SaaS Business Development Rep — WealthTech, Flexible Hours

Wealth.com; United States; Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible work environment

Excellent medical, dental, and vision insurance

100% company-paid life insurance

401k with match

Generous PTO including holidays

Job summary

Wealth.com is seeking a motivated Business Development Representative to manage inbound leads and drive business development. This role contributes directly to growth in the wealth management sector. Responsibilities include collaborating with teams to convert leads, managing a high volume of outreach, and leveraging CRM tools.

Candidates should have a Bachelor’s degree, 3 years of relevant experience, and proficiency in sales tools like Salesforce. The position offers flexible working conditions and a comprehensive benefits package including great healthcare options and generous PTO.

Qualifications

• 3 years of experience working as a SaaS business or sales development representative.
• Strong history of achieving and exceeding targets.
• Experience working both inbound and outbound channels.

Responsibilities

• Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting leads.
• Maintain a high level of daily activity, including calls, email, and LinkedIn outreach.
• Generate qualified meetings and sales pipeline within strategic accounts.

Skills

Salesforce

Outreach.io

Zoominfo

Cold calling

Email personalization

Social selling

Education

Bachelor’s degree or equivalent relevant work experience

Job description

Wealth.com is seeking a motivated Business Development Representative to manage inbound leads and drive business development. This role contributes directly to growth in the wealth management sector. Responsibilities include collaborating with teams to convert leads, managing a high volume of outreach, and leveraging CRM tools.

Candidates should have a Bachelor’s degree, 3 years of relevant experience, and proficiency in sales tools like Salesforce. The position offers flexible working conditions and a comprehensive benefits package including great healthcare options and generous PTO.