{"schemaVersion":"jobsearcher.job.v1","id":"b4e4dd2e8455849096006ae7","url":"https://jobsearcher.com/jobs/b4e4dd2e8455849096006ae7","canonicalUrl":"https://jobsearcher.com/jobs/b4e4dd2e8455849096006ae7","title":"Enterprise Sales Development Representative","description":"Location: Remote, USA | EST Preferred\n\nAt Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.\n\nWealthbox is seeking an Enterprise Sales Development Representative (Enterprise SDR) to consult by telephone and email with prospective enterprise customers.\n\nAs a Wealthbox Enterprise SDR, you will play a key role in building pipeline and generating sales-qualified leads for Wealthbox Enterprise Account Executives. You’ll drive account-based prospecting efforts targeting larger RIAs, broker-dealers, and wealth management firms across the country. This is a strategic, outbound-focused role that combines high activity with thoughtful account management and collaboration across the sales organization.\n\nResponsibilities\n\nConduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects.\nDevelop and execute strategic account-based outreach plans in partnership with Enterprise Account Executives.\nQualify and convert leads into sales opportunities using a consultative and data-driven approach.\nManage and nurture key enterprise accounts at the top of the funnel to ensure consistent pipeline growth.\nIdentify and suggest improvements to Wealthbox’s sales processes, product positioning, and customer support systems.\nExceed weekly, monthly, and quarterly goals for pipeline generation and meetings scheduled.\nAttend conferences and trade shows to represent Wealthbox, drive awareness, and build relationships with financial advisors and firm decision-makers.\nMaintain accurate and up-to-date records of outreach activity, lead qualification, and opportunity creation in the CRM system.\n\nDesired Skills & Experience\n\n2+ years in a quota-attaining SDR or BDR role, preferably within the WealthTech, FinTech, or SaaS space.\nProven success with outbound or account-based prospecting.\nFamiliarity with CRM technology (Salesforce, HubSpot, or Wealthbox preferred).\nExperience working with or selling to wealth management firms (RIAs, broker-dealers, or financial advisors) strongly preferred.\nStrong communication and interpersonal skills with ability to build rapport quickly through phone, email, and video.\nExcited to work in a high-energy, collaborative, and fast-paced environment.\nPositive, motivated, and curious personality with excellent listening and writing skills.\nBasic knowledge of cloud service offerings, modern tech stacks, and productivity tools.\nA responsible, ethical professional who enjoys showcasing Wealthbox and helping customers succeed.\nExperience selling SaaS products is a plus.\n\nWork Schedule\n\nWeekdays, during business hours (fully remote)\nOccasional travel to industry conferences\n\nBenefits\n\nCompetitive compensation (base + commission)\nComprehensive health plan coverage\n401k plan\nPaid time off\n\nHow to Apply\n\nInterested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com .","company":"Wealthbox","rawCompany":"wealthbox","city":"Remote","state":"OR","isRemote":false,"isActive":false,"createdAt":"2026-08-05T11:28:12.826Z","occupations":[{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"41-9099.00","title":"Sales and Related Workers, All Other","slug":"sales-and-related-workers-all-other"},{"code":"41-4012.00","title":"Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products","slug":"sales-representatives-wholesale-and-manufacturing-except-technical-and-scientific-products"}],"industries":[{"code":"561422","title":"Telemarketing Bureaus and Other Contact Centers","slug":"telemarketing-bureaus-and-other-contact-centers"},{"code":"541511","title":"Custom Computer Programming Services","slug":"custom-computer-programming-services"},{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Enterprise Sales Development Representative","description":"Location: Remote, USA | EST Preferred\n\nAt Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.\n\nWealthbox is seeking an Enterprise Sales Development Representative (Enterprise SDR) to consult by telephone and email with prospective enterprise customers.\n\nAs a Wealthbox Enterprise SDR, you will play a key role in building pipeline and generating sales-qualified leads for Wealthbox Enterprise Account Executives. You’ll drive account-based prospecting efforts targeting larger RIAs, broker-dealers, and wealth management firms across the country. This is a strategic, outbound-focused role that combines high activity with thoughtful account management and collaboration across the sales organization.\n\nResponsibilities\n\nConduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects.\nDevelop and execute strategic account-based outreach plans in partnership with Enterprise Account Executives.\nQualify and convert leads into sales opportunities using a consultative and data-driven approach.\nManage and nurture key enterprise accounts at the top of the funnel to ensure consistent pipeline growth.\nIdentify and suggest improvements to Wealthbox’s sales processes, product positioning, and customer support systems.\nExceed weekly, monthly, and quarterly goals for pipeline generation and meetings scheduled.\nAttend conferences and trade shows to represent Wealthbox, drive awareness, and build relationships with financial advisors and firm decision-makers.\nMaintain accurate and up-to-date records of outreach activity, lead qualification, and opportunity creation in the CRM system.\n\nDesired Skills & Experience\n\n2+ years in a quota-attaining SDR or BDR role, preferably within the WealthTech, FinTech, or SaaS space.\nProven success with outbound or account-based prospecting.\nFamiliarity with CRM technology (Salesforce, HubSpot, or Wealthbox preferred).\nExperience working with or selling to wealth management firms (RIAs, broker-dealers, or financial advisors) strongly preferred.\nStrong communication and interpersonal skills with ability to build rapport quickly through phone, email, and video.\nExcited to work in a high-energy, collaborative, and fast-paced environment.\nPositive, motivated, and curious personality with excellent listening and writing skills.\nBasic knowledge of cloud service offerings, modern tech stacks, and productivity tools.\nA responsible, ethical professional who enjoys showcasing Wealthbox and helping customers succeed.\nExperience selling SaaS products is a plus.\n\nWork Schedule\n\nWeekdays, during business hours (fully remote)\nOccasional travel to industry conferences\n\nBenefits\n\nCompetitive compensation (base + commission)\nComprehensive health plan coverage\n401k plan\nPaid time off\n\nHow to Apply\n\nInterested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com .","datePosted":"2026-08-05T11:28:12.826Z","dateModified":"2026-08-05T11:28:12.826Z","hiringOrganization":{"@type":"Organization","name":"Wealthbox","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote","addressRegion":"OR","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"b4e4dd2e8455849096006ae7"},"url":"https://jobsearcher.com/jobs/b4e4dd2e8455849096006ae7"}}