Location
San Francisco, CA, United States
Posted
July 01, 2026
Job Description
Job Description
As an Inbound Sales Development Representative, you will serve as the first point of contact for inbound prospects, primarily financial advisors and decision‑makers across RIAs and broker‑dealer organizations. On a daily basis, you’ll manage and prioritize multiple inbound leads, respond promptly to new inquiries, and conduct thoughtful discovery conversations to assess fit, uncover pain points, and understand firm structure, advisor workflows, and existing technology. You’ll confidently educate prospects on the company’s AI assistant designed for compliance‑driven financial environments, while maintaining a professional, consultative communication style. Your role will require strong organization and attention to detail as you document conversations, maintain accurate CRM notes, and ensure high‑quality handoffs to Account Executives. You’ll work closely with AEs to align on qualification standards and meeting readiness, continuously refining your discovery approach ...
As an Inbound Sales Development Representative, you will serve as the first point of contact for inbound prospects, primarily financial advisors and decision‑makers across RIAs and broker‑dealer organizations. On a daily basis, you’ll manage and prioritize multiple inbound leads, respond promptly to new inquiries, and conduct thoughtful discovery conversations to assess fit, uncover pain points, and understand firm structure, advisor workflows, and existing technology. You’ll confidently educate prospects on the company’s AI assistant designed for compliance‑driven financial environments, while maintaining a professional, consultative communication style. Your role will require strong organization and attention to detail as you document conversations, maintain accurate CRM notes, and ensure high‑quality handoffs to Account Executives. You’ll work closely with AEs to align on qualification standards and meeting readiness, continuously refining your discovery approach ...