Full-Time

Sales Development Representative

SDR

Updated on 9/4/2026

LearnLux

LearnLux

51-200 employees

B2B platform delivering employee financial planning

Compensation Overview

$60k - $70k/yr

Company Does Not Provide H1B Sponsorship

Remote in USA

Remote

Conference travel is required several times per year.

Category
Sales & Account Management (1)
Required Skills
Market Research
Cold Calling
CRM
HubSpot

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Requirements
  • At least 1 year of sales development representative or business development representative experience, ideally in business-to-business software as a service.
  • Experience selling to human resources, benefits, or total rewards buyers within human resources technology or digital health is a strong plus.
  • A proven track record of meeting or exceeding outbound activity and qualified-meeting targets.
  • Excellent written and verbal communication skills, including the ability to craft personalized, compelling outreach.
  • Comfort and confidence with cold calling and multichannel prospecting.
  • Experience with customer relationship management and sales engagement tools such as HubSpot or Apollo.
  • Strong research and organizational skills, with the discipline to manage a high volume of activity.
  • Experience using artificial intelligence tools.
Responsibilities
  • Research target employers and identify the right decision-makers within the ideal customer profile.
  • Build and execute multitouch outreach sequences and continuously test messaging to improve response and conversion rates.
  • Generate qualified pipeline by prospecting into target accounts through cold calls, personalized emails, and LinkedIn outreach, including meeting a daily cold-call minimum.
  • Respond quickly to inbound leads from marketing campaigns, content, and events.
  • Book qualified meetings for Account Executives and ensure smooth handoffs with strong context.
  • Consistently meet or exceed monthly targets for qualified meetings completed.
  • Maintain disciplined customer relationship management hygiene in HubSpot by logging activity in real time and keeping contact and company records accurate.
  • Stay current on the employee benefits and financial wellbeing landscape.
  • Use artificial intelligence tools in day-to-day work.
Desired Qualifications
  • Business-to-business software-as-a-service experience.
  • Experience selling to human resources, benefits, or total rewards buyers within human resources technology or digital health.
  • Passion for improving employees' financial wellbeing.

LearnLux is a workplace financial wellbeing platform that helps employers provide financial education and guidance to their employees. It combines digital tools with access to Certified Financial Planner professionals, offering resources such as financial check-ups, cash flow calculators, and retirement readiness models. The service is sold to employers (B2B) as a benefit they can offer to their workforce, with employees receiving personalized guidance. Unlike some platforms that rely only on digital content, LearnLux blends self-service tools with human advice to address a range of personal finance topics and tailor support to individual needs. The company’s goal is to improve financial literacy and reduce financial stress among employees by helping them understand their options and make informed decisions.

Company Size

51-200

Company Stage

Early VC

Total Funding

$28.8M

Headquarters

Boston, Massachusetts

Founded

2014

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Simplify Jobs

Simplify's Take

What believers are saying

  • LearnLux’s 2026 report says 88% of employees face financial stress, sustaining demand.
  • Sorenson Capital backed LearnLux with $5 million in 2024, signaling investor confidence.
  • Messer’s five-year partnership and 9.7 employee rating support renewals and referenceable customers.

What critics are saying

  • Financial wellness remains crowded; employers can switch to Betterment, SoFi, or ن? no generic better not named.
  • No disclosed new funding after January 2024 leaves LearnLux exposed if enterprise sales slow.
  • Existential risk: if employers cut benefits spend in 2026, LearnLux loses recurring B2B revenue.

What makes LearnLux unique

  • LearnLux combines CFP guidance with digital tools, unlike pure-software workplace wellness vendors.
  • MAXIS GBN partnered with LearnLux in January 2026 for multinational financial wellbeing access.
  • The 2026 Client Advisory Board validates product design against real workforce employer outcomes.

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Benefits

Remote Work Options

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Mental Health Support

Company Equity

Paid Vacation

Paid Sick Leave

Sabbatical Leave

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
GuruKrupa Group
Nov 7th, 2024
LearnLux Financial Wellbeing Named Top 25 Work Tech Vendor

LearnLux, a leader in workplace financial wellbeing, has been named one of the Top 25 Work Tech Vendors in the 2024 Inspiring Workplaces Work Tech Awards.

Sorenson Capital
Jul 23rd, 2024
Sorenson Capital invests $5M in LearnLux, an essential solution in financial wellness for employees - Sorenson Capital

Subscribe to our newsletter to learn more about the happenings at Sorenson Capital Partners.

Sorenson Capital
Jul 23rd, 2024
Sorenson Capital Invests $5M in LearnLux

Sorenson Capital has invested $5M in LearnLux, a financial wellness platform for employees. LearnLux partners with enterprises to provide financial guidance through Certified Financial Planner™ professionals and money management tools. The platform aims to improve employee financial health, productivity, and retention. A survey found that 85% of financially healthy employees are more productive, and employees are 51% more likely to stay with their organization when offered financial wellbeing benefits.

U.S. Securities and Exchange Commission
Feb 14th, 2024
SEC FORM D

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

TE Hub
Jul 3rd, 2023
Want your staff to participate in your financial wellness programme? take a page from this strategy book.

Engagement spiked when Messer partnered with LearnLux to create a comprehensive benefits communication plan and rolled out the digital + human program to meet employees where they are.