What are the responsibilities and job description for the Sales Development Representative position at eMoney Advisor?
The Sales Development Representative extends 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.
This is a remote eligible role.
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
- 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
- Stay in touch with long term prospects to keep them engaged
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.
At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.
At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.
eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
Salary : $51,000 - $65,000