Sales Development Representative

What they do:

My client is a fintech startup founded in 2022 and based in San Francisco that provides an automated, end-to-end estate settlement solution. It combines AI-driven tools with a human-led care team—estate attorneys, CPAs, fiduciaries—to guide executors and families through the settlement process

Why do you want to work there?

• Incredible product-market fit - On average, it takes Americans 900 hours and 18 months to finish the estate settlement process. Their product automates the entire process and takes the burden off the families
• The United States is about to experience the largest Wealth Transfer in history ($100 Trillion!!) when the baby boomers start passing; they're unlocking this wealth transfer, directly impacting economic growth
• 20x their revenue in the past 12 months!

Role Information:

• FULLY INBOUND
• 1-2 years of experience in a sales development or customer service role, preferably within a service-oriented industry. Relevant industry experience a plus (fintech, estate planning, healthtech, financial planning, grief/mental health tech)

SDR:

• Lead Source: Fully inbound, calls will be booked on their calendar and they will have a consultative approach to dealing with each customer to qualify them for business
• Quota: 25-30 qualified consults per month
• Prospecting: 100% inbound - 10-12 calls will be booked per day
• Team Size: 3 SDRs; 5 AEs
• Target Customer Size: Individuals

Intangibles:

• Hustler
• Comfortable with ambiguity
• Naturally empathetic