Enterprise Sales Development Representative

Wealthbox provides CRM software for financial advisors. The Enterprise Sales Development Representative builds pipeline and generates sales-qualified leads through strategic outbound prospecting, account management, and collaboration with Enterprise Account Executives.

Responsibilities:

• Conduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects
• Develop and execute strategic account-based outreach plans in partnership with Enterprise Account Executives
• 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 growth
• Identify and suggest improvements to Wealthbox’s sales processes, product positioning, and customer support systems
• Exceed weekly, monthly, and quarterly goals for pipeline generation and meetings scheduled
• Attend conferences and trade shows to represent Wealthbox, drive awareness, and build relationships with financial advisors and firm decision-makers
• Maintain accurate and up-to-date records of outreach activity, lead qualification, and opportunity creation in the CRM system

Requirements:

• 2+ years in a quota-attaining SDR or BDR role
• Proven success with outbound or account-based prospecting
• Familiarity with CRM technology
• Strong communication and interpersonal skills with ability to build rapport quickly through phone, email, and video
• Positive, motivated, and curious personality with excellent listening and writing skills
• Basic knowledge of cloud service offerings, modern tech stacks, and productivity tools
• within the WealthTech, FinTech, or SaaS space
• (Salesforce, HubSpot, or Wealthbox preferred)
• Experience working with or selling to wealth management firms (RIAs, broker-dealers, or financial advisors) strongly preferred
• Experience selling SaaS products is a plus