Senior Sales Development Representative - Enterprise

Sales Remote, United States

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Description

At eMoney Advisor, we’re redefining how financial professionals connect with their clients through powerful wealth planning solutions. Our tech-driven platform empowers advisors, enhances financial wellness, and strengthens long-term relationships across the industry. We're growing fast—and we need driven individuals to expand our enterprise reach.
The Role
As a Senior SDR - Enterprise, you’ll be at the forefront of eMoney’s Enterprise growth strategy, executing high-impact outbound campaigns, engaging inbound leads, and reactivating dormant pipeline opportunities. You’ll partner directly with Account Executives to design territory strategy, identify key personas, and orchestrate first-touch engagement that leads to meaningful pipeline growth.
Key Responsibilities
Outbound Strategy & Pipeline Generation
  • Execute targeted outbound campaigns via phone, email, and social selling
  • Research target accounts and personalized outreach using tools like LinkedIn Sales Navigator, Zoominfo, and Gong insights
  • Nurture aging leads and opportunities to re-engage and accelerate into active sales cycles
  • Recycle disqualified or discontinued leads to nurtured, qualified pipeline
Inbound Engagement & Lead Qualification
  • Respond to inbound inquiries from marketing channels (digital, events, webinars)
  • Triage inbound interest based on ideal customer profile fit, urgency, and buying readiness
  • Apply MEDDIC principles to identify and qualify sales opportunities
  • Facilitate strategic engagements and qualified opportunities
Campaign Execution & Territory Collaboration
  • Coordinate with Sales and Marketing on multi-channel campaigns
  • Collaborate cross-functionally with Marketing Ops, Sales Enablement, and Sale Ops to optimize outreach strategy and lead flow
  • Track and manage sales activities using Outreach and Salesforce
  • Provide real-time feedback to Marketing for ongoing campaign optimization
Lead Nurturing & Opportunity Acceleration
  • Strategically re-engage aged pipeline opportunities
  • Collaborate with sales for optimal touchpoints and outreach timing
  • Keep leads warm through regular communications and insight sharing
Requirements
  • Bachelor’s degree or equivalent business experience
  • 3+ years in demand generation, inside sales, or enterprise SDR roles
  • Familiarity with financial software or fintech industry preferred
  • Experience prospecting into large broker dealers and RIA’s
  • Meet or exceed key performance indicators (KPIs) including number of qualified meetings booked, pipeline generated, and contribution to quarterly revenue goals.
Skills You Bring
  • Exceptional verbal and written communication skills
  • Experience leveraging tools like Gong, Outreach, LinkedIn for multi-step sequencing
  • Expertise in cold calling, email outreach, and social prospecting
  • Strong understanding of enterprise buying cycles, budget structures, and authority chains
  • Ability to build trust and credibility with executive-level prospects
  • Detail-oriented and disciplined with time management across diverse territories and accounts
Why You’ll Thrive at eMoney
  • Competitive salary + quarterly performance-based commissions
  • Robust benefits package: health, dental, vision, 401(k), generous PTO
  • Career advancement within a leading financial technology company
  • A mission-driven culture rooted in innovation, collaboration, and impact

The salary range for this position is $61,000 - $85,000; commensurate salary to be determined based on skills, professional background and expertise.  This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.  

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it’s the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

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