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Business Development Representative
Wealth.comBusiness Development Representative focused on managing inbound leads and outbound business development. Join wealth.com, a leading AI wealth management firm.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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.
- Solid understanding of Salesforce, Outreach.io, and Zoominfo.
- Strong history of achieving and exceeding targets.
- Experience working both inbound and outbound channels.
- Proficiency in cold calling, email personalization, and social selling.
- Passion for team collaboration and helping others succeed.A client-first mentality with a focus on delivering exceptional service.
Benefits
Comp & perks- Flexible work environment. We do however meet together in person several times a year.
- Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees
- 100% company-paid basic life insurance, short-term and long-term disability insurance
- 100% paid parental leave upon eligibility
- Company equity managed through Carta
- 401k with match and 100% vesting upon hire
- Generous PTO that grows with you — Start with 15 days of vacation your first year, increasing annually up to 20 days, so your time off scales as your career does.
- Flexible, use-it-your-way vacation — Take time off in as little as one-hour increments, we encourage you to take time to relax and recharge each year.
- Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
- Free estate planning!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales developmentpipeline creationconversion ratesdemand generationcold callingemail personalizationsocial sellingvalue-selling methodologiesreporting and analysisclient needs prioritization
Soft Skills
team collaborationclient-first mentalityexceptional servicecommunicationtrust buildingpositive experience focusgoal orientationadaptabilityproblem-solvinginterpersonal skills
Certifications
Bachelor's degree