Remote Enterprise SDR | High-Impact SaaS Pipeline Builder

Wealthbox; USA; Remote; USD 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

Competitive compensation

Health plan

401k

Paid time off

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Outbound prospecting

CRM proficiency

Communication skills

Relationship building

Industry knowledge

Tools

Salesforce

HubSpot

Wealthbox

Jobbeschreibung

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.