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Sales Development Representative

3 weeks ago Flexible / Remote
The purpose of the Sales Development Representative is to extend eMoney Advisor’s market coverage by generating new pipeline through:
  • Executing targeted outbound campaigns via phone, email, and social media
  • Handling and qualifying inbound inquiries and leads
  • Accelerating pipeline and increasing conversion through nurturing of recycled and aged leads
The SDR supports several Sales Executives and will be an active participant in territory and account planning.

Outbound Campaigns

  • Qualify leads from targeted outbound campaigns and hand off to Inside or Field Sales using standard processes
  • Nurture aging leads and opportunities, returning them to Sales for closure
  • Engage in Account-Based Marketing (ABM) strategies, targeting decision-makers in large enterprise accounts
  • Expand awareness among current users, educate, ask for referrals, and identify new opportunities

Inbound Lead Handling

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  • Follow up on marketing-generated inquiries from digital, webcast, events, or campaigns within specified SLAs
  • Answer inbound phone calls and qualify leads using standard methodology
  • Monitor and respond to website chat inquiries, qualifying and routing as appropriate

Campaign Execution & Lead Management

  • Plan call and email activities to generate leads in collaboration with Marketing and Sales
  • Collaborate with Sales for effective territory planning and execution
  • Generate and qualify leads through cold calling, email, phone campaigns, and social selling
  • Pass qualified leads to Sales for further engagement
  • Regularly review lead pipeline and provide feedback to Marketing

Opportunity & Lead Nurturing

  • Re-engage aging or stagnant leads to bring them back into the sales cycle
  • Align with Marketing and Sales to accelerate opportunities expected to close in 3–6 months
  • Execute ongoing nurturing strategies for long-term opportunities

CRM & Data Management

  • Accurately document all campaign and lead management activities in the CRM system

Qualifications

  • Bachelor’s degree or equivalent business experience
  • Minimum 3 years’ experience in Demand Generation or Inside Sales
  • Experience in high-volume, phone-centric environments
  • Familiarity with CRM/contact management systems
  • Background in high-tech or financial software industries preferred
  • Knowledge of Account-Based Marketing and Social Selling is a strong plus

The salary range for this position is $51,000 - $65,000; commensurate salary to be determined based on skills, professional background and expertise.  This position is also eligible, pursuant to applicable eMoney policies, for the eMoney commission program, retirement contributions, health insurance, sick leave, parental leave and paid time off.   

Client-provided location(s): Flexible / Remote
Job ID: oNWRxfwR
Employment Type: OTHER
Posted: 2025-09-24T18:33:36

Perks and Benefits

  • Health and Wellness

    • Parental Benefits

      • Work Flexibility

        • Office Life and Perks

          • Vacation and Time Off

            • Financial and Retirement

              • Professional Development

                • Diversity and Inclusion