Note: The job is a remote job and is open to candidates in USA. LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. As a Sales Development Representative, you'll generate new business through outbound prospecting and inbound lead follow-up, building the pipeline that fuels growth.
Responsibilities
- Research target employers and identify the right decision-makers within the ICP (ideal customer profile)
- Build and execute multi-touch outreach sequences, continuously testing messaging to improve response and conversion rates
- Generate qualified pipeline by prospecting into target accounts through cold calls, personalized emails, and LinkedIn outreach. This role includes a daily cold call minimum
- Respond quickly to inbound leads from marketing campaigns, content, and events
- Book qualified meetings for Account Executives and ensure smooth handoffs with strong context
- Consistently meet or exceed monthly targets for qualified meetings completed
- Maintain disciplined CRM hygiene in HubSpot. Log activity in real time, keep contact and company records accurate
- Stay current on the employee benefits and financial wellbeing landscape
- Use AI tools in your day-to-day work
Skills
- 1+ years of SDR/BDR experience, ideally in B2B SaaS
- Proven track record of meeting or exceeding outbound activity and qualified-meeting targets
- Excellent written and verbal communication skills, with the ability to craft personalized, compelling outreach
- Comfort and confidence with cold calling and multi-channel prospecting
- Experience with CRM and sales engagement tools (e.g., HubSpot, Apollo, or similar)
- Strong research and organizational skills, with the discipline to manage a high volume of activity
- Coachable, resilient, and self-motivated. You welcome feedback and move fast without losing the details
- Passion for improving employees' financial wellbeing
- Experience using AI tools
- Experience selling to HR, Benefits, or Total Rewards buyers within HR tech or digital health is a strong plus
Benefits
- Remote-first company structure
- Medical, dental, and vision
- 401(k)
- Mental wellbeing (Talkspace)
- Financial wellbeing (LearnLux)
- Paid vacation and sick leave
- Paid sabbatical after 5 years of service
- A supportive, inclusive team culture
- Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology
Company Overview
LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner® professionals. It was founded in 2015, and is headquartered in Boston, Massachusetts, USA, with a workforce of 51-200 employees. Its website is http://learnlux.com.