Sales Development Representative

Summary

Join Bainbridge/BC Analytics as a Sales Development Representative (SDR) and play a crucial role in generating new business opportunities in private equity and M&A. Based remotely in the U.S., you will prospect potential clients, qualify leads, and schedule meetings for sales executives. This role demands energy, teamwork, and a drive to succeed in financial services. The compensation package includes a base salary ($50,000-$65,000) plus a performance-based bonus, with an OTE of $70,000-$110,000+. Benefits include health, dental, and vision insurance, wellness services, and retail discounts. Minimal travel may be required.

Requirements

• BA/BS degree in Business, Economics, Finance, Marketing, or a related field
• 2 years minimum proven experience in outbound sales, cold calling, or lead generation in a professional service environment
• Demonstrated business acumen and excellent communication skills with the ability to articulate service offerings and value propositions effectively
• Goal-oriented mindset with a focus on achieving targets and delivering results
• Ability to work independently as well as collaboratively in a team environment
• Familiarity with CRM systems and sales engagement tools
• Professional demeanor with proven ability to serve the C-Suite
• Collaborate and communicate with all levels of the organization to ensure alignment with organizational goals and strategies

Responsibilities

• Conduct extensive outbound sales calls to prospective clients to initiate the M&A deal process
• Qualify leads and set appointments for sales executives through effective communication and active listening
• Create compelling messaging tailored to the needs of different prospect segments
• Collaborate closely with the sales team to develop and execute strategies to achieve sales targets and expand our customer base
• Meet or exceed monthly and quarterly lead generation and appointment setting targets
• Maintain accurate and up-to-date records of prospect interactions in our CRM system
• Track and report on activity and results to ensure continuous improvement and achievement of sales goals
• Continuously improve your knowledge of our products/services, industry trends, and competitive landscape

Preferred Qualifications

• Adept at handling objections and overcoming challenges in a professional manner
• Strong organizational skills with attention to detail
• Ability to adapt quickly to changing priorities and business needs
• Prior experience in a startup or high-growth environment is a plus
• FINRA licensing
• Prior experience in financial services, such as wealth management

Benefits

• Health, dental, and vision insurance
• Wellness services and retail discounts