Sales Development Representative

Alliance Prime; San Jose (CA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Job summary

Alliance Prime in San Jose, CA is seeking a Sales Development Representative to identify and qualify leads, collaborate with the sales team, and drive revenue growth.

This full-time role offers a negotiable salary and a comprehensive benefits package, including health insurance and retirement plans. You will prospect daily, maintain a pipeline, and help transition leads into sales opportunities within a fast-paced, collaborative environment.

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• Proven experience in sales development, business development, or related field.
• Strong understanding of financial services and products.

Responsibilities

• Identify and qualify potential leads through outbound and inbound sales efforts.
• Collaborate with the sales team to drive revenue growth and meet quarterly targets.
• Conduct market research to identify trends and opportunities for our products and services.
• Develop and maintain a pipeline of qualified leads.
• Provide regular updates and reports on sales activities and progress.
• Participate in team meetings and contribute to the development of sales strategies.
• Build and maintain strong relationships with clients and prospects.
• Stay up-to-date with industry trends and best practices in sales and financial services.

Skills

Lead qualification

Prospecting

Team collaboration

Communication

Independent work

Education

Bachelor's degree in Business/Marketing

Tools

Salesforce

HubSpot

Job description

Alliance Prime, a financial services firm, seeks a Sales Development Representative in San Jose, CA, for a full-time position. The role involves identifying and qualifying leads, collaborating with the sales team, and driving revenue growth. The salary is negotiable, and the position is valid until November 23, 2026.

The Sales Development Representative will engage in daily tasks such as prospecting, lead qualification, and maintaining a pipeline of potential clients. You will work closely with the sales team to ensure a smooth transition of leads into sales opportunities. Your efforts will directly contribute to the company's revenue growth.

You will be part of a collaborative and fast-paced team in San Jose, CA, where the workplace culture is designed to foster innovation, teamwork, and personal growth. The environment is dynamic and constantly evolving, requiring you to be adaptable and proactive in your approach to achieve targets. This means you'll need to be ready to embrace change, think critically, and work effectively with your colleagues to drive projects forward. The team is composed of individuals from diverse backgrounds, each bringing unique skills and perspectives to the table, which creates a rich and stimulating work environment. Regular team meetings and brainstorming sessions are encouraged to ensure everyone's ideas are heard and valued. Additionally, there are opportunities for professional development and growth, with access to training programs, workshops, and mentorship opportunities to help you enhance your skills and advance your career. The workplace is also designed to be inclusive and supportive, with a focus on work-life balance and employee well-being. Overall, this is a dynamic and rewarding environment where you can thrive and make a meaningful impact.

The position offers a negotiable salary and a comprehensive benefits package. The exact pay and benefits are subject to negotiation based on experience and qualifications. The package includes health insurance, retirement plans, and other perks.

To excel in this role, you should have a proven track record in sales or a related field. Experience in financial services is a plus. Strong communication and interpersonal skills are essential, along with the ability to work independently and as part of a team. A degree in business, marketing, or a related field is preferred.

Responsibilities:

• Identify and qualify potential leads through outbound and inbound sales efforts
• Collaborate with the sales team to drive revenue growth and meet quarterly targets
• Conduct market research to identify trends and opportunities for our products and services
• Develop and maintain a pipeline of qualified leads
• Provide regular updates and reports on sales activities and progress
• Participate in team meetings and contribute to the development of sales strategies
• Build and maintain strong relationships with clients and prospects
• Stay up-to-date with industry trends and best practices in sales and financial services

Qualifications:

• Bachelor's degree in Business, Marketing, or a related field, or equivalent experience
• Proven experience in sales development, business development, or a related field
• Strong understanding of financial services and products
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proactive and results-driven attitude
• Experience with CRM systems, such as Salesforce or HubSpot, is a plus
• Familiarity with the financial services industry is a plus