Account Development Representative (Outbound Sales)

TL;DR

Account Development Representative (Outbound Sales): Generating qualified opportunities and driving early-stage pipeline within Core accounts with an accent on outbound prospecting and discovery calls. Focus on uncovering growth within existing clients, identifying new opportunities, and collaborating with account teams to fuel revenue growth.

Location: Onsite in San Francisco, CA. Must be authorized to work in the United States without the need for visa sponsorship.

Salary: $70,000 base + $32,500 on-target commission ($102,500 OTE).

Company

A leading financial data provider specializing in private capital markets, operated as a Morningstar company.

What you will do

• Drive outbound prospecting and manage inbound leads to create qualified opportunities for AMs and BDRs.
• Conduct discovery calls and thoroughly qualify prospects to ensure strong fit and conversion potential.
• Meet or exceed monthly and quarterly quotas for qualified opportunities and pipeline contribution.
• Collaborate with AMs, BDRs, and CSMs to build pipeline and drive growth within a fixed book of accounts.
• Research territories and use tools like LinkedIn Sales Navigator, Outreach.io, and Highspot to craft tailored messaging.
• Maintain accurate records in Salesforce and use Gong to refine outreach strategies.

Requirements

• Bachelor’s degree or equivalent experience.
• 1+ years of outbound prospecting experience.
• Must be authorized to work in the United States without visa sponsorship now or in the future.
• Excellent verbal and written communication skills with a keen eye for detail.
• Interest in financial markets, particularly private equity and venture capital.
• Ability to operate with a strong sense of urgency and manage a sales pipeline effectively.

Nice to have

• Prior experience with Salesforce or similar CRM software.

Culture & Benefits

• Comprehensive health, emotional, and financial wellness benefits, including 401k match and stock program.
• Generous time off: paid sabbatical after four years, family/paternity leave, and vacation/sick days.
• Professional development: annual educational stipend, CFA exam stipend, and robust training programs.
• Practical perks: monthly transportation stipend and subsidized emergency childcare.
• Strong collaborative culture with quarterly team-building events and employee resource groups.