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Sales Development Representative

Sales Development Representative (Inbound)

Wealthbox CRM is seeking an inside Sales Development Representative to consult by telephone and email with prospective financial advisor customers who are signing up to this web-based CRM service. We’re deluged with new users everyday. Help us!


  • No cold calling. Connect with new users by telephone, email, and screen-sharing who have already signed up to free trials.
  • Qualify and convert inbound leads (via website, referrals, in-app trials, etc).
  • Show online demonstrations to new users and trial users.
  • Track and help new users through their 30-day trial period.
  • Collaborate with customer support personal and assist in help-desk operations that impact customer conversions.
  • Conduct webinars to educate a wider audience of financial advisors and technology partners.
  • Identify and suggest improvements to our products and our support systems.
  • Provide product recommendations to the Product/Engineering teams (driven by analytics and customer feedback).

Required Experience & Competencies

  • 1+ years of inside sales experience selling SaaS products (CRM a plus).
  • Skills in using CRM tools to track and manage new prospect relationships.
  • Strong communication skills, especially using email and the telephone.
  • Basic knowledge of the latest cloud service offerings, toolsets, operating systems, and browsers.
  • Helpful personality who’s adept at presenting the features and value of Wealthbox to financial advisors on the other end of the line.
  • Extremely organized, analytical, and driven.
  • Responsible, ethical, always in the mood to show-and-tell Wealthbox and help our customers.

Work Schedule

  • Weekdays, during business hours (Specifics to be determined.)
  • No travel required.
  • Work onsite and/or from home.

Interested? Email us a note at and include a link to your LinkedIn profile. Thanks!