Sales Development Representative (SDR)

About the role

Our client, a provider of risk management and compliance technology for wealth‑management firms, is looking for a Sales Development Representative to generate qualified pipeline for Account Executives. The role is fully remote and operates on U.S. business hours, focusing on high‑volume outbound prospecting.

Key responsibilities

• Execute 1,500+ outbound activities per month across calls, email and LinkedIn, targeting cold and recycled leads.
• Identify and prioritize net‑new prospects that match the ideal customer profile.
• Qualify prospects by confirming firm type, AUM, decision‑maker access and pain points.
• Book 15+ qualified meetings per month and maintain an 80%+ show rate through confirmations and follow‑ups.
• Re‑engage dormant pipeline leads with tailored outreach sequences.
• Log all activity in HubSpot in real time with accurate notes and pipeline updates.
• Prepare detailed handoff notes for Account Executives and monitor SAL conversion rates.
• Provide frontline feedback on messaging, objections and sequence performance to improve playbooks.
• Collaborate with the outbound manager on reporting, call reviews and process optimisation.

Required profile

• 1+ year of outbound sales or SDR experience in a high‑volume environment (75+ touches per day).
• Proven ability to execute 1,500+ monthly activities across calls, email and LinkedIn.
• Strong prospect qualification skills (ICP fit, decision‑maker access, clear pain points).
• Hands‑on experience with CRM tools, preferably HubSpot.
• Proficiency using LinkedIn Sales Navigator and sales engagement tools.
• Excellent written and verbal English communication.
• Ability to work U.S. hours in a remote, asynchronous environment.
• High resilience and consistent performance despite rejection.

Required skills

• HubSpot CRM
• LinkedIn Sales Navigator
• Sales engagement tools