • Work Schedule • Work Schedule • Weekdays, during business hours (fully remote) • Occasional travel to industry conferences

Responsibilities

• Conduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects. • Develop and execute strategic account-based outreach plans in partnership with Enterprise Account Executives. • Qualify and convert leads into sales opportunities using a consultative and data-driven approach. • Manage and nurture key enterprise accounts at the top of the funnel to ensure consistent pipeline growth. • Identify and suggest improvements to Wealthbox’s sales processes, product positioning, and customer support systems. • Exceed weekly, monthly, and quarterly goals for pipeline generation and meetings scheduled. • Attend conferences and trade shows to represent Wealthbox, drive awareness, and build relationships with financial advisors and firm decision-makers. • Maintain accurate and up-to-date records of outreach activity, lead qualification, and opportunity creation in the CRM system.