Sales Development Representative

What We Do:

Gridline provides access to top-tier alternative investments, creating an efficient way to gain diversified exposure to non-public assets with lower capital minimums, transparent fees, and greater liquidity.

While the traditional investing process is cumbersome, manual, and inefficient, we are redeveloping the entire system from the ground up, building a technology-first approach that makes it simple to discover, deploy and manage alternative investments.

Just as other platforms have revolutionized the financial industry (payments, lending, trading, etc), we are building the on-ramp for new journeys into alternatives by reducing complexity and putting usability at the core of our platform.

Who We Are:

Our team collectively brings decades of experience across the technology and investing landscape, and are looking to continue our growth alongside people that:

• Make decisions based on data with a focus on delivering long term value.

• Think strategically, and can articulate what they are (and not) trying to accomplish.

• Take calculated risks, are open to possible failure, and continuously make progress.

• Are passionate about what we’re building and seek to constantly learn.

• Operate with a high degree of candor, authenticity, and transparency.

Role Overview:

We are seeking a motivated and results-driven Sales Development Representative (SDR) to join our dynamic sales team. The SDR will be responsible for generating new business opportunities by identifying and engaging with potential clients. The ideal candidate will be a proactive and energetic individual who excels in lead generation and is eager to contribute to our company's growth.

Key Responsibilities:

• Lead Generation: Identify and research potential clients through various channels.

• Outbound Outreach: Conduct outbound calls, emails, and Linked In interactions to qualify leads and set up meetings for the sales team.

• CRM Management: Maintain accurate records of interactions with prospects and update Hub Spot with relevant information.

• Collaboration: Work closely with the sales team to align strategies and provide feedback on lead quality and campaign effectiveness.

• Follow-Up: Follow up on leads and opportunities in a timely manner to ensure consistent communication and progress.

• Reporting: Track and report on key performance metrics, such as lead generation numbers, conversion rates, and campaign success.

Requirements:

• Experience: 1-2 years of experience in SaaS sales or investing sales.

• Skills: Excellent communication and interpersonal skills with a strong ability to engage and influence decision-makers.

• Technology Proficiency: Familiarity with Hub Spot, Salesloft, GSuite, Sales Nav, and Zoom Info.

• Education: Bachelor’s degree in Business, Marketing, or a related field is a plus.

• Attitude: Positive attitude, resilience, and a strong desire to succeed in a start-up environment.

Even if you don’t meet all the qualifications for this position but are passionate about what we’re doing, we encourage you to apply — we’d love to hear from you.

Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law.