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An award-winning financial technology company that helps millions of people make smart financial decisions.
Sales Development Representative
Location
California + 7 moreAll locations: California | Colorado | Connecticut | Nevada | New York | Maryland | Rhode Island | Washington
Posted
72 days ago
Salary
$60K - $80K / year
Seniority
Junior
Job Description
Sales Development Representative
SmartAsset
• Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails. • Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit. • Scheduling and transitioning pitch calls for Account Executives. • Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics. • Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively. • Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies.
Job Requirements
- Experience: 6-12+ months of experience in sales, business development, role (SaaS experience preferred).
- Communication: Exceptional written and verbal communication skills. You must feel comfortable speaking with high-level financial executives.
- Resilience: A "hunter" mentality with the ability to handle rejection and maintain high activity levels.
- Tech-Savvy: Ability to learn complex software and sales tech quickly
- Strong collaboration: particularly in working with Account Executives and cross-functional teams to drive business outcomes.
- Financial Literacy: A degree in Finance/Economics, previous experience working in Fintech and understanding financial advisory terminology is a massive plus.
Benefits
- Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
- Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
- Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
- Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
- Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
- Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
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