Sales Development Representative

Snappy Kraken is a marketing program leader in the financial services industry, dedicated to helping financial advisors grow their businesses through smarter marketing and better engagement. The Sales Development Representative (SDR) will focus on building new pipelines and engaging prospects through outbound outreach, while also responding to inbound interest to create qualified meetings.

Responsibilities:

• Identify and engage financial advisors and enterprise prospects that match our Ideal Customer Profile
• Lead thoughtful outbound outreach across phone, email, and LinkedIn
• Respond quickly to inbound interest and convert it into qualified meetings, while maintaining a strong focus on outbound prospecting
• Build rapport quickly with decision makers and industry professionals
• Qualify opportunities clearly and consistently
• Partner closely with Account Executives to support opportunity progression
• Maintain accurate pipeline activity in HubSpot
• Test messaging approaches and contribute ideas that improve how we prospect
• Support a collaborative team environment focused on shared outcomes

Requirements:

• Demonstrated experience working toward goals and delivering measurable outcomes
• Background in roles such as: Outbound SDR or BDR positions with activity or meeting targets, Retail leadership or high-performing sales environments, Call centre roles with conversion or performance metrics, Customer-facing roles with ownership of results (not just service), Inbound qualification roles with consistent lead progression to opportunities
• Proven ability to create opportunities, manage conversations, and follow through on goals
• Comfortable initiating conversations with professionals and decision-makers
• Personable and confident communication style without being overly pushy
• Strong organizational skills and consistency in execution
• Curiosity about how clients (e.g., financial advisors) grow their businesses
• Resilience and persistence, especially when outreach requires multiple attempts
• Motivation driven by measurable progress and team success
• Ability to work independently while staying connected and collaborative with a team
• Alignment with our core values: Pursue the Vision, Build Meaningful Relationships, Commit to Continuous Improvement, Solve with Purpose, Own Your Outcomes