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The Role:
- Consult by phone and email with prospective enterprise customers to build pipeline.
- Drive account-based prospecting targeting RIAs, broker-dealers, and wealth firms.
What You'll Do:
- Conduct 60+ outbound calls daily to qualify enterprise prospects.
- Execute strategic outreach plans with Enterprise Account Executives.
What You Bring:
- 2+ years in quota-attaining SDR/BDR role, ideally in FinTech or SaaS.
- Proven outbound prospecting success and CRM familiarity.
Benefits:
- Competitive base plus commission.
- Comprehensive health, 401k, and PTO.
Wealthbox
Wealthbox is the #1 CRM software platform for financial advisors, trusted by tens of thousands of advisors and their teams. We're a fast-growing team building AI-powered software that advisors actually want to use.