Sales Development Representative
About The Position
SS&C, a leading financial services and healthcare technology company, is seeking a Sales Development Representative (SDR) for its Jacksonville, FL location. The SDR will be responsible for initial outreach, maintaining CRM discipline, and utilizing the standard sales tech stack to execute outreach and log activity. This role involves qualifying inbound marketing-qualified leads (MQLs), performing targeted re-nurture/re-engagement campaigns, and executing targeted outbound prospecting to create SDR-sourced opportunities. The SDR will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
Requirements
- 1–3 years experience in a customer-facing or sales environment (inside sales, SDR/BDR, client services, or similar)
- Strong written and verbal communication — comfortable speaking with professionals in financial services.
- Comfort with structured outreach and follow-up cadence; ability to handle rejection and stay persistent.
- Ability to manage activity and outcomes in Salesforce (or another CRM) with strong attention to detail.
Nice To Haves
- Exposure to wealth management / RIA / asset management
- Experience with Salesforce, LinkedIn Sales Navigator, sales engagement/cadence tools, Highspot, or contact databases
- Experience with Black Diamond Wealth Solutions products or competing solutions
Responsibilities
- Own initial outreach for inbound marketing-qualified leads (MQLs) to determine if engagement represents a legitimate sales opportunity.
- Capture key details about prospect needs, environment, and buying intent; document clean notes to support the Sales handoff.
- Help generate additional interest across relevant Wealth solutions during initial conversations (positioning adjacent capabilities when appropriate).
- Handle initial outreach on all MQLs prior to opportunity creation, except “hot leads” routed directly to Sales.
- Partner with Sales to identify stale opportunities for focused outreach and re-engagement.
- Execute targeted campaigns tied to new/available solutions, using defined lead characteristics to build target lists.
- Run outbound outreach to net-new or not-yet-MQL leads to create SDR-sourced opportunities.
- Build campaign motions across email/phone/LinkedIn using repeatable cadences and strong personalization.
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
