Job summary
Job post source
This job is directly from Advisor360°
Job overview
The Sales Development Representative at Advisor360° plays a key role in generating new business by identifying and qualifying prospective enterprise clients, impacting the company's growth in the fintech SaaS space.
Responsibilities and impact
The SDR conducts outbound prospecting, builds a pipeline of qualified opportunities, articulates value propositions, schedules discovery calls, collaborates with Account Executives, provides market feedback, and uses CRM and AI tools to support sales efforts.
Compensation and benefits
The compensation includes competitive base salaries, annual performance-based bonuses, equity sharing, comprehensive health benefits including dental, life, and disability insurance, and an unlimited paid time off program.
Experience and skills
Candidates should have 1-2 years of sales or lead generation experience or a strong interest in B2B tech sales, excellent communication skills, a growth mindset, resilience, proficiency with sales tools and CRMs, and an interest in financial services or SaaS.
Career development
The role offers growth opportunities in a fast-moving technology company with exposure to leadership, product, and marketing teams, fostering professional development and sales career advancement.
Work environment and culture
Advisor360° values diversity, inclusion, collaboration, curiosity, and high performance, promoting an environment where employees bring their authentic selves and learn from each other.
Company information
Advisor360° is a leading fintech SaaS platform serving large independent broker-dealers and RIAs, focused on transforming wealth management through innovative technology and a passionate team.
Team overview
The SDR will join the growing Go-To-Market team, working closely with Account Executives and collaborating across leadership, product, and marketing teams in a highly collaborative environment.
Job location and travel
This is a hybrid role requiring three days per week onsite at the Needham, MA headquarters with some remote work flexibility.
Unique job features
This role offers direct impact on pipeline growth, early exposure to senior leaders, and the use of AI-enabled sales technology in a client-obsessed fintech company.
Company overview
Advisor360° is a leading provider of integrated wealth management software designed to streamline financial advisors' workflows. The company generates revenue through subscription fees for its comprehensive platform, which includes tools for client relationship management, financial planning, and portfolio management. Founded in 2018, Advisor360° has quickly established itself by leveraging cutting-edge technology to enhance advisor-client interactions and improve operational efficiency. The company's innovative solutions have made it a trusted partner for financial advisory firms seeking to optimize their service offerings.
How to land this job
Tailor your resume to highlight experience in sales development, lead generation, and client-facing roles, emphasizing your ability to engage senior executives and decision-makers in enterprise environments.
Showcase your proficiency with CRM tools like HubSpot and your comfort with modern sales technology, including AI-enabled tools, to demonstrate your readiness for Advisor360°'s tech-driven sales process.
Emphasize your communication skills, especially your ability to tailor messaging to different personas and articulate value propositions clearly and compellingly, aligning with client challenges and strategic goals.
Apply through multiple channels such as Advisor360°'s corporate careers page, LinkedIn job postings, and other reputable job boards to maximize your visibility and chances of selection.
Connect with current employees in the Go-To-Market or sales divisions at Advisor360° on LinkedIn, initiating conversations with ice breakers like commenting on recent company growth, expressing enthusiasm for fintech innovation, or asking about their experience working with enterprise clients.
Optimize your resume for ATS by incorporating keywords from the job description such as 'pipeline generation,' 'enterprise sales,' 'CRM,' 'lead qualification,' 'client engagement,' and 'sales development representative' to improve your chances of passing automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications across multiple platforms, identify relevant LinkedIn contacts for networking, and optimize your resume for ATS, allowing you to focus your energy on preparing for interviews and skill development.
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