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Job Title - Sales Development Representative (SDR)
Department - Sales
Location - Chicago, IL - Hybrid
The Company:
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.
YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 7x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.
The Position:
The SDR team, coupled with an award-winning marketing team, is the driving force behind YCharts’ sales success – and we reward handsomely for that success. If you like the fintech/financial services industry, enjoy sales, and are competitive by nature, we really want to talk to you!
What You’ll Be Doing:
Qualifications and Skills:
Compensation:
Why YCharts?
Awards and Accolades:
Perks & Rec:
In-Office Perks:
YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come.
Full Time
$45k-62k (estimate)
04/22/2024
05/11/2024
ycharts.com
CHICAGO, IL
50 - 100
2009
Private
SEAN BROWN
$10M - $50M
Business Services
YCharts is a fintech platform that provides investment research, stock screener and analytics solutions for investors.
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.