Business Development Representative - West Coast
- Role
- Sales
- Experience
- Mid
- Employment
- Full-time
- Company size
- Startup
Open to US only. Set where you work from to check your eligibility.
No BS summary
Motivated Business Development Representative with 3+ years of SaaS sales development experience. Must have a client-first mentality and a strong history of exceeding targets. Proficiency in Salesforce, Outreach.io, Zoominfo, cold calling, email personalization, and social selling is required.
Core skills
Required skills
ABOUT US:
Wealth. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth. Wealth.
POSITION OVERVIEW:
We are seeking a motivated and inclusive Business Development Representative to join our team. In this role, you will focus on managing high-volume of both inbound leads and outbound business development, ensuring a client-first approach. Your efforts will directly contribute to our growth and success in the wealth management sector.
KEY RESPONSIBILITIES:
- Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads.
- Regularly perform against individual monthly and/or quarterly targets: pipeline creation, conversion rates, appointments set, and follow-up calls assigned to quota-carrying sales team.
- Collaborate with Sales and other stakeholders on reporting and analysis.
- Ensure CRM tools and value-selling methodologies are leveraged to process and track opportunities.
- Generate qualified meetings and sales pipeline within strategic and targeted accounts.
- Manage target account lists and drive a comprehensive demand generation plan.
- Maintain a high level of daily activity, including calls, email, and LinkedIn outreach.
- Use advanced prospecting tools such as LinkedIn, Zoominfo, and other tools to uncover new opportunities and build trust with prospects.
- Keep up to date with the financial technology industry and competitive landscape.
- Demonstrate a clear understanding of sales processes and product and service value propositions.
- Prioritize client needs and ensure a positive experience throughout the sales process.
QUALIFICATIONS:
- Bachelor’s degree or equivalent relevant work experience required.
- 3 years of experience working as a SaaS business or sales development representative looking to progress their career.
- Solid understanding of Salesforce, Outreach.io, and Zoominfo.
- Strong history of achieving and exceeding targets.
- Experience working both inbound and outbound channels.
- Proficiency in cold calling, email personalization, and social selling.
- Passion for team collaboration and helping others succeed.A client-first mentality with a focus on delivering exceptional service.
BENEFITS & PERKS
- Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
- 100% Paid Parental Leave upon eligibility
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
- Free estate planning for life!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
What you'll do
- Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads.
- Regularly perform against individual monthly and/or quarterly targets: pipeline creation, conversion rates, appointments set, and follow-up calls assigned to quota-carrying sales team.
- Collaborate with Sales and other stakeholders on reporting and analysis.
- Ensure CRM tools and value-selling methodologies are leveraged to process and track opportunities.
- Generate qualified meetings and sales pipeline within strategic and targeted accounts.
- Manage target account lists and drive a comprehensive demand generation plan.
- Maintain a high level of daily activity, including calls, email, and LinkedIn outreach.
- Use advanced prospecting tools such as LinkedIn, Zoominfo, and other tools to uncover new opportunities and build trust with prospects.
- Keep up to date with the financial technology industry and competitive landscape.
- Demonstrate a clear understanding of sales processes and product and service value propositions.
- Prioritize client needs and ensure a positive experience throughout the sales process.
What they require
- Bachelor’s degree or equivalent relevant work experience required.
- 3 years of experience working as a SaaS business or sales development representative looking to progress their career.
- Solid understanding of Salesforce, Outreach.io, and Zoominfo.
- Strong history of achieving and exceeding targets.
- Experience working both inbound and outbound channels.
- Proficiency in cold calling, email personalization, and social selling.
- Passion for team collaboration and helping others succeed.
- A client-first mentality with a focus on delivering exceptional service.
Benefits
- Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
- 100% Paid Parental Leave upon eligibility
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
- Free estate planning for life!
Wealth.com http://wealth.com/ is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com http://wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.