1 день назад
Sales Development Representative (AI)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Development Representative (AI): Converting unconverted marketing leads into qualified meetings for an AI assistant serving financial advisors, with an accent on high-volume calling, AI-assisted prospecting, and CRM accuracy. Focus on re-engaging overlooked prospects, qualifying interest, and improving conversion across the marketing funnel.
Location: Denver, United States; Workplace: Hybrid
Company
builds an AI assistant for financial advisors that automates operational work and helps financial services firms grow.
What you will do
- Work through the full backlog of unconverted marketing leads using a structured, AI-assisted outreach cadence.
- Spend 2–4 hours per day on the phone connecting with financial advisors and wealth management professionals.
- Use AI-assisted LinkedIn prospecting across multiple accounts to engage and re-engage prospects.
- Qualify interest and hand off well-prepared opportunities to Account Executives.
- Maintain accurate CRM records and share prospect feedback with Sales and Marketing.
Requirements
- Comfort with high daily dial volume and AI-powered sales tools such as dialers and LinkedIn automation.
- Persistence, resilience, strong organization, and reliable follow-through across a large prospect volume.
- Ability to qualify leads and maintain accurate CRM data.
- Prior SDR or BDR experience is preferred.
Nice to have
- Familiarity with financial services or wealth management.
Culture & Benefits
- Medical, dental, and vision coverage with substantial employee premium contributions.
- FSA matching up to $500 per year.
- Unlimited PTO, paid sick time, and 11 paid holidays.
- Paid parental leave for birthing and non-birthing parents.
- 401(k) with pre-tax and Roth options, equity grant, and company-provided MacBook.
- Collaborative, low-ego culture with growth opportunities for high performers.
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