Business Development Representative

Summary

Join Wealth.com, the leading estate planning platform, and become a key player in our sales team. Collaborate with Sales, Marketing, and Product teams to execute outbound campaigns and consistently meet individual targets for pipeline generation, conversion rates, and appointments. You will collaborate on reporting and analysis, manage target accounts, and drive demand generation. Leverage CRM tools and value-selling methodologies to track opportunities and generate qualified meetings. Maintain high daily activity levels, utilizing advanced prospecting tools to uncover new opportunities and build prospect trust. Demonstrate a clear understanding of sales processes and product value propositions. This role requires a Bachelor's degree or equivalent experience and a proven track record of exceeding sales quotas.

Requirements

• Bachelor's Degree or relevant years of experience
• 3 years of experience working as a SaaS sales development representative looking to progress their career
• Solid understanding of Salesforce, Outreach.io , Zoominfo & LinkedIn Sales Navigator
• Strong history of achieving and exceeding quota
• Experience working both inbound and outbound channels
• Proficiency in cold calling, email personalization and social selling
• Passion for team collaboration, coaching and seeing others succeed

Responsibilities

• Collaborate with Sales, Marketing & Product teams to execute campaigns strategies for outbound reach
• Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, appointments set, demos, or follow-up calls assigned to quota carrying Account Executive
• Collaborate with Account Executives and other stakeholders on reporting and analysis
• Chart and Deliver timely and accurate forecasting and pipeline management
• Ensure CRM tools and Wealth’s value-selling methodologies are leveraged to process and track opportunities
• Generate qualified meetings & sales pipeline within Strategic and Targeted AccountsManage target account lists and drive a comprehensive demand generation plan
• Maintain a high-level of daily activity including calls, live prospect connections, email & LinkedIn touches
• Use advanced prospecting tools such as LinkedIn Sales Navigator, Zoominfo, and other tools to uncover new opportunities and build trust with prospects
• Keep up to date with the technology industry and competitive landscape
• Calling on Marketing campaign respondents and inbound leads
• Demonstrating a clear understanding of sales processes and product and service value propositions

Benefits

• Competitive Medical Plan Options for employees, spouse, family and domestic partners
• Dental and Vision Plan
• 100% company paid STD/LTD and Basic Life Insurance
• 401k with Match and 100% vesting upon hire
• Stock Options
• Holidays and the day off for your Birthday!
• Unlimited PTO
• Remote work
• Paid Parental Leave Policy