SourceCo ยท 10 hours ago
Sales Development Representative/ M&A Analyst
United States
Full-time
Remote
Entry Level
$50K/yr - $65K/yr
Maximize your interview chancesFinanceSoftware
Hiring Manager
Tomos Mughan
Insider Connection @SourceCo
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Responsibilities
Analyzing client investment strategies to identify new opportunities.
Responding to, engaging, and qualifying outbound targets.
Cold-calling targets based on their engagement, over 100 calls a day required
Keeping our CRM up to date with relevant information about targets.
Creation of external and internal weekly reports.
Conducting industry research based on the client's strategy.
Researching methods to engage clients and get them to respond through our outreach.
Effectively partnering and working across the sales, operations, and M&A teams.
Collaborating closely with other teams to develop account intelligence, relationship maps, and use case opportunities through direct account engagement and insight tools.
Qualification
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Required
Basic finance and business knowledge.
Demonstrated ability to work solo as well as being a productive team member, making outbound calls every day.
Having a strong work ethic and eagerness to learn and make new connections with prospects.
Ability to learn how specific companies and industries function.
Ability to develop and maintain strong customer relations.
Competency in researching industries, creating reports, and developing client materials.
Ability to adapt to new software and technology.
Exceptional interpersonal and communication skills.
The selected candidate would be a team player and a self-starter requiring minimal supervision.
Company
SourceCo
SourceCo offers tech-enabled deal generation for financial services, focusing on M&A and advisory.
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tomos Mughan
Chief Executive Officer
Company data provided by crunchbase
