Sales Development Representative

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

The Sales Development team at SmartAsset plays a critical role in supporting our nationwide group of 50+ Account Executives and Sales Managers. As a Sales Development Representative at SmartAsset, you will serve as the "tip of the spear" for our sales organization. You will be responsible for identifying and creating new qualified sales opportunities for our Account Executives.

This is not a "smile and dial" telemarketing role. We are looking for a strategic hunter who can understand complex financial advisory pain points and how our solution solves for those and supports growth. 

• →Inbound Response: Rapidly follow up with inbound leads driven by our marketing team (demo requests, whitepaper downloads) to qualify their interest and fit.
• →Discovery: Conduct high-level discovery calls to assess budget, authority, need, and timeline before handing off to an Account Executive.
• →Objection Handling: Professionally navigate objections related to budget, timing, and perceived value.

• CRM Hygiene: Maintain rigorous records of all interactions, notes, and lead statuses in our Salesforce CRM
• Meeting Coordination: Schedule seamless pitch appointments for the Account Executive team.
• Collaboration: Distinct feedback loops with AEs and Marketing to refine messaging and target personas.

• Experience: 6-12+ months of experience in sales, business development, role (SaaS experience preferred).
• Communication: Exceptional written and verbal communication skills. You must feel comfortable speaking with high-level financial executives.
• Resilience: A "hunter" mentality with the ability to handle rejection and maintain high activity levels.
• Tech-Savvy: Ability to learn complex software and sales tech quickly
• Strong collaboration: particularly in working with Account Executives and cross-functional teams to drive business outcomes.

• Financial Literacy: A degree in Finance/Economics, previous experience working in Fintech and understanding financial advisory terminology is a massive plus. 

• CRM: Salesforce 
• Engagement: We use RingDNA, but experience with Outreach, Salesloft, or Apollo are helpful
• Data/Intel: LinkedIn, Fintrix, Google
• Calling: RingDNA, but other dialer tool experience is helpful 

• Activity: 150+ dials a day, or 200+ Activity points per day (inclusive of talk time)
• Results: 22+ "Sales Qualified Leads" (SQLs) or meetings booked per month.
• Quality of Meetings: KPI’s for Conversion rate from Meeting Booked to Closed Opportunity.

• Prolonged periods of sitting at a desk and working on a computer 
• Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)