Business Development Representative (West Coast)

• In this role, you will focus on managing high-volume of both inbound leads and outbound business development, ensuring a client-first approach
• Your efforts will directly contribute to our growth and success in the wealth management sector
• Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads
• Regularly perform against individual monthly and/or quarterly targets: pipeline creation, conversion rates, appointments set, and follow-up calls assigned to quota-carrying sales team
• Collaborate with Sales and other stakeholders on reporting and analysis
• Ensure CRM tools and value-selling methodologies are leveraged to process and track opportunities
• Generate qualified meetings and sales pipeline within strategic and targeted accounts
• Manage target account lists and drive a comprehensive demand generation plan
• Maintain a high level of daily activity, including calls, email, and LinkedIn outreach
• Use advanced prospecting tools such as LinkedIn, Zoominfo, and other tools to uncover new opportunities and build trust with prospects
• Keep up to date with the financial technology industry and competitive landscape
• Demonstrate a clear understanding of sales processes and product and service value propositions
• Prioritize client needs and ensure a positive experience throughout the sales process

Benefits

• Company equity managed through Carta
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Full medical and dental benefits
• 401k with Match and 100% vesting upon hire
• Fully remote, flexible work environment (we do however meet together in person several times a year)
• Paid parental leave

• We are seeking a motivated and inclusive Business Development Representative to join our team
• Passion for team collaboration and helping others succeed.A client-first mentality with a focus on delivering exceptional service
• Bachelor’s degree or equivalent relevant work experience required
• 3 years of experience working as a SaaS business or sales development representative looking to progress their career
• Proficiency in cold calling, email personalization, and social selling
• Strong history of achieving and exceeding targets
• Solid understanding of Salesforce, Outreach.io, and Zoominfo
• Experience working both inbound and outbound channels
• Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know
• The ideal Support Associate both enjoys, and has experience in, the customer service space
• This may be through face-to-face channels, such as retail, or over the phone, live chats, or emails
• You enjoy working with people, both as customers, and within a tight knit team who create experiences our customers tell others about
• You are motivated by learnings and new challenges and are looking for a role that can set you on a range of career paths