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WisdomAI

Agentic data insights platform for enterprises

Sales Development Representative

Full-Time
No salary listed
Mid
San Mateo, CA, USA
In PersonFull-time in-office work in San Francisco is required.
Sales & Account ManagementSales Development Representative

About the job

Requirements
  • Strong cold-calling skills and confidence speaking with business professionals.
  • Experience using HubSpot, Salesforce, or another customer relationship management system.
  • Familiarity with sales engagement platforms such as Orum, Amplemarket, Outreach, Apollo, or similar tools.
  • Strong written and verbal communication skills.
  • Excellent organization and time management.
  • Ability to work full-time from the San Francisco office.
  • Ability to conduct discovery conversations, qualify prospects, and schedule meetings for Account Executives.
  • Ability to maintain accurate customer relationship management data and document conversations, next steps, and customer insights.
Responsibilities
  • Execute outbound prospecting with cold calling as the primary pipeline generation channel.
  • Maintain high daily call activity supported by personalized email, LinkedIn, voicemail, and multi-touch outreach.
  • Engage prospective customers through thoughtful conversations that uncover business priorities and create opportunities.
  • Navigate objections, gatekeepers, and complex organizations professionally and persistently.
  • Generate qualified meetings through disciplined execution.
  • Partner with the assigned Account Executive to prioritize target accounts and develop territory plans.
  • Execute strategic account-based outreach.
  • Support marketing campaigns, webinars, executive events, and conference follow-up.
  • Build relationships across target accounts while creating new opportunities.
  • Use Claude, Wisdom.ai, and other artificial intelligence technologies to research companies and industries, understand executive priorities, summarize annual reports and news, build personalized outreach, prepare call plans and discovery questions, and analyze conversations.
  • Conduct discovery conversations that identify business challenges and opportunities.
  • Qualify prospects and schedule meetings for Account Executives.
  • Execute disciplined follow-up across multiple channels.
  • Meet or exceed weekly activity, meeting, and pipeline commitments.
  • Maintain accurate customer relationship management data in HubSpot.
  • Document conversations, next steps, and customer insights.
  • Utilize HubSpot, Orum, Amplemarket, and other modern sales technologies.
  • Execute campaigns with consistency and attention to detail.
  • Participate in coaching, call reviews, role-playing sessions, and sales enablement.
  • Learn Wisdom.ai’s platform, messaging, and competitive positioning.
  • Develop discovery, storytelling, objection-handling, and qualification skills.
  • Continuously improve sales skills through feedback, practice, and experimentation.
Desired Qualifications
  • 1–3 years of Sales Development Representative, Business Development Representative, inside sales, or outbound prospecting experience.
  • Experience using artificial intelligence tools such as Claude or ChatGPT to improve productivity.

About the company

WisdomAI provides an agentic data insights platform for enterprises. It lets professionals ask questions in plain English and get real-time, visual answers without needing dashboards or technical skills. The system analyzes data—turning unstructured sources like Google Cloud BigQuery into clear insights using AI-driven semantic modeling and metric extraction, creating a trusted intelligence layer over messy warehouse data. Unlike traditional BI tools that rely on dashboards, WisdomAI delivers natural language–driven analysis directly into workflows and applications. Its goal is to empower every employee, from sales to operations, to make faster, data-driven decisions by integrating AI-powered analytics as a service into their everyday work. The platform differentiates itself by focusing on agentic, organization-wide accessibility, real-time interpretation of data, and semantic modeling that cleans and harmonizes data across sources.

Company Size

51-200

Company Stage

Series A

Total Funding

$73M

Headquarters

San Mateo, California

Founded

2023

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Simplify's Take

What believers are saying

  • WisdomAI raised $50M on November 12, 2025 from Kleiner Perkins and NVentures.
  • The company reported 40 enterprise customers, then hired its 100th employee by September 2026.
  • WisdomAI launched Analytics Agents and Embedded Agentic Analytics in 2026, expanding product surface fast.

What critics are saying

  • Snowflake Cortex Analyst, Databricks Genie, and ThoughtSpot compress WisdomAI’s differentiation by 2027.
  • Enterprise deployments depend on brittle context modeling; bad metric definitions poison trust and renewals.
  • If OEM analytics becomes a feature, Kleiner Perkins and Nvidia-backed WisdomAI faces commoditization.

