Sales Development Representative

Vantage Ridge Partners; San Jose (CA); On-site; USD 80,000 - 118,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) or pension plan

Tuition reimbursement

Professional development opportunities

Paid time off

Flexible work arrangements

Employee discounts

Job summary

Vantage Ridge Partners in San Jose, CA seeks a Sales Development Representative for a full-time role with a salary range of $80,000 to $117,729 per year. You will identify and qualify potential clients, support the sales team, and help drive growth across the firm’s advisory services.

The position requires 2+ years in sales development, a Bachelor's degree in a related field, and strong communication/negotiation skills.

Qualifications

• Bachelor's degree in Business, Marketing, or related field.
• Minimum 2 years of experience in sales development or related field.
• Proven track record of meeting and exceeding sales targets.
• Strong communication and negotiation skills.
• Knowledge of the financial services industry.

Responsibilities

• Prospect and qualify potential clients through outbound and inbound sales efforts.
• Assist the sales team in meeting and exceeding quarterly sales targets.
• Maintain and update the sales database with accurate and up-to-date information.
• Collaborate with marketing and other departments to align sales efforts with company goals.
• Provide regular sales reports and forecasts to the sales management team.
• Attend industry events and conferences to network and build relationships with potential clients.
• Educate potential clients about our investment management and advisory services.

Skills

Strong communication

Negotiation skills

Team collaboration

Independence

CRM software proficiency

Education

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

Tools

CRM software

Sales tools

Job description

Vantage Ridge Partners, a financial services firm in San Jose, CA, seeks a Sales Development Representative for full-time employment. The role offers a salary range of $80,000 to $117,729 and is valid until November 22, 2026.

As a Sales Development Representative, you will identify and qualify potential clients, assist the sales team in achieving targets, and contribute to the firm's sales efforts. Your tasks will involve prospecting, scheduling meetings, and preparing sales presentations.

You will work in a team environment at our office in San Jose, CA. The workplace is professional and collaborative, with opportunities for growth and development. You will collaborate with sales, marketing, and other departments to achieve common goals.

The salary range for this role is between $80,000 and $117,729 per year, providing a competitive compensation package. Benefits include comprehensive health insurance coverage, which may encompass medical, dental, and vision plans, as well as wellness programs. Retirement plans, such as a 401(k) or pension scheme, are also offered to help employees save for their future. Professional development opportunities are available to support career growth, which may include tuition reimbursement, training programs, and access to industry conferences and workshops. Additional benefits, such as paid time off, flexible work arrangements, and employee discounts, may be available upon request, depending on the specific requirements of the role and the company's policies.

To be successful in this role, you should have a bachelor's degree in a related field, 2-3 years of experience in sales or a related field, strong communication and negotiation skills, and a proven track record of meeting and exceeding sales targets.

• Prospect and qualify potential clients through outbound and inbound sales efforts.
• Assist the sales team in meeting and exceeding quarterly sales targets.
• Maintain and update the sales database with accurate and up-to-date information.
• Collaborate with marketing and other departments to align sales efforts with company goals.
• Provide regular sales reports and forecasts to the sales management team.
• Attend industry events and conferences to network and build relationships with potential clients.
• Educate potential clients about our investment management and advisory services.
• Bachelor's degree in Business, Marketing, or a related field.
• Minimum of 2 years of experience in sales development or a related field.
• Proven track record of meeting and exceeding sales targets.
• Strong understanding of the financial services industry.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in using CRM software and other sales tools.
• Knowledge of sales techniques and best practices.