Sales Development Rep

1 month ago


Remote, Oregon, United States VENTURE Full time

Position Title: Sales Development Representative

Status: FTE

Location: Burlington, VT (Hybrid)

Company Overview

is a smart seamless way to optimize the business of selling alternative investments. Our Software as a Service is licensed by broker-dealers and investment sponsors to manage regulatory compliance, documents, reports, financial intermediaries, and investors -- all in one system of record. We are looking for a customer-focused team player to fulfill a key role in delivering enterprise-level software as a service technology.

Ideal Candidate

is looking for a Sales Development Representative to act as the liaison between our Go-to-Market and Sales teams. Your role will be to seek new business opportunities by contacting and developing relationships with potential customers.

To be successful in this role, you should have previous experience developing leads from marketing campaigns and meeting sales quotas. You will use your communication skills to cultivate strong relationships with potential clients, from first contact until you close the deal. You will also ensure a proper transfer between the Sales process and operations to ensure the best onboarding experience. If you are motivated and results-driven, and enjoy working in a team environment, would like to meet you.

Ultimately, you will boost sales and contribute to our long-term business growth.

Job Summary & Responsibilities

  • Qualify leads from 's digital buyer journey
  • Contacting prospective clients
  • Staying up to date with new services/products and plans
  • Assigning the appropriate services/products to clients
  • Presenting information to clients
  • Participating in sales meetings
  • Maintaining customer info and records
  • Setting up meetings for clients and executives

Candidate Profile

  • Proven work experience as a Business Development Representative
  • B2B SaaS experience HIGHLY preferred
  • Experience within the sales/marketing field
  • Proven record of achieving a specific quota
  • Experience with salesforce software
  • Able to use multiple platforms.
  • Understanding and analyzing the sales metric system
  • Great negotiation skills
  • Able to suggest ideas and give effective presentations.
  • BS degree in Marketing or any related field


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