Sales Development Representative (SDR)

About Us

Eqvista, Inc. is a leading provider of equity management and cap table solutions, known for our cutting-edge technology and exceptional client service. Our platform empowers businesses and financial institutions to manage equity effectively, ensure compliance, and make strategic decisions. We are seeking a motivated and results-driven Sales Development Representative to join our team and excel in a fast-paced, high-intensity environment.

Role Overview

As a Sales Development Representative at Eqvista, Inc., you will be the first point of contact for potential clients. You will be responsible for generating and qualifying leads, setting up meetings for the sales team, and driving new business opportunities. This role requires a proactive, energetic, and target-driven individual who can thrive in a demanding, high-paced environment.

Key Responsibilities

• Lead Generation: Identify and research potential leads through various channels, including outbound prospecting, social media, and industry events. Build and maintain a strong pipeline of qualified leads.
• Cold Outreach: Conduct cold calls and send personalized emails to engage with prospects and introduce Eqvista, Inc.’s solutions. Use effective sales techniques to capture interest and schedule meetings.
• Lead Qualification: Qualify leads based on their potential fit and readiness to engage with the sales team. Assess and prioritize leads to ensure they align with company criteria and sales goals.
• Sales Coordination: Collaborate with the sales team to understand target markets, ideal customer profiles, and sales strategies. Schedule and coordinate meetings and demos for the sales team with qualified leads.
• CRM Management: Maintain accurate and up-to-date records of lead interactions, follow-ups, and sales activities in the CRM system. Track and report on key metrics and performance indicators.
• Market Research: Stay informed about industry trends, competitor activities, and market dynamics. Use this knowledge to effectively engage with prospects and tailor outreach strategies.
• Performance Tracking: Monitor personal performance against targets and KPIs. Analyze results and continuously improve outreach strategies to maximize lead generation and conversion rates.
• Collaboration: Work closely with marketing and sales teams to align lead generation efforts with overall business objectives. Share feedback and insights to enhance lead generation strategies and campaign effectiveness.

Requirements

• Experience: 1-3 years of experience in sales development, lead generation, or a related role, preferably in a technology or financial services environment. Experience in equity management or cap table solutions is a plus.
• Sales Skills: Proven track record of successfully generating leads, qualifying prospects, and achieving sales targets. Strong understanding of sales processes and techniques.
• Communication: Excellent verbal and written communication skills, with the ability to engage and build rapport with potential clients. Strong presentation and negotiation skills.
• Organizational Skills: Exceptional organizational and time-management skills, with the ability to manage multiple tasks and priorities in a high-pressure environment.
• Resilience: Ability to handle rejection and stay motivated in a fast-paced, demanding role. Demonstrated persistence and determination in achieving sales goals.
• Technical Skills: Familiarity with CRM systems and sales tools. Proficiency in Microsoft Office and Google Workspace.
• Education: Bachelor’s degree in Business, Marketing, or a related field.

Preferred Qualifications

• Experience in the equity management or financial services industry.
• Familiarity with high-growth or technology-focused companies.
• Knowledge of advanced sales development techniques and tools.

What We Offer

• Competitive Compensation: Attractive salary with performance-based bonuses and incentives.
• Comprehensive Benefits: Health, dental, and vision insurance, along with a generous PTO policy.
• Career Growth: Opportunities for professional development, career advancement, and exposure to senior leadership.
• High-Paced Environment: A dynamic, fast-paced work environment where your contributions directly impact our sales success and company growth.
• Collaborative Culture: A supportive and collaborative work environment where your skills and efforts are valued and recognized.

How to Apply

If you are a driven and energetic sales professional with a passion for generating new business in a high-intensity environment, we want to hear from you! Please submit your resume and a cover letter detailing your experience and interest in the role to Careers@eqvista.com.

Eqvista, Inc. is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.