Remote BDR: WealthTech Prospecting (NYC Area)

Abacus

New York (NY)

Hybrid

USD 60,000 - 90,000

Full time

3 hours ago
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Job summary

Abacus is seeking a Business Development Representative to prospect and qualify leads across wealth managers, financial institutions, and family offices. The role is currently remote with a preference for in-person work in the NYC metro area, and offers partial work-from-home options.

You will conduct outbound outreach, nurture inbound inquiries, and schedule discovery meetings and product demonstrations for senior sales and leadership teams, while maintaining CRM records and contributing to

Qualifications

  • Experience in Inside Sales and lead generation is preferred.
  • Strong communication and sales skills to convey value propositions.
  • Experience with fintech or financial services is beneficial.
  • Comfort in metrics-driven environment and CRM analytics.
  • Ability to work independently and with cross-functional teams.

Responsibilities

  • Outbound outreach via email, phone, and social channels.
  • Nurture inbound inquiries and qualify leads.
  • Schedule discovery meetings and product demonstrations for senior sales and leadership teams.
  • Maintain accurate CRM records and contribute to pipeline reporting.
  • Gather market feedback and identify partnership opportunities.
  • Represent Abacus at virtual and in-person events in the NYC metro area.

Skills

Inside Sales
Lead Generation
Communication
Sales Skills
Business Development
CRM Tools
Sales Analytics
Time Management
Cross-functional Collaboration

Education

CRM Platforms

Tools

Salesforce
CRM Platforms

Job description

Abacus is seeking a Business Development Representative to prospect and qualify leads across wealth managers, financial institutions, and family offices. The role is currently remote with a preference for in-person work in the NYC metro area, and offers partial work-from-home options.

You will conduct outbound outreach, nurture inbound inquiries, and schedule discovery meetings and product demonstrations for senior sales and leadership teams, while maintaining CRM records and contributing to

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