Enterprise Sales Development Representative
Wealthbox
Enterprise Sales Development Representative
Wealthbox
CRM platform for financial advisors
Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We're a fast-growing team building the AI-powered software advisors actually want to use, and we're looking for people who want to help.
Wealthbox is seeking an Enterprise Sales Development Representative (Enterprise SDR) to consult by telephone and email with prospective enterprise customers.
As a Wealthbox Enterprise SDR, you will play a key role in building pipeline and generating sales-qualified leads for Wealthbox Enterprise Account Executives. You’ll drive account-based prospecting efforts targeting larger RIAs, broker-dealers, and wealth management firms across the country. This is a strategic, outbound-focused role that combines high activity with thoughtful account management and collaboration across the sales organization.
Conduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects.
Develop and execute strategic account-based outreach plans in partnership with Enterprise Account Executives.
Qualify and convert leads into sales opportunities using a consultative and data-driven approach.
Manage and nurture key enterprise accounts at the top of the funnel to ensure consistent pipeline growth.
Identify and suggest improvements to Wealthbox’s sales processes, product positioning, and customer support systems.
Exceed weekly, monthly, and quarterly goals for pipeline generation and meetings scheduled.
Attend conferences and trade shows to represent Wealthbox, drive awareness, and build relationships with financial advisors and firm decision-makers.
Maintain accurate and up-to-date records of outreach activity, lead qualification, and opportunity creation in the CRM system.
2+ years in a quota-attaining SDR or BDR role, preferably within the WealthTech, FinTech, or SaaS space.
Proven success with outbound or account-based prospecting.
Familiarity with CRM technology (Salesforce, HubSpot, or Wealthbox preferred).
Experience working with or selling to wealth management firms (RIAs, broker-dealers, or financial advisors) strongly preferred.
Strong communication and interpersonal skills with ability to build rapport quickly through phone, email, and video.
Excited to work in a high-energy, collaborative, and fast-paced environment.
Positive, motivated, and curious personality with excellent listening and writing skills.
Basic knowledge of cloud service offerings, modern tech stacks, and productivity tools.
A responsible, ethical professional who enjoys showcasing Wealthbox and helping customers succeed.
Experience selling SaaS products is a plus.
Weekdays, during business hours (fully remote)
Occasional travel to industry conferences
Competitive compensation (base + commission)
Comprehensive health plan coverage
401k plan
Paid time off
Wealthbox is a customer relationship management (CRM) platform tailored for financial advisors. It helps advisors manage client information, tasks, calendars, and workflows in one place, and it connects with other financial software. Users access the platform via a subscription and pay recurring fees for access to features such as task management, calendar integration, workflow automation, and reporting, all while prioritizing data security. The platform supports firms of all sizes and focuses on improving collaboration and productivity among advisory teams. Wealthbox differentiates itself by its specialization for financial services, built-in social collaboration tools, and tight integrations with financial software, aiming to streamline client relationship management and advisory workflows. The goal is to make it easier for financial advisors to manage client relationships, tasks, and workflows efficiently, securely, and collaboratively.
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