Sales Development Representative
SS&C Technologies
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Own and manage your personal work queue with discipline, prioritizing the highest-value activities, balancing inbound responsiveness with consistent outbound volume.
- Execute targeted outbound outreach (calls, emails, LinkedIn) to drive net-new conversations and create qualified opportunities for the Sales Team.
- Respond to inbound leads with speed and clarity, ensuring prospects experience value within minutes—not days.
- Monitor and route the inbound phone line, delivering a professional, helpful first impression while quickly assessing fit and next steps.
- Qualify prospects thoroughly by understanding their needs, challenges, and buying readiness, setting up AEs for successful next steps.
- Maintain crisp and accurate notes in CRM, ensuring visibility for Marketing, Sales, and leadership.
- Act as the connective tissue between Marketing and Sales, ensuring campaigns convert into pipeline.
- Continuously sharpen your product and industry knowledge, applying new learnings in real time to improve conversations and qualification quality.
- Collaborate openly with teammates, sharing tactics, wins, and lessons learned to help elevate team performance as a whole.
- Operate with accountability and coachability, embracing feedback and consistently improving outbound strategy, messaging, and execution.
Requirements
- Comfortable speaking to Sr. Level decision makers
- Enthusiasm and interest in pursuing career in Sales
- Able to receive and implement coaching and feedback to apply best practices
- Ability to form relationships with colleagues, prospects and customers through strong interpersonal skills
- Detailed-oriented and has excellent written and verbal communication skills as well strong organizational skills with the ability to handle multiple ongoing projects
- Skilled and active listener who can understand and empathize with customer and prospect needs and respond accordingly
- Experience with Salesforce preferred but not required
- A strong curiosity and passion to learn more about the financial advisory industry
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
interpersonal skillsorganizational skillsactive listeningcommunication skillsdetail-orientedcoachabilityrelationship buildingresponsivenesscollaborationaccountability