Sales Development Representative (Fintech)

Location: Jacksonville, FL, United States

Salary: $60,000–$70,000 USD annually, plus bonus

Company

SS&C is a financial services and healthcare technology company providing proprietary technology and operational solutions to organizations worldwide.

What you will do

• Convert inbound marketing-qualified leads into sales-qualified opportunities through initial outreach, qualification, and early discovery.
• Capture prospect needs, technical environment, buying intent, and next steps in the CRM.
• Support Sales handoffs and position relevant Wealth solutions during initial conversations.
• Re-engage stale opportunities through targeted campaigns developed with Sales.
• Run outbound prospecting campaigns across email, phone, and LinkedIn to create SDR-sourced opportunities.
• Use Salesforce and the standard sales technology stack to manage activities, contacts, leads, accounts, and opportunities.

Requirements

• 1–3 years of experience in a customer-facing or sales environment, such as inside sales, SDR/BDR, or client services.
• Strong written and verbal communication skills, including comfort speaking with financial services professionals.
• Ability to follow structured outreach and follow-up cadences, handle rejection, and remain persistent.
• Strong attention to detail when managing activity and outcomes in Salesforce or another CRM.
• Ability to work in the Jacksonville, Florida location.

Nice to have

• Exposure to wealth management, registered investment advisers, or asset management.
• Experience with Salesforce, LinkedIn Sales Navigator, sales engagement tools, Highspot, or contact databases.
• Experience with Black Diamond Wealth Solutions or competing products.

Culture & Benefits

• Exposure to industry experts, modern platforms, and large-scale enterprise environments.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunities.
• Potential eligibility for discretionary annual bonuses and equity awards.