Inbound Sales Development Representative

divh2Inbound Sales Development Representative/h2pAs 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, youll 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. Youll confidently educate prospects on the companys 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. Youll work closely with AEs to align on qualification standards and meeting readiness, continuously refining your discovery approach based on feedback, performance insights, and evolving processes within a fast-paced startup environment./p/div