SDR Manager

About the Role:

Pitch Book's SMB Market Development team drives growth through opportunity creation for our new business organization. Our market development representatives are the first point of contact for new business opportunities and begin the sales cycle that culminates in new client acquisition.

Pitch Book's Manager, Market Development manages a team of Small Medium Business (SMB) Market Development Representatives. They are responsible for hiring and onboarding new Market Development Professionals, overseeing performance for onboarding reps, supporting ongoing training and development, and addressing day‑to‑day needs. This role builds high performing, value‑based sales development professionals with an emphasis on ongoing professional development.

• Lead, manage and develop a team of onboarding Market Development Representatives to achieve and exceed sales goals
• Maintain a regular cadence of 1:1s with each team member to review and discuss performance, identify improvement opportunities, and support career development
• Set, document, and measure OKRs and goals through monitoring lead flow, daily activities and quality of opportunities created
• Report on weekly and monthly relevant sales metrics in Salesforce and own responsibility for team results
• Onboard, coach, and train Market Development Representatives on effective inbound opportunity creation process
• Facilitate training sessions for the team to develop sales competencies and product knowledge
• Facilitate new team member onboarding and trainings; collaborating with the People Development team as needed to update trainings
• Regularly audit and coach Market Development Representatives' outreach effort for quality and completeness
• Partner with internal stakeholders for communication and implementation of new workflows, trainings, and tools
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

• 2+ years of sales or lead development experience
• 1+ years in a sales manager, team lead, or formal mentor capacity focusing on onboarding and development
• Experience with tools such as Salesforce, Outreach, and Lean Data/Book It
• Strong negotiation skills and proven ability to effectively close leads
• Interest in financial markets or services, particularly private capital markets
• Strong coaching and career development acumen
• Upholds organizational expectations of professionalism for both internal and external interactions
• Self‑motivated, persistent, goal‑oriented attitude and can work effectively as part of a team
• Ability to operate with a strong sense of urgency and deliver results
• Highly curious with a positive attitude
• Superior organization; able to effectively manage a large team
• High emotional intelligence, able to build trust with a diverse group of employees and stakeholders
• Exemplary verbal and written communication skills
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

• Comprehensive health benefits
• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance

• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend
• Robust training programs on industry and soft skills
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program
• Quarterly team building events

• 401k match
• Shared ownership employee stock program
• Monthly transportation stipend

* Please be aware the above Pitch Book benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.