Execute deep-dive research and data mining on target financial institutions to identify high-value opportunities within assigned territories
Spearhead multi-channel "touch" campaigns and follow up on digital leads (webcasts/eSeminars) to secure qualified appointments
Maintain CRM integrity by managing lead lifecycles, meeting notes, and prospecting data within Salesforce
Partner with Sales to develop precision target lists and synchronize calendars for optimized geographic outreach
Act as a liaison between internal teams to refine lead qualification and improve feedback loops on lead outcomes
Track and report on key business development metrics, linking prospecting activity directly to revenue generation
Facilitate the RFP process and reference gathering while representing the brand at high-impact industry tradeshows and conferences

Bachelor’s degree, preferably in business related discipline
2+ years of experience in sales, business development, lead generation, or other related sales roles
Outbound telephone cold-calling experience preferred, particularly in enterprise and/or midmarket B2B sales environments
Exposure selling/introducing/discussing services with Director or “C” level executives
Ability to open doors via telephone conversations and reach key decision-makers
Knowledge/experience with a 'contact’ database such as Salesforce preferred
Strong writing and interpersonal communication skills: creative, articulate, concise, and persuasive

comprehensive compensation and healthcare packages
401k matching
paid time off
organizational growth potential through our online learning platform with guided career tracks

Sales Development Representative – Financial Institutions

Key skills