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PitchBook · 4 days ago

SDR Manager

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$95K/yr - $95K/yr

2+ years exp

PitchBook, a Morningstar company, is dedicated to fostering innovation and collaboration. The SDR Manager is responsible for leading a team of Account Development Representatives, focusing on exceeding sales goals, team development, and aligning activities with account growth strategies.

AnalyticsFinanceVenture Capital

Culture & Values

No H1B

Responsibilities

Lead and inspire a team of Account Development Representatives to consistently exceed sales goals through hands-on coaching, motivation, and team development

Inspire a supportive team culture aligned with company values, cultivating an environment that empowers individual and team success

Conduct regular team meetings to share best practices, review metrics, and reinforce expectations, promoting continuous learning

Support new hires with thorough onboarding and learning path completion, setting them up for success from day one

Set clear team objectives and key results, aligning Account Development Representative goals with broader account growth targets

Take ownership of team outcomes, tracking progress and providing leadership with regular performance updates

Hold consistent 1:1s with each team member to discuss performance, strategic goals, coaching needs, and career development

Use data to monitor performance, diagnose challenges, and provide targeted coaching on pipeline management and opportunity creation

Coach team members to enhance productivity by effectively managing lead flow, tracking weekly activities, and upholding high standards in lead qualification to drive quality opportunities and maximize conversions

Ensure team adherence to standard operating procedures and role expectations, maintaining high quality in all activities

Partner with the Commercial team leadership to align Account Development Representative activities with account growth strategies, ensuring coordinated efforts across teams

Participate actively in Commerical team leadership meetings, offering insights and driving alignment on account growth strategies

Support the vision and values of the company through role modeling and encouraging desired behaviors

Participate in various company initiatives and projects as requested

Qualification

Sales management experienceCoaching skillsSalesforce proficiencyFinancial markets knowledgeNegotiation skillsTeam leadershipCommunication skillsOrganizational skillsSelf-motivatedPositive attitude

Required

Bachelor's degree

2+ years of professional management or team lead experience, ideally in a sales capacity

A good candidate for the role is someone who has personal experience exceeding sales quotas through grit and creative thinking

Experience in developing sales reps cold calling and prospecting skills

Experience with tools such as Salesforce, Outreach, and LeanData/BookIt

Possess strong negotiation skills and proven ability to effectively close leads

Interest in financial markets or services, particularly private capital markets

Strong coaching and career development acumen

Uphold organizational expectations of professionalism for both internal and external interactions

Self-motivated, persistent, and goal-oriented attitude and can work effectively as part of a team

Ability to operate with a strong sense of urgency and deliver results

Highly curious with a positive attitude

Superior organization and able to effectively manage a large team

High emotional intelligence and able to build trust with a diverse group of employees and stakeholders

Exemplary verbal and written communication skills

Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

Must be authorized to work in the United States without the need for visa sponsorship now or in the future