The ad says“Proficiency in cold calling, email personalization, and social selling”
The ad says“Proficiency in cold calling, email personalization, and social selling”
The ad says“Experience working both inbound and outbound channels”
The ad says“Solid understanding of Salesforce, Outreach.io, and Zoominfo”
The ad says“Solid understanding of Salesforce, Outreach.io, and Zoominfo”
The ad says“Proficiency in cold calling, email personalization, and social selling”
The ad says“Solid understanding of Salesforce, Outreach.io, and Zoominfo”
In this role, you will focus on managing high-volume of both inbound leads and outbound business development, ensuring a client-first approach
Your efforts will directly contribute to our growth and success in the wealth management sector
Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads
Regularly perform against individual monthly and/or quarterly targets: pipeline creation, conversion rates, appointments set, and follow-up calls assigned to quota-carrying sales team
Collaborate with Sales and other stakeholders on reporting and analysis
Ensure CRM tools and value-selling methodologies are leveraged to process and track opportunities
Generate qualified meetings and sales pipeline within strategic and targeted accounts
Manage target account lists and drive a comprehensive demand generation plan
Maintain a high level of daily activity, including calls, email, and LinkedIn outreach
Use advanced prospecting tools such as LinkedIn, Zoominfo, and other tools to uncover new opportunities and build trust with prospects
Keep up to date with the financial technology industry and competitive landscape
Demonstrate a clear understanding of sales processes and product and service value propositions
Prioritize client needs and ensure a positive experience throughout the sales process
Benefits
Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
Full medical and dental benefits
401k with Match and 100% vesting upon hire
Company equity managed through Carta
Fully remote, flexible work environment (we do however meet together in person several times a year)
Paid parental leave
Preferred experience
We are seeking a motivated and inclusive Business Development Representative to join our team
Passion for team collaboration and helping others succeed.A client-first mentality with a focus on delivering exceptional service
Bachelor’s degree or equivalent relevant work experience required
3 years of experience working as a SaaS business or sales development representative looking to progress their career
Proficiency in cold calling, email personalization, and social selling
Strong history of achieving and exceeding targets
Solid understanding of Salesforce, Outreach.io, and Zoominfo
Experience working both inbound and outbound channels
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know
The ideal Support Associate both enjoys, and has experience in, the customer service space
This may be through face-to-face channels, such as retail, or over the phone, live chats, or emails
You enjoy working with people, both as customers, and within a tight knit team who create experiences our customers tell others about
You are motivated by learnings and new challenges and are looking for a role that can set you on a range of career paths
