Company Overview: Join our dynamic team at iGrad, a leading provider of Financial Wellness Software as a Service (SaaS) solutions. We empower individuals and organizations to achieve financial well-being through innovative technology and personalized support.

Job Summary: In support of the company mission, the Sales Development Rep is tasked with engaging with our customers & prospects the right way, at the right time, with the right message to increase our market reach. Through outbound prospecting activities, the successful candidate will target, engage, qualify and pursue new leads. They will also be expected to work on developing relationships with any assigned customers to maintain a high standard of care. They will liaise between customers and cross-functional internal teams as needed to ensure timely and successful positioning of our solutions. All efforts are to provide our prospects with a first-class customer experience in pursuit of our organizational goals.

Essential Functions:

• Conduct organized outbound call & email-based prospecting sequences within targeted market segments that build interest in iGrad solutions.
• Acquire and maintain a working knowledge of use cases & value delivered by iGrad products so as to clearly articulate it to prospects.
• Build an understanding of target accounts and engage them with an emphasis on personalization and relevance around iGrad products.
• As part of the qualification process, contribute to and leverage a playbook to secure prospect interest in our solutions.
• Operate as the lead point of contact for sales matters specific to your prospects and customers to ensure consistent & timely engagement on a regular basis.
• Team with Sales Account Managers to facilitate orders from new and existing clients.
• Effectively network within an account as needed to connect with stakeholders and contacts that enable decision making around our solutions.
• Communicate clearly the progress of monthly/quarterly sales campaign initiatives.
• Document and track all activity through web-based client relationship management (CRM) automation tools, including activities, setting tasks for follow-up, and lead tracking.
• Deliver “Compassionate and Delightful” experience to all clients

What You’ll Need to Succeed: 

• Be a great people person with a history of finding and qualifying prospects to build trust-based relationships.
• A proactive and energetic demeanor with confidence to navigate organizations with multiple stakeholders.
• You’ll be smart, curious and convincing – we have an incredible set of solutions and want you to help us grow along our mission.
• Strong collaboration and knowledge sharing among the SDR team to enhance the effectiveness of sales development activities.
• Essential Education, Skills and Experience
• One to Two years of customer-facing experience
• Experience in B2B tech / SaaS and Educational sales are a plus
• High School Diploma required; College experience strongly preferred
• Experience working within a CRM environment
• Self-confidence to communicate, present and influence credibly and effectively
• Be able to perform with minimal supervision

Compensation & Benefits:

• 401(k) matching
• Health, Dental, Vision & Life insurance
• Paid time off
• Travel & Mileage reimbursement
• Hybrid; 3 days in office

The above statements are intended to describe the essential functions, nature and level of work to be performed. The company reserves the right to modify this job description at any time, without notice.

Our employees are hired, promoted and rewarded based on talent, performance and dedication. We will not allow harassment or discrimination based on race, creed, color, religion, national origin, sex, age, sexual orientation, gender identity, marital status, ancestry, disability or veteran status.

Aztec/iGrad Software is a proud equal opportunity employer.