Sales Development Representative

You will generate and qualify pipeline through outbound calls, email, LinkedIn, and inbound-lead follow-up. You will research target financial-services accounts, run and test multi-touch sequences, collaborate on campaigns and event follow-up, maintain accurate CRM data, and achieve activity, meeting, and qualified-pipeline targets.

Responsibilities

• Generate qualified pipeline through outbound calls, email, and LinkedIn
• Manage and qualify inbound leads and convert interest into booked meetings
• Research and prioritize target accounts across investment banking, private equity, and investment management
• Execute and test multi-touch outbound sequences
• Partner with Marketing on campaigns and event follow-up
• Maintain accurate CRM records, dispositions, and handoff notes
• Meet activity, meeting, and qualified-pipeline targets

Requirements

• BA/BS degree
• 0 to 2 years of professional experience
• Written and verbal communication skills
• Curiosity about AI, technology, and finance
• Sales, recruiting, or other outbound-heavy experience is a plus
• Familiarity with CRM, sequencing, and data-enrichment tools is a plus