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Sales Development Representative

Remote, USA Full-time Posted 2025-11-24

RightCapital is an innovative financial tech startup providing cutting-edge holistic financial planning software. They are seeking a Sales Development Representative to manage a pipeline of leads, book sales demonstrations, and collaborate with the sales team to enhance sales strategies. This role offers a detailed training process and opportunities for personal and professional growth within the company.


Responsibilities

  • Leverage SalesForce to assess current pipeline of advisors
  • Manage a pipeline of leads, which consist of a balanced mix of warm leads generated from marketing and outbound cold calls
  • Book on average 2 sales demonstrations each day for Sales Associates
  • Collaborate with SDR Team Lead, Senior Sales Manager, and VP of Sales during recurring brain storming sessions to enhance our sales playbooks

Skills

  • 1+ years of experience in a client facing/sales role required, interest in Saas sales required
  • Must have a ‘can do' attitude and believe challenges help you grow
  • Must be willing work hard each day
  • Must have excellent verbal and written communication skills
  • Must actively contribute to the SDR team objectives, while collaborating with your teammates to improve the sales process
  • Must be able to identify the full scope of the challenge and work toward finding an effective solution
  • 1+ years of experience in a client facing/sales role preferred
  • Associate's or Bachelor's Degree (in fields such as Business Administration, Finance, Economics, Sports Management, Communications, Marketing, Public Relations, Liberal Arts, Psychology, Social Studies, or related) preferred

Benefits

  • Group medical health insurance – multiple options with generous subsidies
  • Vision and Dental group insurance
  • 401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
  • Monthly bonus opportunities based on # of demos booked
  • $1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing
  • Free onsite gym membership
  • Free weekly team breakfast and lunch
  • Flexible vacation (no limit)
  • Casual dress code
  • Pet friendly office
  • Fun and social outings, including happy hours and team building events
  • Exciting growth opportunities and did we mention yet that we have a lot of fun!
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Referral program

Company Overview

  • RightCapital develops financial planning software that advisors can use to simplify the financial planning experience for their clients. It was founded in 2015, and is headquartered in Shelton, Connecticut, USA, with a workforce of 51-200 employees. Its website is https://www.rightcapital.com.

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