Enterprise Sales Development Representative

Wealthbox; États-Unis; À distance; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Health plan

401k

Paid time off

Résumé du poste

Wealthbox is seeking an Enterprise SDR to consult by telephone and email with prospective enterprise customers, building pipeline and generating sales-qualified leads for Wealthbox Enterprise Account Executives. You’ll focus on RIAs, broker-dealers, and wealth management firms nationwide in a strategic outbound role.

This fully remote position requires high activity, collaboration with the sales organization, and a commitment to hitting pipeline and meeting targets while maintaining CRM records.

Qualifications

• 2+ years in a quota-attaining SDR or BDR role in WealthTech/FinTech/SaaS.
• Proven success with outbound or account-based prospecting.
• Familiarity with CRM technology (Salesforce/HubSpot/Wealthbox).
• Experience selling to RIAs, broker-dealers, or financial advisors preferred.
• Strong communication and interpersonal skills with ability to build rapport via phone, email, and video.
• Excited to work in a high-energy, collaborative, and fast-paced environment.
• Positive, motivated, and curious personality with excellent listening and writing skills.

Responsabilités

• Conduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects.
• Develop and execute strategic account-based outreach plans with Enterprise Account Executives.
• Qualify and convert leads into sales opportunities using a consultative and data-driven approach.
• Manage and nurture key enterprise accounts at the top of the funnel to ensure pipeline growth.
• Identify and suggest improvements to Wealthbox’s sales processes, product positioning, and customer support systems.
• Exceed weekly, monthly, and quarterly goals for pipeline generation and meetings scheduled.
• Attend conferences and trade shows to represent Wealthbox and build relationships with financial advisors and firm decision-makers.
• Maintain accurate records of outreach activity, lead qualification, and opportunity creation in the CRM.

Connaissances

Outbound prospecting

CRM proficiency

Communication skills

Relationship building

Industry knowledge

Outils

Salesforce

HubSpot

Wealthbox

Description du poste

About Wealthbox

Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We’re a fast-growing team building the AI-powered software advisors actually want to use, and we’re looking for people who want to help.

The Role

Wealthbox is seeking an Enterprise Sales Development Representative (Enterprise SDR) to consult by telephone and email with prospective enterprise customers.

As a Wealthbox Enterprise SDR, you will play a key role in building pipeline and generating sales-qualified leads for Wealthbox Enterprise Account Executives. You’ll drive account-based prospecting efforts targeting larger RIAs, broker-dealers, and wealth management firms across the country. This is a strategic, outbound-focused role that combines high activity with thoughtful account management and collaboration across the sales organization.

What You’ll Do

• Conduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects.

• Develop and execute strategic account-based outreach plans in partnership with Enterprise Account Executives.

• Qualify and convert leads into sales opportunities using a consultative and data-driven approach.

• Manage and nurture key enterprise accounts at the top of the funnel to ensure consistent pipeline growth.

• Identify and suggest improvements to Wealthbox’s sales processes, product positioning, and customer support systems.

• Exceed weekly, monthly, and quarterly goals for pipeline generation and meetings scheduled.

• Attend conferences and trade shows to represent Wealthbox, drive awareness, and build relationships with financial advisors and firm decision-makers.

• Maintain accurate and up-to-date records of outreach activity, lead qualification, and opportunity creation in the CRM system.

What You Bring

• 2+ years in a quota-attaining SDR or BDR role, preferably within the WealthTech, FinTech, or SaaS space.

• Proven success with outbound or account-based prospecting.

• Familiarity with CRM technology (Salesforce, HubSpot, or Wealthbox preferred).

• Experience working with or selling to wealth management firms (RIAs, broker-dealers, or financial advisors) strongly preferred.

• Strong communication and interpersonal skills with ability to build rapport quickly through phone, email, and video.

• Excited to work in a high-energy, collaborative, and fast-paced environment.

• Positive, motivated, and curious personality with excellent listening and writing skills.

• Basic knowledge of cloud service offerings, modern tech stacks, and productivity tools.

• A responsible, ethical professional who enjoys showcasing Wealthbox and helping customers succeed.

• Experience selling SaaS products is a plus.

Work Schedule

• Weekdays, during business hours (fully remote)

• Occasional travel to industry conferences

Benefits

• Competitive compensation (base + commission)

• Comprehensive health plan coverage

• 401k plan

• Paid time off