Job Description
An AI Fintech client is seeking a Sales Development Representative to join their growing team. As an SDR, you’ll be at the forefront of their growth, driving pipeline by booking high-quality meetings with financial advisors and decision-makers across RIAs and broker-dealer networks. This is a purely outbound role where you’ll own the entire top-of-funnel process from sourcing your own leads using tools like Discovery Data, to crafting personalized outreach cadences in Salesloft, to executing cold calls daily to generate new business. You’ll be the first point of contact for prospects, educating them on their cutting-edge AI assistant that’s purpose-built for financial professionals and designed to meet strict compliance standards. You’ll work closely with Account Executives to ensure smooth handoffs for meetings and maintain a high standard of meeting quality. With no rigid territories and evolving metrics, you’ll have the freedom to experiment, iterate, and help sha...