RightCapital · 1 month ago
Sales Development Representative
Shelton, CT
Full-time
Hybrid
Entry Level
$51K/yr - $55K/yr
1+ years expRightCapital is an innovative financial tech startup providing cutting-edge holistic financial planning software. They are seeking a Sales Development Representative to manage a pipeline of leads, book sales demonstrations, and collaborate with the sales team to enhance sales strategies. This role offers a detailed training process and opportunities for personal and professional growth within the company.
Financial ServicesFinTechSaaSSoftware
Responsibilities
Leverage SalesForce to assess current pipeline of advisors
Manage a pipeline of leads, which consist of a balanced mix of warm leads generated from marketing and outbound cold calls
Book on average 2 sales demonstrations each day for Sales Associates
Collaborate with SDR Team Lead, Senior Sales Manager, and VP of Sales during recurring brain storming sessions to enhance our sales playbooks
Qualification
Required
1+ years of experience in a client facing/sales role required, interest in Saas sales required
Must have a ‘can do' attitude and believe challenges help you grow
Must be willing work hard each day
Must have excellent verbal and written communication skills
Must actively contribute to the SDR team objectives, while collaborating with your teammates to improve the sales process
Must be able to identify the full scope of the challenge and work toward finding an effective solution
Preferred
1+ years of experience in a client facing/sales role preferred
Associate's or Bachelor's Degree (in fields such as Business Administration, Finance, Economics, Sports Management, Communications, Marketing, Public Relations, Liberal Arts, Psychology, Social Studies, or related) preferred
Benefits
Group medical health insurance – multiple options with generous subsidies
Vision and Dental group insurance
401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
Monthly bonus opportunities based on # of demos booked
$1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing
Free onsite gym membership
Free weekly team breakfast and lunch
Flexible vacation (no limit)
Casual dress code
Pet friendly office
Fun and social outings, including happy hours and team building events
Exciting growth opportunities and did we mention yet that we have a lot of fun!
401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Referral program
Company
RightCapital
RightCapital develops financial planning software that advisors can use to simplify the financial planning experience for their clients.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$6.3MKey Investors
Camellia Venture Capital
2019-01-28Series A· $3.7M
2017-06-26Seed· $1.6M
2016-08-01Seed· $1M
Leadership Team
Shuang Chen
Co-founder and CEO
D
Dain Runestad
Vice President
Recent News
2025-11-18
Company data provided by crunchbase