Sales Development Representative
Core
Inbound-heavy sales development role focused on qualifying new sign-ups, activating warm leads, and reactivating lapsed accounts for an AI platform serving financial advisers.
Role type
Sales Development Representative (SDR)
Builds
AI-powered workflow platform for financial advice firms
Domain
Financial Services / SaaS
Deliverable
production ML models
Required skills
B2B sales experience, SDR/BDR experience, cold calling, lead qualification, scriptwriting, objection handling, data feedback
Preferred skills
Scale-up outbound experience, AI-native workflow automation, financial advice industry knowledge
Technologies
AI-native workflows, automation tools
Responsibilities
Contact new sign-ups within target window, convert trials and webinar attendees into qualified meetings, reactivate disengaged accounts, route opportunities to Account Executives or self-activation, build and refine sales playbooks, provide feedback on objections and feature requests, attend industry conferences
Seniority
Individual Contributor, early-stage scale-up