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As a member of Guideline's Sales team, you will engage and educate prospective clients to identify sales qualified leads for Account Executives. You will facilitate lead handoffs between the sales development team and our account executives. You will report to a Sales Manager. Your success will be determined by maximizing Lead Velocity and by qualifying as many leads as possible in a responsible manner.
The ultimate goal is to expand our retirement platform's reach by presenting Guideline's solutions to small business owners and large companies alike. Ways you will support this mission include:
Technology is the backbone of what we do. It allows us to automate many 401(k) administrative tasks, integrate with leading payroll providers, and build affordable retirement plans for the smallest businesses.
But our platform is powered by people—engineers, account managers, data analysts, retirement consultants, and many more. Together, we're creating a retirement platform that puts people first and empowers small business owners, their employees and the self-employed to not just retire, but arrive at a secure retirement.
In just a few years of operations, we've grown to 30,000 clients and over $6 billion in assets under management—and have raised $344M with top-tier investors.
Offer Package
Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
#LI-Remote
Full Time
Business Services
11/09/2022
12/17/2022
guideline.com
SAN MATEO, CA
200 - 500
2015
JASON WILLIAMS
$10M - $50M
Business Services
The job skills required for Sales Development Representative include Written Communication, Building Relationships, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Sales Development Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Sales Development Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Sales Development Representative positions, which can be used as a reference in future career path planning. As a Sales Development Representative, it can be promoted into senior positions as a Retail Third Keyholder that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales Development Representative. You can explore the career advancement for a Sales Development Representative below and select your interested title to get hiring information.
If you are interested in becoming a Sales Development Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Sales Development Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Sales Development Representative job description and responsibilities
Sales development representatives need to conduct research for prospective clients and qualify the leads before handing them to the sales team.
02/26/2022: Gulfport, MS
The Sales qualified leads are then passed to the AR or the AE who then close the sales deals.
12/20/2021: Springfield, MA
Sales departments with lots of leads often hire multiple sales development reps to expedite the typical sales cycle.
02/05/2022: Akron, OH
Sales development reps must also be able to stay organized and manage their time.
12/22/2021: El Paso, TX
Sales development representatives seek sales leads through marketing on social media, email, and phone calls.
01/20/2022: Huntington, WV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Sales Development Representative jobs
The representative might set a schedule for calling each customer at a later date and note whether the customer seemed receptive to new products or services.
02/17/2022: Pittsfield, MA
Sales development representatives need to be highly organized.
01/17/2022: Binghamton, NY
The SDR tries to qualify the lead based on pre-determined criteria and move that lead down the sales funnel.
01/24/2022: Galveston, TX
Understanding of the sales process, services, and products.
02/28/2022: Pensacola, FL
To attend and fully prepare for monthly reviews, providing sales forecasts and presentations as required.
03/02/2022: New Bedford, MA
Step 3: View the best colleges and universities for Sales Development Representative.