Sales Development Representative

CW; New York (NY); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

401(k) plan

Bonus opportunities

Job summary

A leading real-estate firm in New York is looking for a Sales Development Representative to join their B2B sales team. In this role, you will primarily focus on identifying and qualifying potential customers through outbound sales activities. Your responsibilities include conducting research, generating leads via various outreach methods, scheduling meetings for the sales team, and collaborating with marketing. Ideal candidates will have strong communication skills and a desire to succeed in a fast-paced environment.

Qualifications

• 1-2 years of experience in outbound sales, preferably in a B2B or SaaS environment.
• 1–2 years outbound sales experience in B2B or SaaS.
• Strong communication and time management skills.

Responsibilities

• Conduct research to identify potential customers and key decision-makers.
• Generate and qualify leads through proactive outbound outreach.
• Build and maintain a robust pipeline of qualified leads.
• Schedule and coordinate meetings for the sales team.
• Collaborate with the marketing team on lead-generation strategies.
• Maintain accurate records in CRM system.
• Stay informed about industry trends.

Skills

Strong communication and interpersonal skills

Self-motivated

Ability to thrive in a fast-paced environment

Proficiency with CRM software

Excellent organizational skills

Education

Bachelor's degree in Business, Marketing, or related field

Tools

CRM software

Microsoft Office Suite

Job description

CW Financial Services LLC ("CW") is a premier and unique, full-service real-estate firm providing solutions to institutional clients in the areas of Commercial Real Estate Finance. CW is recognized industry wide for providing the most sophisticated capital markets structuring techniques. RealINSIGHT is a leading provider of innovative SaaS solutions to help businesses optimize operations and drive growth. We are on a mission to revolutionize the commercial real estate finance vertical by providing cutting-edge technology and exceptional customer service.

As a Sales Development Representative, you will be focused on outbound sales to join our B2B sales team. You will play a critical role in driving our sales efforts by identifying and qualifying potential customers, building relationships, and setting up meetings for our sales team through proactive outreach.

Duties/Responsibilities

• Conduct research to identify potential customers and key decision-makers.
• Generate and qualify leads through proactive outbound outreach, including cold calling, email campaigns, social media, and networking.
• Build and maintain a robust pipeline of qualified leads.
• Schedule and coordinate meetings for the sales team with prospective clients.
• Collaborate with the marketing team to develop and execute lead-generation strategies.
• Maintain accurate and up-to-date records in our CRM system.
• Stay informed about industry trends and the competitive landscape.

Required Skills/Abilities

• Strong communication and interpersonal skills.
• Self-motivated with a strong work ethic and a desire to succeed.
• Ability to thrive in a fast-paced, target-driven environment.
• Proficiency with CRM software and Microsoft Office Suite.
• Excellent organizational and time management skills.

Education/Experience

• Bachelor's degree in Business, Marketing, or a related field (preferred but not required).
• 1-2 years of experience in outbound sales, preferably in a B2B or SaaS environment.

The base salary range for this role is provided in accordance with local regulations, but salary represents just one component of the total compensation package. Additional elements such as bonuses, overtime, deferred cash (where applicable), benefits, perks, and company contributions to 401(k) plans-often result in total compensation significantly exceeding the base salary. Compensation is influenced by individual performance, tenure, experience, geographic location, business unit needs, company performance, and market conditions.

CW Financial Services LLC, along with its subsidiaries and affiliates, is an equal opportunity employer. We consider all qualified applicants regardless of race, religion, color, sex, age, national origin, citizenship, disability, genetic information, veteran status, marital status, sexual orientation, gender identity, or any other status protected by applicable law.