Sales Development Representative

Summary

Join Bainbridge, a premier financial services firm, as a Sales Development Representative (SDR) and play a crucial role in our business development team. You will identify and contact prospective clients, cultivate early relationships, and support the deal pipeline. This strategic position demands strong business acumen, intellectual curiosity, and the ability to quickly grasp client needs. You will engage in thoughtful outreach, presenting a credible perspective to senior executives. The ideal candidate is self-directed, resourceful, and thrives in a fast-paced environment. This role offers close involvement in the deal process, exposure to diverse industries, and a strong foundation in origination and business development. The position is remote but requires U.S. based employees who can collaborate across time zones.

Requirements

• BA/BS degree in Business, Economics, Finance, Marketing, or a related field
• FINRA licensing preferred or willing and able to complete initial licensing
• 3 years minimum proven success in outbound sales, business development, or client-facing roles, preferably in a high-touch B2B or financial services environment
• Demonstrated business acumen and excellent communication skills with the ability to articulate service offerings and value propositions effectively
• Proven ability to conduct research, distill insights, and tailor messaging based on company and industry context
• Self-motivated and organized, with the ability to manage multiple priorities and consistent follow through
• Ability to work independently as well as collaboratively in a team environment
• Adept at handling objections and overcoming challenges in a professional manner
• Experience with CRM systems and familiarity with proposal and presentation tools
• Collaborate and communicate with all levels of the organization to ensure alignment with organizational goals and strategies

Responsibilities

• Conduct extensive multi-channel outreach to engage high-potential prospects, facilitating the M&A deal process
• Conduct research on companies, markets, and decision makers to support personalized, strategic outreach efforts
• Lead early-stage conversations with prospects, focusing on investment criteria, strategic priorities, and market positioning
• Collaborate with senior team members to move qualified opportunities through the pipeline and support momentum on active pursuits
• Partner with marketing and business development teams to support campaigns, events, and industry specific initiatives
• Draft and contribute to tailored proposals, pitch materials, and opportunity summaries that reflect the clients’ objectives and our value proposition
• Demonstrate strong team orientation by working well with others, contributing to shared goals, and helping foster a respectful and constructive work environment
• Meet or exceed monthly and quarterly lead generation and appointment setting targets
• Maintain clean and accurate records in CRM systems, tracking interactions, key takeaways, and follow-up actions
• Comfortable working in a fast-paced, deal-driven environment, where precision and follow-through are critical
• Continuously improve your knowledge of our services, industry trends, and competitive landscape

Benefits

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