Sales Development Representative

SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart financial decisions. As a Sales Development Representative, you will be responsible for identifying and creating new qualified sales opportunities for Account Executives, managing outbound prospecting efforts, and maintaining accurate data in Salesforce.

Responsibilities:

• Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails
• Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit
• Scheduling and transitioning pitch calls for Account Executives
• Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics
• Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively
• Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies
• Targeted Prospecting: Research and execute on lists of target leads of RIA’s (Registered Independent Advisors) using tools like Salesforce, LinkedIn, Google & SEC registration sites
• Multi-Channel Outreach: Execute high-volume but personalized outreach campaigns via email, cold calling, and social selling (LinkedIn). 95% of our appointments come from cold calling
• Value-Based Selling: Quickly identify the prospect’s business growth challenges and clearly communicate the value proposition of our platform to generate interest
• Inbound Response: Rapidly follow up with inbound leads driven by our marketing team (demo requests, whitepaper downloads) to qualify their interest and fit
• Discovery: Conduct high-level discovery calls to assess budget, authority, need, and timeline before handing off to an Account Executive
• Objection Handling: Professionally navigate objections related to budget, timing, and perceived value
• CRM Hygiene: Maintain rigorous records of all interactions, notes, and lead statuses in our Salesforce CRM
• Meeting Coordination: Schedule seamless pitch appointments for the Account Executive team
• Collaboration: Distinct feedback loops with AEs and Marketing to refine messaging and target personas

Requirements:

• 6-12+ months of experience in sales, business development, role (SaaS experience preferred)
• Exceptional written and verbal communication skills
• Ability to handle rejection and maintain high activity levels
• Ability to learn complex software and sales tech quickly
• Strong collaboration, particularly in working with Account Executives and cross-functional teams to drive business outcomes
• A degree in Finance/Economics
• Previous experience working in Fintech
• Understanding financial advisory terminology