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Sales Development Representative

1 month ago


New York, United States Clearnomics Full time

Clearnomics is a leading market insights platform for the financial services industry. Companies in the asset management, wealth management, financial advisory, banking and insurance industries rely on our industry-leading software every day.


We’re a rapidly growing team of industry experts from across financial services. We are backed by top advisors in fintech and count some of the largest financial services enterprises as customers.


As a Sales Development Representative at Clearnomics, you’ll identify and engage leads, generating sales opportunities in the wealth management and financial advisory market segments. You will be the first point of contact for prospects, playing a key and highly-visible role in the growth of our business. This role provides ample opportunity to accelerate your professional growth, and we’re looking for candidates that are driven, dedicated, and thrive in a fast-paced environment.


What you’ll work on:

  • Source new sales opportunities in the financial advisory industry
  • Strategically prospect, develop and qualify leads through calls and emails
  • Own top-of-funnel advisor engagement, driving self-sourced leads for your pipeline
  • Build rapport and uncover the requirements of prospects
  • Educate prospects and help them learn how Clearnomics can enhance their business


We’re looking for candidates with:

  • Passionate about the fast-growing fintech industry, startups, and joining a high-performance sales team
  • Keen listening skills and adaptability
  • Experience with CRM platforms is a plus
  • Excellent written and verbal communication skills
  • Effective at building relationships with prospects
  • Bachelor’s degree or equivalent
  • Knowledge of the financial services industry is a plus


What we offer:

  • Competitive base salary and a commission structure that rewards performance
  • Well-defined career growth plan
  • Eligibility to participate in our comprehensive benefits program including medical and dental coverage
  • Flexible PTO


This is a full-time, in-house, and on-site position in New York City. We are an equal opportunity employer and value diversity.


  • Individual applicants only. U.S. work authorization is required.