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Apex Group

Sales Development Advisor

Posted 5 Days Ago
Be an Early Applicant
In-Office
Broadway Junction, New York, NY, USA
45K-70K Annually
Entry level
In-Office
Broadway Junction, New York, NY, USA
45K-70K Annually
Entry level
The Sales Development Advisor will handle sales origination, support sales activities, manage customer accounts, track leads, and ensure effective sales communication and reporting.
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The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Description

We are looking for an organized, efficient sales development specialist to be responsible for sales origination activities and assist the sales department in gaining and keeping new prospective clients. The sales support specialist's responsibilities include tracking sales leads, helping with the coordinating quotes with sales packs, providing customer service, and managing and initiating prospective client lists. The sales support specialist is also responsible for monitoring sales and the performance of the sales team as well as recording sales data which is centrally managed through our CRM systems.

To be a successful sales support specialist, you should have good time management and organizational skills. You should also demonstrate excellent interpersonal, communication, and customer service skills. We are also looking for creative individuals who can look at existing processes and help find new ways to generate sales activity.

Job Specification

  • Follow up with inbound and outbound prospects via phone, email, and LinkedIn to uncover fit, needs, and potential value.
  • Source new sales opportunities through inbound qualification and outbound outreach.
  • Qualify prospects through consultative selling, leveraging BANT criteria to assess need, budget, authority, and timeline.
  • Grow the top of the sales funnel through warm and cold outbound campaigns.
  • Partner closely with Business Development Managers to hand off qualified opportunities and ensure a smooth buyer experience.
  • Research companies, identify new leads, and add prospects to targeted outbound lists.
  • Maintain accurate client and prospect data within Salesforce and other sales tools.
  • Capture insights from conversations to inform sales plays, product updates, and team development.
  • Experiment with new channels, messaging, and automation to increase conversion and efficiency.
  • Work effectively within a mix of structure and ambiguity, executing repeatable processes while continuously improving them.
Skills Required
  • 1–2 years of experience in Sales, SDR, or BDR roles (or strong curiosity and drive if early in career).
  • Strong written and verbal communication skills, with the ability to engage both technical and business audiences.
  • Excellent listening skills and energetic, confident phone presence.
  • High level of comfort with sales prospecting tools, CRM systems (including Salesforce), and marketing workflows.
  • Motivated by learning, experimentation, and continuous performance improvement.
  • Strong organizational skills with the ability to follow up, follow through, and manage multiple outreach activities.
  • Interest in understanding customer business challenges and applying consultative selling approaches.
  • Entrepreneurial mindset with a high sense of urgency and ability to thrive in evolving or undefined processes.
  • Enthusiasm for modern sales technology, AI tools, and next‑generation GTM approaches.

 

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement.

 

Salary ranges from USD $45,000.00 – USD $70,000.00. Compensation within this range is dependent on individual's skills, experience and qualifications.

#LI-JS1

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Top Skills

Crm Systems
Spreadsheets

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