Financial Services SDR — Lead Gen & Revenue (Boston)

Willow East; Boston (MA); On-site; USD 52,000 - 76,000; Full time

Job summary

Willow East in Boston, MA, is seeking a Sales Development Representative to identify and qualify leads, conduct outreach, and support the sales team. You will help prepare sales presentations and proposals to drive revenue.

The role requires experience generating leads in financial services, strong CRM skills (Salesforce), and excellent communication abilities. A business or marketing degree is preferred but not required. Office location is in Boston with standard full-time hours.

Qualifications

• Identifying and qualifying potential leads and conducting outreach.
• Proficiency with Salesforce and other CRM software.
• Strong written and verbal communication skills.

Responsibilities

• Identify and qualify potential leads and perform outreach and follow-up.
• Assist in preparing sales presentations and proposals for the sales team.

Skills

Lead generation

CRM proficiency

Written communication

Verbal communication

Sales support

Education

Bachelor's degree in business/marketing or related field

Tools

Salesforce

Job description

Willow East in Boston, MA, is seeking a Sales Development Representative to identify and qualify leads, conduct outreach, and support the sales team. You will help prepare sales presentations and proposals to drive revenue.

The role requires experience generating leads in financial services, strong CRM skills (Salesforce), and excellent communication abilities. A business or marketing degree is preferred but not required. Office location is in Boston with standard full-time hours.