• Generate and qualify leads through strategic outbound prospecting and inbound lead follow-up. • Conduct high-volume outreach via phone calls, emails, and social media to potential clients. • Schedule and coordinate introductory meetings or demos for the sales team. • Maintain and update CRM system, ensuring accuracy of customer information and sales activities. • Collaborate with the marketing team to create targeted content strategies for lead nurturing.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking a Sales Development Representative (SDR) who will be responsible for running outbound campaigns to generate meetings for the sales team and help qualify marketing leads. Our ideal candidate is knowledgeable about the financial services industry to help us deepen our targeting in hedge funds, asset managers, family offices, and more. At Consumer Edge, we have built a best-in-class commercial team. We’re seeking to add a Sales Development Representative (SDR) who can effectively identify and qualify potential customers that would benefit from our products and services. SDRs are often the first point of contact with prospective clients, and as such, have the opportunity to communicate our value proposition clearly and efficiently. This requires SDRs to develop a deep understanding of the audiences we serve and expertise in researching leads, starting new relationships, and setting our Business Development Managers up for future success in the sales process. We need people who have a builder’s mentality, who embrace and welcome challenges and thrive in a fast-paced environment. Your main responsibilities: - Refine our process for broad and targeted prospect list generation and outbound sales plays - Run highly effective outbound lead generation campaigns via phone, email, Bloomberg, LinkedIn, etc. - Introduce prospective clients to our company and our product offering - Work closely with Business Development Managers to qualify and progress opportunities - Meet or exceed monthly qualified lead quota Qualifications - 1-4 years’ relevant work experience - Experience at a company that sold research or data products, ideally selling into financial services companies (hedge funds, mutual funds, family offices, etc.) - Exceptional written and oral communication skills - Experience with Salesforce (or other CRM software) and contact databases (ZoomInfo, Outreach, etc.) - A strong drive and desire to succeed Benefits - Competitive salary - Extensive benefits package including 401(k) match - Paid parental leave - Flexible and generous time off - Work from home flexibility - Vibrant work environment conducive to professional growth and innovation Compensation and Benefits The annual base salary for this role is between $65,000 - $90,000 based on experience, with the opportunity for a commission-based bonus, company equity, 401(k) matching, work-from-home flexibility, and subsidized health benefits. Note: Consumer Edge is currently hiring employees who reside in the following states or in Washington, DC: CA, CO, CT, FL, ID, IL, LA, MA, MD, NC, NJ, NY, PA, RI, TN, TX, UT, VA, WA, WI.

• Prospect into target accounts through outbound calls and emails to book qualified Seller meetings • Follow up on cold, warm, and Marketing-sourced leads • Call down licensing renewals to identify renewal timing, risks, and expansion signals • Prepare Sellers with clear context and meeting notes • Own the Sales Accepted Lead (SAL) feedback loop and provide actionable input to Marketing • Identify customer wins, objections, and trends to support case studies and go-to-market collateral • Maintain accurate CRM data to support pipeline and renewals visibility • Represent Agile IT with professionalism, energy, and strong written communication

• Coach and Mentor SDRs through live call reviews, Gong analysis, role plays, and 1:1 sessions—developing skillsets in objection handling, prospecting strategy, and value-based messaging. • Lead with Data: Track, inspect, and report on activity and pipeline metrics (calls, RGAs, demos, opps, conversion rates) to ensure team stays on pace for monthly goals. • Own Results: Ensure the SDR team contributes nearly half of total revenue pipeline through demo and opportunity creation. • Hire and Ramp: Recruit top SDR talent and establish a world-class onboarding and continuous training program. • Align with Revenue Org: Work closely with AEs, AMs, Marketing, and RevOps to ensure smooth handoffs, territory alignment, and account-based strategies. • Build Culture: Foster a team environment of ownership, motivation, learning, and results—instilling TraceAir's values in daily execution.