What are the responsibilities and job description for the Sales Development Representative position at BizEquity?
Our company seeks a highly motivated, results-driven Sales Development Representative (SDR) to join our dynamic team, where growth and innovation are at the forefront. The candidate will lead in identifying and nurturing new business opportunities, driving pipeline growth, and helping our sales team exceed targets.
About BizEquity:
BizEquity is a leading fintech software company created to democratize business valuation knowledge for every business in the world. BizEquity has created the largest online business valuation cloud-based software product and service and the most business valuation data on businesses in the market today. BizEquity's patented platform is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now can provide financial services firms support to better reach business owner clients to help them discover their worth.
About BizEquity:
BizEquity is a leading fintech software company created to democratize business valuation knowledge for every business in the world. BizEquity has created the largest online business valuation cloud-based software product and service and the most business valuation data on businesses in the market today. BizEquity's patented platform is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now can provide financial services firms support to better reach business owner clients to help them discover their worth.
- Generate sales revenue by developing and maintaining relationships with prospects.
- Conduct outreach via email, phone calls, and social media to establish initial contact and qualify leads.
- Build a robust sales pipeline of qualified leads for the sales team.
- Accurately document and manage all activities in the CRM systems (Salesforce, HubSpot).
- Conduct discovery calls to understand pain points and assess their needs for fintech solutions.
- Communicate the value proposition of the company’s products and services effectively.
- Collaborate with account executives and Sales Directors to ensure seamless handoff of qualified opportunities.
- Manage sales pipeline and revenue forecast in Salesforce to ensure accurate recording of prospecting activity, conversion success, and active sales opportunities at each stage of the sales process.
- Express the value proposition and benefits of BizEquity’s products and solutions and use this knowledge to ensure that solutions address clear business needs for the client.
- Meet or exceed their monthly revenue and total annual revenue goals.
- Bachelor’s degree in Business, Finance, or a related field is preferred.
- 2 years of experience in a sales development role, ideally in fintech or SaaS.
- Excellent communication and interpersonal skills.
- Strong writing and presentation skills with the ability to engage stakeholders at all levels.
- Proficiency in CRM tools (Salesforce, HubSpot) and sales engagement platforms.
- Desire to work in the software and fintech industry.