Remote SaaS SDR: High-Volume Prospecting & Demos

Wealthbox; États-Unis; À distance; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive compensation (base + com)

Comprehensive health plan

401k plan

Paid time off

Résumé du poste

Wealthbox is seeking a Sales Development Representative (SDR) to consult by telephone and email with prospective customers. You will build and generate a pipeline for Wealthbox Account Executives by making calls, sending emails, and using marketing tools to qualify leads across the country.

As an SDR, you will foster relationships with financial advisors at wealth management firms, qualify opportunities, and help schedule product demos.

Qualifications

• Proficient with CRM systems to track and manage prospect relationships.
• Strong written and verbal communication skills for email and phone outreach.
• Experience in identifying and qualifying SaaS sales opportunities.

Responsabilités

• Conduct high-volume outbound prospecting (80+ calls per day) to present Wealthbox.
• Collaborate with Account Executives to develop prospecting strategies.
• Qualify and convert leads to opportunities and schedule demos.
• Identify product and support improvements based on customer feedback.
• Aim to exceed defined weekly/monthly/quarterly quotas for new pipeline and meetings.

Connaissances

CRM proficiency

Excellent communication

Prospecting

SaaS sales

Email outreach

Active listening

Writing skills

Description du poste

Wealthbox is seeking a Sales Development Representative (SDR) to consult by telephone and email with prospective customers. You will build and generate a pipeline for Wealthbox Account Executives by making calls, sending emails, and using marketing tools to qualify leads across the country.

As an SDR, you will foster relationships with financial advisors at wealth management firms, qualify opportunities, and help schedule product demos.