Sales Development Representative, Private Market

Job Description:

The Role 

The Fidelity Private Shares team is growing and looking for a Sales Development Representative.  The Team is focused on supporting the innovation economy through a robust equity administration platform.  We offer solutions and capabilities that support companies, their employees, and community stakeholders during the entire corporate lifecycle.  This role will be focused on supporting the growth and expansion of our business that services private companies and the start-up community. 

We are looking for a talented individual that will be primarily responsible for prospecting and pursuing in-bound and outbound leads of prospective new capitalization table clients. Working in a team-based atmosphere, you will be responsible for identifying prospective leads in the venture capital ecosystem and prospecting venture-backed startups through thoughtful outreach.  Primary responsibilities include:

• Conduct high-volume prospecting to qualify leads through calls, emails, and social media

• Generate new business opportunities by setting up meetings/demos for Account Executives

• Achieve monthly quotes on meetings/demos/qualified opportunities scheduled

• Maintain accurate and up-to-date records of all sales activities in the CRM 

• Collaborate with marketing to execute targeted campaigns and follow up on generated leads

The Expertise We’re Looking for and The Skills You Bring 

• Bachelor's Degree 

• Minimum of 2 years of working experience in sales or customer-facing roles; Prior SaaS Sales or financial services experience a plus

• Goal-oriented with a track record of meeting or exceeding targets

• Ability to work independently and as part of a team

• Strong communication and interpersonal skills

• Proficient in using CRM software and Microsoft Office

• Knowledge of the industry and market trends a plus 

Note: Fidelity will not provide immigration sponsorship for this position.

The Team 

Fidelity is a leader in the equity administration space.  We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. 

We have been a leader in servicing public companies for their equity administration needs for two decades have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.

Certifications:

Category:Sales Support

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.