Description
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 processesNurture aging leads and opportunities, returning them to Sales for closureEngage in Account-Based Marketing (ABM) strategies, targeting decision-makers in large enterprise accountsExpand awareness among current users, educate, ask for referrals, and identify new opportunitiesInbound Lead Handling
Follow up on marketing-generated inquiries from digital, webcast, events, or campaigns within specified SLAsAnswer inbound phone calls and qualify leads using standard methodologyMonitor and respond to website chat inquiries, qualifying and routing as appropriateCampaign Execution & Lead Management
Plan call and email activities to generate leads in collaboration with Marketing and SalesCollaborate with Sales for effective territory planning and executionGenerate and qualify leads through cold calling, email, phone campaigns, and social sellingPass qualified leads to Sales for further engagementRegularly review lead pipeline and provide feedback to MarketingOpportunity & Lead Nurturing
Re-engage aging or stagnant leads to bring them back into the sales cycleAlign with Marketing and Sales to accelerate opportunities expected to close in 3-6 monthsStay in touch with long term prospects to keep them engagedCRM & Data Management
Accurately document all campaign and lead management activities in the CRM systemQualifications
Bachelor's degree or equivalent business experienceMinimum 3 years' experience in Demand Generation or Inside SalesExperience in high-volume, phone-centric environmentsFamiliarity with CRM / contact management systemsBackground in high-tech or financial software industries preferredKnowledge of Account-Based Marketing and Social Selling is a strong plusThe 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.