Dynamic SDR: Drive Growth in Financial Services

Vantage Ridge Partners; San Jose (CA); On-site; USD 80,000 - 118,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) or pension plan

Tuition reimbursement

Professional development opportunities

Paid time off

Flexible work arrangements

Employee discounts

Job summary

Vantage Ridge Partners in San Jose, CA seeks a Sales Development Representative for a full-time role with a salary range of $80,000 to $117,729 per year. You will identify and qualify potential clients, support the sales team, and help drive growth across the firm’s advisory services.

The position requires 2+ years in sales development, a Bachelor's degree in a related field, and strong communication/negotiation skills.

Qualifications

• Bachelor's degree in Business, Marketing, or related field.
• Minimum 2 years of experience in sales development or related field.
• Proven track record of meeting and exceeding sales targets.
• Strong communication and negotiation skills.
• Knowledge of the financial services industry.

Responsibilities

• Prospect and qualify potential clients through outbound and inbound sales efforts.
• Assist the sales team in meeting and exceeding quarterly sales targets.
• Maintain and update the sales database with accurate and up-to-date information.
• Collaborate with marketing and other departments to align sales efforts with company goals.
• Provide regular sales reports and forecasts to the sales management team.
• Attend industry events and conferences to network and build relationships with potential clients.
• Educate potential clients about our investment management and advisory services.

Skills

Strong communication

Negotiation skills

Team collaboration

Independence

CRM software proficiency

Education

Bachelor's degree in Business, Marketing, or related field

Tools

CRM software

Sales tools

Job description

Vantage Ridge Partners in San Jose, CA seeks a Sales Development Representative for a full-time role with a salary range of $80,000 to $117,729 per year. You will identify and qualify potential clients, support the sales team, and help drive growth across the firm’s advisory services.

The position requires 2+ years in sales development, a Bachelor's degree in a related field, and strong communication/negotiation skills.