Enterprise Sales Development Representative

📋 Description

• Conduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify
• Develop and execute strategic account-based outreach plans in partnership with Enterprise Account
• Qualify and convert leads into sales opportunities using a consultative and data-driven approach.
• Manage and nurture key enterprise accounts at the top of the funnel to ensure consistent pipeline
• Identify and suggest improvements to Wealthbox's sales processes, product positioning, and customer
• Exceed weekly, monthly, and quarterly goals for pipeline generation and meetings scheduled.

🎯 Requirements

• 2+ years in a quota-attaining SDR or BDR role, preferably within the WealthTech, FinTech, or SaaS
• Proven success with outbound or account-based prospecting.
• Familiarity with CRM technology (Salesforce, HubSpot, or Wealthbox preferred).
• Experience working with or selling to wealth management firms (RIAs, broker-dealers, or financial
• Strong communication and interpersonal skills with ability to build rapport quickly through phone
• Excited to work in a high-energy, collaborative, and fast-paced environment.

🎁 Benefits

• Competitive compensation (base + commission)
• Comprehensive health plan coverage
• 401k plan
• Paid time off