Sales Development Representative

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  "source_hash": "a9b777fd282cec9b78bfbfd801ebbcf928986eb5f929dfb46fcf8a877ad2e670",
  "last_changed_at": "2026-05-30T06:01:18.545Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "New York, New York, 10017, United States",
    "city": "New York",
    "region": null,
    "country": "United States",
    "is_remote": false,
    "confidence": 0.95
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-18T10:40:47.107Z",
  "launch_scope": {
    "reason": "bamboohr_production_catalog",
    "included": true,
    "location": {
      "raw": "New York, New York, 10017, United States",
      "city": "New York",
      "region": null,
      "country": "United States",
      "is_remote": false,
      "confidence": 0.95
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}

{}

{
  "list_job": {
    "id": "1479",
    "isRemote": null,
    "location": {
      "city": "New York",
      "state": "New York"
    },
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "province": null
    },
    "departmentId": "21268",
    "locationType": "2",
    "jobOpeningName": "Sales Development Representative",
    "departmentLabel": "BD - N. America - UI0508",
    "employmentStatusLabel": "Full Time"
  },
  "detail_errors": [],
  "detail_job_opening": {
    "location": {
      "city": "New York",
      "state": "New York",
      "postalCode": "10017",
      "addressCountry": "United States"
    },
    "datePosted": "2026-05-05",
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "countryId": null
    },
    "description": "<p><span><span>Waystone is seeking a motivated and results-driven Sales Development Representative (SDR) to join our </span><span>marketing </span><span>team</span><span> and </span><span>help </span><span>build out an SDR function</span><span> in the US</span><span>. </span></span><span> </span></p>\n<p><br></p>\n<p><span><span>The</span><span> US</span><span> SDR</span><span> </span><span>will play a critical role in generating new business opportunities by identifying, qualifying, and nurturing leads through proactive outreach and relationship-building</span><span>, as well as helping build processes for the team to adhere to</span><span>. This position is ideal for a self-starter with excellent communication skills and a passion for driving growth in the financial services sector.</span></span><span> </span></p>\n<p><br></p>\n<p><span style=\"font-weight: bold\"><span><span>Key Responsibilities</span></span></span><span> </span></p>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Lead Generation:</span></span></span><span><span> Identify and research potential clients in the asset management and financial services industries using tools such as LinkedIn</span><span> Sale</span><span>s</span><span> Navigator</span><span>,</span><span> Salesforce</span><span> and industry databases</span><span>, such as Prequin or </span><span>Lusha</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Outreach:</span></span></span><span><span> Conduct high-volume outbound activities, including cold calls, emails</span><span> through Hubspot Sales</span><span> and social media engagement, to connect with prospective clients and schedule meetings for</span><span> BD</span><span> Account Executives.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Nurturing:</span></span></span><span><span> Nurture inbound marketing leads by lead qualification process through emails and discovery calls. Gathering the specifics of the requirement and successfully setting up sales meetings for the Commercial team to convert leads into opportunities.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Qualification:</span></span></span><span><span> Qualify inbound and outbound leads by assessing their needs, budget, and fit with Waystone’s services, ensuring high-quality opportunities are passed to the sales team.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Pipeline Management:</span></span></span><span><span> Maintain accurate and up-to-date records of all</span><span> leads,</span><span> activities and interactions in Salesforce to support efficient pipeline tracking</span><span> &amp; reporting. </span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Collaboration:</span></span></span><span><span> Work closely with the marketing and sales teams to align on target accounts, campaigns, and messaging to maximize lead conversion.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Market Research:</span></span></span><span><span> Stay informed about industry trends, regulatory changes, and competitive landscapes to effectively position Waystone’s solutions.</span><span> Work closely with the marketing teams to create business development narratives/messaging &amp; other marketing collaterals like case studies.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Follow-Up:</span></span></span><span><span> Nurture relationships with prospects through consistent follow-up and personalized communication to build trust and maintain engagement.</span></span><span> </span></li>\n</ul>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Education:</span></span></span><span><span> Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent experience).</span></span><span> </span></p>\n<p><br></p>\n<p><span style=\"font-weight: bold\"><span><span>Experience:</span></span></span><span><span> </span><span>3-5</span><span> years of experience in sales, </span><span>lead generation, </span><span>business development, or a customer-facing role, preferably in </span><span>fund</span><span> services</span><span>, into global markets.</span></span><span> </span></p>\n<p><br></p>\n<p><span style=\"font-weight: bold\"><span><span>Skills:</span></span></span><span> </span></p>\n<ul>\n<li><span><span>Excellent</span><span> verbal and written </span><span>English </span><span>communication skill</span><span>s,</span><span> with the ability to articulate complex solutions clearly.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Comfortable with cold calling and engaging prospects across multiple channels (phone, email, LinkedIn).</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Familiarity with CRM tools (e.g., Salesforce, HubSpot) and sales prospecting platforms (e.g., LinkedIn Sales Navigator, ZoomInfo).</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Self-motivated with a strong work ethic and ability to thrive in a fast-paced, target-driven environment.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Basic understanding of the asset management industry or financial services is a plus.</span></span><span> </span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\"><span><span>Attributes:</span></span></span><span><span> Curious, resilient, and eager to learn. A team player with a proactive attitude and a passion for building relationships.</span></span><span> </span></p>\n<p><br></p>\n<p><span style=\"font-weight: bold\"><span><span>What We Offer</span></span></span><span> </span></p>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Competitive Compensation:</span></span></span><span><span> Base salary plus </span><span>commission</span><span>-based incentives.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Career Growth:</span></span></span><span><span> Opportunities for advancement within a rapidly growing global company.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Training &amp; Development:</span></span></span><span><span> Comprehensive onboarding and ongoing training to support your success.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Benefits:</span></span></span><span><span> </span><span>Health insurance, pension &amp; holiday pay.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Culture:</span></span></span><span><span> A collaborative and inclusive work environment that values innovation and impact.</span></span><span> </span></li>\n</ul>",
    "compensation": null,
    "departmentId": "21268",
    "locationType": "2",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Sales Development Representative",
    "departmentLabel": "BD - N. America - UI0508",
    "jobOpeningStatus": "Open",
    "minimumExperience": null,
    "jobOpeningShareUrl": "https://waystone.bamboohr.com/careers/1479",
    "employmentStatusLabel": "Full Time"
  }
}