Partner closely with experienced Sales Directors and Account Executives to identify, engage, and qualify prospective clients across target market segments
Job Summary
Partner closely with experienced Sales Directors and Account Executives to identify, engage, and qualify prospective clients across target market segments.
Maintain accurate, up-to-date records of all prospect interactions, account data, and pipeline activity within Salesforce CRM.
Develop a working knowledge of CRD's platform capabilities, competitive landscape, and the investment management industry to support credible, informed client conversations.
Matching Summary
Partner closely with experienced Sales Directors and Account Executives to identify, engage, and qualify prospective clients across target market segments.
Salary
$80,000 - $140,000 Annual
Skills & Requirements
Must-have
Cold calling and outbound prospecting
Pipeline management
Targeted outbound outreach
Multi-channel outreach campaigns
CRM data accuracy
Nice-to-have
Financial services experience
Fintech industry knowledge
SaaS sales models familiarity
Investment management workflows
Key Requirements
3+ years of experience in business development/inside sales/SDR/BDR
Proficiency in Microsoft Office Suite
Experience with CRM platforms (preferably Salesforce)