Sales Development Representative

Compensation: $52k-60k base, OTE $95k-140k, Equity*

What we do:

AI-powered CRM built specifically for RIA firms. We automate the workflows advisors waste hours on: client data management, portfolio tracking, cash management, and operational tasks. We integrate with Orion and handle everything from client onboarding to automated cash sweeps.

Your job:

Book qualified demo meetings with RIA firms. You make 80-100 calls per day. You send 30 personalized emails per day. You book 10-15 meetings per month once ramped.

What you'll do:

• Cold call RIA firms from our prospect list (1000 qualified firms)
• Research firms before calling: AUM size, advisor count, current tech stack, CRM pain points
• Navigate gatekeepers to reach decision makers (CFPs, COOs, operations directors)
• Qualify prospects: 5 advisors, need better client management tools, frustrated with current CRM
• Book 30-minute demo meetings for founders to run
• Log all activity in CRM
• Hit daily activity minimums: 80 calls, 30 emails, 5 LinkedIn touches

Requirements:

• 0-3 years SDR or inside sales experience in B2B SaaS (fintech a plus, not required)
• Comfortable making 80-100 cold calls per day
• Coachable and willing to learn financial services industry quickly
• Resilient: can handle rejection and low connect rates without losing motivation
• Self-starter: limited oversight, you own your daily activity and numbers
• Must be in Chicago or willing to relocate

What success looks like:

• Month 1-2 (ramp): 40-60 calls/day, 5-8 meetings booked
• Month 3 : 80-100 calls/day, 10-15 meetings booked
• Month 6 : 100 calls/day, 15-20 meetings booked

Compensation structure:

• Base: $52k-60K (based on experience level: entry to mid-level)
• OTE: $95k-140K (uncapped commission on meetings booked deal closures)
• Commission: Monthly bonuses for meeting quotas percentage of closed deals
• Equity: Potential equity grant for high performers (employee #4 at early-stage fintech startup)

What we provide:

• Prospect list of 1000 qualified RIA firms
• CRM and sales tools
• Email templates (you'll refine them based on what works)
• Comprehensive product training on AI CRM features
• Direct access to founders for questions
• Office space in downtown Chicago (60606)
• Clear path to Account Executive role as company scales

What we don't provide:

• Warm inbound leads
• Marketing-generated pipeline
• Extensive sales management oversight
• Long ramp periods to "figure it out"

Ideal candidate:

Hungry, competitive, wants to break into SaaS sales, willing to grind through high activity to learn the craft, ready to refine skills in early-stage startup environment.

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Relocation assistance

Work Location: In person