Engage with prospective customers via phone, email, and LinkedIn
Qualify inbound and outbound leads and book meetings for the sales team
Learn the product, customer profiles, and value proposition
Maintain accurate activity and notes in CRM tools
Partner with sales and marketing to support pipeline growth What We’re Looking For
Exposure to real-world sales strategy and execution
Commitments
NYC (Hybrid – 3 days/week in office) We’re looking for a motivated, driven Sales Development Representative to join our client's growing team.Ability to work from our NYC office 3 days per week Why This Role
Not Met Priorities
What still needs stronger evidence
Requirements
Prior SDR experience is not required , but sales experience or experience in financial services /a related industry is highly preferred .
Maintain accurate activity and notes in CRM tools
Partner with sales and marketing to support pipeline growth What We’re Looking For
Strong communication and interpersonal skills
Coachable, motivated, and comfortable working toward goals
Highly organized with attention to detail
Ability to work from our NYC office 3 days per week Why This Role
Hands-on training and ongoing mentorship
Clear career growth opportunities within sales
Exposure to real-world sales strategy and execution
Preferred Skills
Prior SDR experience is not required , but sales experience or experience in financial services /a related industry is highly preferred .
Sales experience or financial services / industry experience strongly preferred
Background in customer-facing roles a plus
Hands-on training and ongoing mentorship
NYC (Hybrid – 3 days/week in office) We’re looking for a motivated, driven Sales Development Representative to join our client's growing team. This role is ideal for someone who enjoys building relationships, learning the sales process, and working in a fast-paced, goal-oriented environment. Prior SDR experience is not required , but sales experience or experience in financial services /a related industry is highly preferred . What You’ll Do Engage with prospective customers via phone, email, and LinkedIn Qualify inbound and outbound leads and book meetings for the sales team Learn the product, customer profiles, and value proposition Maintain accurate activity and notes in CRM tools Partner with sales and marketing to support pipeline growth What We’re Looking For Sales experience or financial services / industry experience strongly preferred Background in customer-facing roles a plus Strong communication and interpersonal skills Coachable, motivated, and comfortable working toward goals Highly organized with attention to detail Ability to work from our NYC office 3 days per week Why This Role Hands-on training and ongoing mentorship Clear career growth opportunities within sales Collaborative, supportive team culture Exposure to real-world sales strategy and execution
Vendition
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New York, NY