Sales Development Representative

About the role

As a Sales Development Representative (SDR), you will be the first point of contact for potential customers, playing a crucial role in generating new business opportunities. You'll leverage your exceptional communication skills and industry knowledge to engage with small businesses, understand their challenges, and effectively communicate the benefits of 401(k) plans for small businesses. This role offers an exciting opportunity to contribute to our mission to solve the retirement crisis in the US and help drive the overall growth of our company.

Responsibilities

• Prospect Identification - Identify and research potential small business customers through various channels, including cold calling, email outreach, social media, and networking events.
• Qualification - Engage with prospects to understand their business needs, challenges, and goals. Qualify leads based on predetermined criteria to ensure alignment with our target market.
• Educate - Articulate the value proposition of our modern 401(k) solution to potential customers, highlighting how it can help business owners achieve their business objectives as well as help their employees save for retirement.
• Pipeline Management - Manage and prioritize a high volume of leads effectively using CRM software. Track lead interactions, update lead status, and ensure timely follow-up to move prospects through the sales funnel.
• Collaboration - Work closely with the sales team to hand off qualified leads and provide them with comprehensive information to facilitate the sales process. Share ‘tribal knowledge’ with peers and collaborate cross-functionally with marketing, growth, and revenue teams to optimize lead generation strategies.
• Continuous Learning - Stay updated on industry trends, competitor offerings, and market dynamics affecting small businesses. Continuously refine sales techniques and product knowledge to enhance effectiveness in engaging with prospects.

Requirements

• Proven experience in sales, business development, or customer-facing roles, preferably in a B2B environment.
• Excellent communication skills, both verbal and written, with the ability to articulate complex concepts clearly and persuasively.
• Strong interpersonal skills and ability to build rapport quickly with diverse audiences, including business owners and other key roles in the decision-making process.
• A growth mindset and a desire to advance your career in sales.
• Self-motivated with a results-driven mindset and the ability to thrive in a fast-paced, target-driven environment.
• Passion for small businesses and a genuine desire to help them succeed.
• Experience using Salesforce.com, Outreach, and/or other Client Relationship Management (CRM) tools.
• Prior Financial Services, Fintech, and/or SaaS experience.

Nice to have

• 1+ year of experience in a corporate environment.
• Previous 401K, Payroll, or HCM experience.

Schedule

In our office in Lindon, Utah, 4 days per week, Monday-Thursday. Flexibility to work remotely on Friday.

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees.
• Top-of-the-line health plans, as well as dental and vision insurance.
• Competitive time off and parental leave.
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness.
• Lyra: Enhanced Mental Health Support for employees and dependents.
• Carrot: Fertility healthcare and family forming benefits.
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt.
• Monthly work-from-home stipend; quarterly lifestyle stipend.
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

Pay

The base salary for this position spans $20.50 - $21.64 per hour and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary offered to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. This position also offers a variable target of $30,000.

About Us

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than half of all working Americans are not saving enough for their future, often because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company backed by top investors such as Marshall Wace, Baillie Gifford, BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, and Uncork.

Our operating principles define how we work together as a team:

• Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
• Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.