Sales Development Representative

Job Description

Job Description

Description:

Summary of Position:

The Account Executive, Small Enterprise Solutions, is responsible for generating qualified pipeline and driving new business opportunities across the RIA, broker-dealer, and enterprise wealth management market. This role operates at the intersection of sales, prospecting, and relationship management, sourcing, engaging, qualifying, and advancing opportunities that fuel Docupace’s new logo growth engine.

You will work closely with Marketing, Sales leadership, and internal subject matter experts to identify target accounts, execute multi-channel outreach, conduct discovery conversations, and progress qualified opportunities through the sales cycle. The ideal candidate is a motivated sales professional with experience in B2B SaaS, financial technology, or wealth management solutions who is interested in developing into a strategic enterprise sales leader within Docupace.

WHAT YOU WILL DO

• Execute disciplined outbound prospecting across a defined target account list using phone, email, LinkedIn, and personalized video
• Qualify inbound marketing leads within defined SLA windows and convert to Sales Qualified Leads (SQLs)
• Conduct initial discovery conversations and run basic product demos to assess fit against Docupace's ICP and qualification criteria before passing to Account Executives
• Maintain a minimum outbound activity standard of 60–80 touches per day across channels
• Log all prospecting activity, contact data, and qualification notes in Salesforce CRM with accuracy and discipline
• Partner with the Marketing team to refine outbound messaging, sequences, and target account prioritization
• Represent Docupace with professionalism and domain credibility in all prospect interactions
• Achieve monthly SQL quota and quarterly pipeline contribution targets

WHAT YOU BRING

• 1–3 years of outbound sales development or business development experience in B2B SaaS
• Strong written and verbal communication skills — able to craft compelling, personalized outreach at volume
• Proficiency with Salesforce CRM and sales engagement platforms (Salesloft, Outreach, or equivalent)
• Self-starter with a competitive orientation and high tolerance for outbound activity
• Organized and metrics-driven — understands the relationship between activity, conversion, and quota
• Coachable and intellectually curious, with a genuine interest in the financial services or wealthtech space

PREFERRED QUALIFICATIONS

• Prior experience prospecting into financial services, wealth management, or compliance technology buyers
• Familiarity with intent data tools (Bombora, 6sense) and prospecting platforms (ZoomInfo, LinkedIn Sales Navigator)
• Track record of consistent SQL quota attainment over multiple quarters
• Self-starter with a competitive orientation and high tolerance for outbound activity
• Exposure to the RIA, broker-dealer, or custodian ecosystem and an understanding of operational workflows

HOW SUCCESS IS MEASURED

• Monthly SQL quota attainment
• Quarterly pipeline contribution
• Outbound activity standards
• CRM data quality

Physical Demands and Working Conditions:

• Sit – Frequent
• Stand- Occasional
• Walk - Frequently
• Lift/Carry 0-20 pounds – Occasional
• Lift/Carry over 0-20 pounds - Occasional
• Kneel/crouch, bend, and /or stoop repeatedly - Occasional

Travel:

• Estimated 5% of the time is required to travel.

Reasonable Accommodations:

Applicants and employees who require reasonable accommodation to complete the duties and responsibilities described above should notify Human Resources.

Disclaimer:

The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. Additionally, this document is not an employment contract. The company reserves the right to modify job duties or job descriptions at any time.