Sales Development Representative - Sales Recruiters

Treeline, Inc., an award‑winning sales recruiting and executive search agency offering strategic sales staffing and recruitment services for leading companies in the United States and throughout North America.

Our client is a high‑growth, AI‑powered platform at the forefront of automating complex workflow operations for the financial services industry. Joining their team offers a unique opportunity to work directly with leadership to define and build out the top‑of‑the‑funnel pipeline strategy for the US market in a high‑autonomy, remote environment. This is a rare chance to make a tangible impact at a well‑capitalized company as they scale their enterprise‑grade workflow orchestration solutions into new territories.

Sales Development Representative

• Build and manage a robust pipeline of mid‑market and enterprise prospects, utilizing targeted outbound prospecting, cold calling, Linked In, and email sequencing to book high‑quality discovery calls.
• Deeply analyze target accounts within financial services—such as asset managers and fund administrators—to map key stakeholders, identify operational pain points, and craft personalized, high‑impact outreach that resonates with C‑level decision‑makers.
• Drive pipeline efficiency through collaboration and technology: partner directly with the founder and sales leadership to refine strategy and prospect handoffs, while leveraging advanced AI sales tools to research accounts and automate workflows for maximum efficiency.

• 1‑2+ years of demonstrated business development success in a B2B environment, ideally SaaS or Finance.
• Proactive self‑starter who builds their own target lists and sequences, exercises autonomy, and thrives in an early‑stage, remote environment without the need for micromanagement.
• Clear communication skills capable of engaging C‑level stakeholders (CFOs/COOs) on complex operational topics, with a strong interest in financial services and a genuine enthusiasm for leveraging AI and automation tools to drive efficiency.

Fully remote position; candidates must be based in the Eastern Time Zone to accommodate working with European leadership. Ideal locations include New York, NY or Boston, MA.

Base Salary: $60,000 – $65,000
Total Compensation: $80,000 – $90,000