Sales Development Representative (SDR)

As a Sales Development Representative (SDR), you will be responsible for introducing CWAN to prospects, kicking off and setting the tone for the sales cycle, helping to drive our growth. You will be responsible for creating, identifying and qualifying new sales leads and learning from seasoned, high performing sales executives. Your objective is to educate prospective clients about the value of our product and services, helping to set meetings for key decision makers and our sales and subject matter experts. If you are ambitious, competitive, intelligent and looking to build a successful sales career, then this is the opportunity for you! 

What You’ll Do: 

• Create outreach strategies for new lead generation methods 

• Research targeted personas within the Enterprise sales team’s Institutional Asset Manager Accounts to ensure effective conversations  

• Initiate contact with targeted prospects by sending personalized emails, cold calling and direct mail and social media touch points   

• Achieve or exceed goal for sales qualified leads and sales accepted leads (in both quantity and quality) and ensure proper handoff to Sales to assist in growing the revenue of the company  

• Proactively learn CWAN products and services, competitor products, and industry  

• Offer pertinent resources (white papers, e-books, infographics, relevant blog articles) to prospects in an attempt to foster a relationship and increase education in the early stages of the buying process  

• Create relationships with clients to identify their potential needs and qualify their interests and viability to drive sales 

• Meet with your assigned Sales Reps and establish expectations of your partnership  

 
What You’ll Need: 

• 2+ years of experience in a lead-generating role or sales 

• Bachelor's Degree in a related field  

• Drive to achieve results through ownership, process optimization, and upstanding character 

• A passion for learning 

• High-energy, team-first and problem-solving mentality 

• Track record of prior success and strong work ethic 

• A strong understanding and well-defined reason for being interested in a sales career 

• Ability to engage in meaningful conversations at all levels of management 

• Excellent relationship building skills 

• Knowledge of a CRM or database is an advantage 

• Experience with Microsoft office / Google package 

What we offer: 

• Business casual atmosphere in a flexible working environment  

• Team focused culture that promotes innovation and ownership  

• Access cutting edge investment reporting technology and expertise 

• Defined and undefined career pathways allowing you to grow your own way  

• Competitive medical, dental, vision, and life insurance benefits 

• Maternity and paternity leave  

• Personal Time Off and Volunteer Time Off to give back to the community 

• RSUs as well as employee stock purchase plan and 401k with match   

• Work from anywhere 3 weeks out of the year  

• Work from home Fridays 

The base salary for this position is $55,000- $62,000 + variable + RSUs