What are the responsibilities and job description for the Sales Development Representative position at Treeline, Inc.?
Treeline, Inc., an award-winning sales recruiting and executive search agency, offering strategic sales staffing and recruitment services for leading companies in the United States and throughout North America. Dedicated to facilitating the placement of exceptional top sales talent professionals, Treeline stands at the forefront of advancing job careers of professionals in the sales industry!
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Company Profile:
Our client is a high-growth, AI-powered platform at the forefront of automating complex workflow operations for the financial services industry. Joining their team offers a unique opportunity to work directly with leadership to define and build out the top-of-funnel pipeline strategy for the US market in a high-autonomy, remote environment. This is a rare chance to make a tangible impact at a well-capitalized company as they scale their enterprise-grade workflow orchestration solutions into new territories!
- Job DescriptionThe Sales Development Representative will build and manage a robust pipeline of mid-market and enterprise prospects, utilizing targeted outbound prospecting, cold calling, LinkedIn, and email sequencing to book high-quality discovery calls.
- Deeply analyze target accounts within financial services—such as asset managers and fund administrators—to map key stakeholders, identify operational pain points, and craft personalized, high-impact outreach that resonates with C-level decision-makers.
- Drive pipeline efficiency through collaboration and tech: Partner directly with the founder and sales leadership to refine strategy and prospect handoffs, while leveraging advanced AI sales tools to research accounts and automate workflows for maximum efficiency.
Requirements:
- 1-2 years of demonstrated business development success, in a B2B environment, ideally SaaS or Finance.
- Proactive self-starter who builds their own target lists and sequences, exercises autonomy, and thrives in an early-stage, remote environment without the need for micromanagement.
- Clear communication skills capable of engaging C-level stakeholders (CFOs/COOs) on complex operational topics, with a strong interest in financial services and a genuine enthusiasm for leveraging AI and automation tools to drive efficiency.
Location: This is a fully remote position but candidates must be based in the Eastern Time Zone to accommodate working with a European Leadership team. Ideal candidates will be based in New York, NY or Boston, MA.
Job #5727
Base Salary: $60,000 - $65,000
Total Comp: $80,000 - $90,000
Salary : $60,000 - $65,000