Full-Time

Sales Development Representative Team Lead

Posted on 5/1/2024

Vestwell

Vestwell

201-500 employees

Digital 401(k) recordkeeping and savings solutions

Fintech

Senior

New York, NY, USA

Required Skills
Sales
Communications
Salesforce
Requirements
  • Minimum 4 years of BDR/SDR experience.
  • Proficiency in Salesforce, Salesloft, and/or other similar platforms.
  • Excellent verbal and written communication skills.
  • Highly motivated sales professional with a proven track record of exceeding KPI goals.
Responsibilities
  • Lead the Sales Development Representative (SDR) team responsible for outbound prospecting across various sales channels, encompassing advisor and plan sponsor sales.
  • Drive outbound prospecting of new client opportunities with the SDR team, individually driving activity.
  • Support the team in surpassing KPI performance metrics, including call quotas and the number of meetings scheduled with new clients for internal sales teams.
  • Provide coaching to SDRs in sales techniques and best practices.
  • Spearhead the development of new initiatives, collateral, and resources to facilitate ongoing growth and enhancement of the SDR team.
  • Collaborate with other sales leaders to ensure alignment and optimize the team's impact.
  • Collaborate with Sales Enablement and Sales Strategy teams to identify and access leads for the SDR team.

Vestwell, a digital 401(k) recordkeeper, is an excellent workplace for individuals passionate about empowering small business retirement savings. With a modern API-based platform that offers extensive integrations, configurable solutions, and a commitment to fiduciary oversight, the company stands out in its field for both technology deployment and commitment to compliance. Employees can thrive in a technologically sophisticated environment that prioritizes innovation and effective service delivery in the financial sector.

Company Stage

Series D

Total Funding

$289.9M

Headquarters

New York, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

16%

1 year growth

36%

2 year growth

48%