Outbound Sales Development Representative

Outbound Sales Development Representative at Scale Army Careers

This fully remote role supports U.S.-based clients and requires availability during U.S. business hours, specifically 9 AM - 5 PM PST. Candidates based in LATAM, Africa, and Eastern Europe are eligible to apply.

About Our Client

Our client is a rapidly growing, seed-funded startup dedicated to AI-driven automation software for the wealth management industry. They specialize in enhancing advisor performance and boosting assets under management (AUM). Following a successful seed funding round, the company is actively scaling its outbound acquisition efforts. With an innovative product and an aggressive growth strategy, they are expanding their sales team to accelerate market penetration.

Role Overview

As an Outbound Sales Development Representative, you will be the front line of outbound outreach, responsible for qualifying leads and scheduling product demonstrations with wealth management professionals. This role involves executing cold outreach, effectively positioning the company’s AI automation solution, and delivering high-quality opportunities to the sales team to drive revenue growth.

Key Responsibilities

• Outbound Outreach & Lead Qualification: Execute cold calls targeting wealth management professionals at major firms; identify and qualify prospects interested in AI agent automation software; assess advisor needs related to performance coaching and AUM growth; schedule qualified product demonstrations with the sales team.
• Value Proposition Delivery: Clearly communicate the benefits of the AI automation software, including approximately 30% time savings for advisors and AUM improvement capabilities; maintain strong product positioning without diving into deep technical explanations.
• CRM Management & Data Hygiene: Maintain accurate and up-to-date lead information in Salesforce CRM; ensure proper field updates and strict adherence to data hygiene standards, as performance evaluation depends on CRM accuracy.
• Tech Stack Utilization: Use auto-dialer tools and marketing automation systems to streamline outbound processes; participate in training to master CRM and internal sales systems.
• Collaboration with Sales Team: Work closely with the sales team to ensure smooth handoff of qualified leads; collaborate on optimizing outreach strategies and improving lead qualification processes.
• Performance & Outreach Cadence: Maintain consistent outreach and follow-up activity to meet and exceed performance targets; focus on delivering high-quality, sales-ready leads to drive business development.

Qualifications

Experience

• 2+ years of experience in outbound sales or sales development, preferably in a B2B environment.
• Previous experience using Salesforce CRM is required.
• Experience with outbound calling and structured lead qualification processes.

Skills

• Strong verbal and written communication skills.
• Ability to manage multiple leads and maintain timely follow-ups.
• Organized and capable of working independently in a fast-paced environment.
• Self-starter mindset with a proactive, goal-oriented attitude.
• Ability to work with minimal supervision while maintaining focus on lead qualification.
• Clear and professional communication style, comfortable engaging with international accents.
• Interest in the wealth management industry and enthusiasm for driving business growth.

What Success Looks Like

• Consistently meeting or exceeding lead qualification and conversion targets.
• High-quality demos successfully booked, leading to strong engagement from the sales team.
• Positive feedback from the sales team regarding the readiness and quality of qualified leads.

Opportunity

This is an exceptional opportunity to join an innovative, seed-funded startup at a pivotal growth stage. The Outbound Sales Development Representative will play a direct role in scaling outbound acquisition efforts, gain exposure to cutting-edge AI-driven technology within the wealth management space, and contribute meaningfully to revenue growth while building a strong foundation for long-term career advancement.

Application Process

To be considered for this role, please follow these steps:

• Fill in the application form.
• Record a video showcasing your skill sets.

Key skills/competency

• Outbound Sales
• Sales Development
• Lead Qualification
• Cold Calling
• Salesforce CRM
• Wealth Management Industry
• AI Automation Software
• Business Development
• Market Penetration
• Communication Skills