Sales Development Representative

• Generous Personal Time Off (PTO) Benefits
• 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
• Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
• Benefits Eligibility Effective Day One
• 401K with Employer Match
• Tuition Reimbursement After One Year of Service
• Fertility Assistance Program
• Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

is seeking motivated Sales Development Representatives (SDRs) who are eager to contribute to our sales efforts by identifying and connecting with potential clients. Your role will be pivotal in driving our sales pipeline by researching and engaging with financial professionals such as CFOs and accountants. If you thrive in a dynamic environment and have a passion for sales, we want you on our team.

At , this is more than an entry-level SDR role – it’s a launching pad into a high-earning sales career.

Many of our recent SDR openings are the result of internal promotions, as high performers advance quickly through our sales organization. We are committed to developing talent and providing a clear, performance-based path for growth.

• $50,000 base salary
• $74,000 On-Target Earnings (uncapped commission)

• $65,000 base salary
• $102,000 On-Target Earnings (uncapped commission)

• $125,000 base salary
• $250,000 On-Target Earnings (uncapped commission)

Our expedited sales development track is designed for ambitious individuals who want to grow quickly. Promotions are performance-driven, and we actively invest in training, mentorship, and hands‑on development to prepare SDRs for the next step.

If you are competitive, coachable, and motivated by both career progression and earning potential, this role offers a clear path forward.

• Research and identify key contacts within accounts, collaborating with marketing and sales teams to create effective outreach strategies.
• Initiate conversations with financial professionals to understand their needs and challenges, positioning  as a valuable solution.
• Proactively follow up on inbound/outbound leads and strategically prospect new opportunities.
• Engage with prospects through calls and emails, consistently setting up meetings for Account Executives.
• Maintain accurate records of interactions and lead status in Salesforce to ensure smooth handoffs and follow-ups.
• Work closely with cross-functional teams to refine outreach strategies and improve conversion rates.

• A bachelor’s degree or equivalent experience.
• Previous exposure to sales or business development roles, ideally within 6-12 months.
• Familiarity with sales tools like Salesforce, Outreach, and Linked In Sales Navigator is advantageous.
• Strong communication skills, both written and verbal, with the ability to engage and persuade.
• Excellent organizational abilities and a talent for managing time effectively in a fast‑paced environment.
• A driven and goal‑oriented mindset, with a passion for achieving and exceeding targets.
• Willingness to learn, adapt, and contribute to a collaborative team environment.

• Valid driver’s license preferred.

• This job requires no supervisory responsibilities.

• Standard indoor working environment.
• Long periods of time sitting while working at a computer.
• Regular contact with co-workers via online tools or in person.
• Hybrid work allowed.

Equal Opportunity

Employer:

disability/veteran