Rightcapital - Shelton, CT

posted 4 months ago

Full-time - Entry Level
Shelton, CT
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

RightCapital is an innovative financial tech startup providing cutting-edge holistic financial planning software. Recently recognized as one of Connecticut's Best Fintech companies, we have grown from a small group of entrepreneurs working from a garage to the 3rd largest financial planning technology company in the US. Our mission is to help financial advisors add value to their clients, and we are currently expanding into new sales channels. As a Sales Development Representative (SDR), you will play a crucial role in our sales process, working within a collaborative and innovative team environment. The SDR team is a melting pot of minds and ideas, where we pride ourselves on promoting internally and fostering a culture of growth and development. Each day presents new opportunities for personal and professional growth, and you will learn from industry leaders while acquiring foundational skills that will benefit your career. We have a detailed training and onboarding process designed to help you excel in your role. If you are motivated and believe that your effort and attitude determine your success, RightCapital is the place for you! In this role, you will leverage SalesForce to manage a pipeline of leads, which includes a mix of warm leads generated from marketing and outbound cold calls. You will be responsible for booking an average of 2 sales demonstrations each day for Sales Associates and collaborating with the SDR Team Lead, Senior Sales Manager, and VP of Sales during brainstorming sessions to enhance our sales playbooks. This position is ideal for someone with a growth mindset, strong communication skills, and a team-oriented approach.

Responsibilities

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

Requirements

  • 1+ years of experience in a client-facing/sales role preferred.
  • Interest in SaaS sales required.
  • 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.

Nice-to-haves

  • Experience in a fast-paced startup environment.
  • Familiarity with financial technology or financial planning software.

Benefits

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Referral program
  • Free onsite gym membership
  • Free weekly team breakfast and lunch
  • Flexible vacation (no limit)
  • Casual dress code
  • Pet friendly office
  • Monthly bonus opportunities based on # of demos booked
  • $1,200 yearly wellness fund
  • Fun and social outings, including happy hours and team building events
  • Exciting growth opportunities.
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