Sales Development Representative
SmartAsset
full-time
Posted on:
Location Type: Remote
Location: Remote • California, Colorado, Connecticut, Maryland, Nevada, New York, Rhode Island, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $80,000 per year
Job Level
Junior
About the role
- Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails.
- Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit.
- Scheduling and transitioning pitch calls for Account Executives.
- Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics.
- Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively.
- Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies.
Requirements
- Experience: 6-12+ months of experience in sales, business development, role (SaaS experience preferred).
- Communication: Exceptional written and verbal communication skills. You must feel comfortable speaking with high-level financial executives.
- Resilience: A "hunter" mentality with the ability to handle rejection and maintain high activity levels.
- Tech-Savvy: Ability to learn complex software and sales tech quickly
- Strong collaboration: particularly in working with Account Executives and cross-functional teams to drive business outcomes.
- Financial Literacy: A degree in Finance/Economics, previous experience working in Fintech and understanding financial advisory terminology is a massive plus.
Benefits
- Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
- Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
- Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
- Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
- Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
- Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salesbusiness developmentoutbound prospectingqualifying leadsdata managementpipeline trackingactivity metricsSaaS experiencefinancial advisory terminology
Soft skills
communicationresiliencecollaborationfeedbackinsight sharingadaptability
Certifications
degree in Financedegree in Economics