What makes WisdomAI unique

  • Soham Mazumdar’s Rubrik team sells trusted answers over messy warehouse data.
  • WisdomAI’s query-generation layer reduces hallucinations by querying data, not inventing answers.
  • Embedded Agentic Analytics ships white-labeled analytics inside Blend, ServiceChannel, and Cloverleaf products.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Unlimited Paid Time Off
  • Hybrid Work Options
  • Company Equity
  • Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

3%

1 year growth

14%

2 year growth

0%
PR Newswire
Oct 19th, 2026
WisdomAI launches Owls, always-on AI analysts that pursue business goals, in beta from November

WisdomAI has launched Owls, always-on AI analysts that work toward business goals set by employees. The San Mateo, California, company announced the product on October 19, 2026. A user assigns a goal, such as cutting customer churn or operating costs. The Owl analyses company data, recommends actions, and tracks progress. With approval, it can update business systems and report results weekly. Employees interact with Owls through Slack or Microsoft Teams. Administrators control which actions are allowed, need approval, or are prohibited, and an auditable history records what each Owl has done. Owls will be available to customers as a beta in early November.

PR Newswire
Jun 10th, 2026
WisdomAI adds three executives as enterprise demand for agentic analytics accelerates

WisdomAI, a leader in AI analytics and business intelligence, has appointed three senior executives as enterprise demand for its agentic analytics platform accelerates. Paul O'Rourke joins as chief revenue officer, Maneesh Joshi as chief business officer, and Christos Mousouris as SVP of customer solutions. The appointments follow recent product launches including Analytics Agents and Embedded Agentic Analytics, which enable AI-powered decision-making across structured and unstructured data. O'Rourke brings nearly 30 years of enterprise software experience from companies including ThoughtSpot and DataRobot. Joshi has helped scale companies involved in over $4.5 billion in exits, whilst Mousouris held executive roles at Alation and Sigma Computing. Founded in 2023, WisdomAI's Agentic Intelligence Platform enables enterprises to deploy governed AI agents for decision-making without centralising data.

PR Newswire
May 27th, 2026
WisdomAI launches embedded agentic analytics platform shipping AI analytics in weeks

WisdomAI has launched Embedded Agentic Analytics, a white-label platform enabling product companies to integrate AI analytics into their applications within weeks. The platform combines conversational business intelligence, AI-powered dashboards and analytics agents as a unified backend. Companies including Blend, ServiceChannel and Cloverleaf Analytics are using the solution to deliver AI analytics without building in-house systems, which typically take years. The platform offers three embedding options: iFrame, React SDK or GraphQL API, with deployment flexibility across single-tenant, multi-tenant and on-premises configurations. WisdomAI's Adaptive Context Engine achieves over 95% accuracy by auto-learning metric definitions and business vocabulary. The platform includes enterprise-grade security features, including SOC 2 Type II, HIPAA and GDPR compliance, with row-level security and JWT-based authentication for multi-tenant deployments.

Yahoo Finance
Mar 7th, 2026
WisdomAI launches federated agentic intelligence platform to automate enterprise decisions

WisdomAI has launched its Federated Agentic Intelligence Platform, introducing the first Model Context Protocol client designed specifically for analytics. The San Mateo-based company's platform enables organisations to deploy AI agents that execute complex workflows across distributed systems without requiring data movement or costly ETL pipelines. The platform addresses what CEO Soham Mazumdar calls the "last mile" problem in enterprise data, where human analysts manually reconcile metrics across spreadsheets, SaaS applications and data warehouses. By combining an analytics-native MCP client with a deterministic execution layer, WisdomAI allows AI agents to reason across live enterprise systems and automate decisions in real time. The company positions itself as the leader in Agentic Analytics, moving beyond passive data monitoring to autonomous enterprise execution.

PR Newswire
Mar 6th, 2026
WisdomAI launches federated agentic intelligence platform with first MCP analytics client

WisdomAI has launched its Federated Agentic Intelligence Platform, combining the first Model Context Protocol analytics client with a deterministic execution layer to automate enterprise decisions across fragmented data systems without data movement. The San Mateo-based startup, founded in 2023, addresses the bottleneck of manual data reconciliation by enabling AI agents to reason across distributed systems in real time. The platform features autonomous agentic workflows operating on structured dataframes, an Adaptive Context Engine that codifies business knowledge, and zero-ETL cross-source federation connecting directly to live SaaS applications and databases. Backed by Kleiner Perkins, Coatue, NVentures, Latitude Capital and Madrona, WisdomAI is already deployed at enterprises including Cisco, Coatue and ConocoPhillips. The platform is now available commercially.