Business Development Representative - West Coast

The role

You will manage high-volume inbound leads and outbound business development. You will collaborate with Sales, Marketing, and Product teams to execute strategies and generate qualified meetings.

What you will do

• Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads.
• Perform against monthly and quarterly targets including pipeline creation, conversion rates, and appointments set.
• Collaborate with Sales and other stakeholders on reporting and analysis.
• Leverage CRM tools and value-selling methodologies 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 and Zoominfo to uncover new opportunities.
• 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.

Required qualifications

• Bachelor's degree or equivalent relevant work experience
• 3 years of experience working as a SaaS business or sales development representative
• 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

• Medical, Dental, and Vision insurance options
• 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
• Paid time off for holidays and birthdays
• Free estate planning for life

About the company

Wealth.com is an AI Wealth Management platform that empowers financial advisors to offer estate planning solutions. It is a revenue-generating startup certified as a Great Place to Work for 2024.