Sales Development Representative- Private Equity

Sales Development Representative (SDR)- Private Equity

Bainbridge/ BC Analytics

Job Type: Full-time/Exempt

Position Location: Remote digital office (work from home), must be U.S. based.

Pay Scale: Our compensation package includes a base salary, complemented by a performance-based bonus structure that rewards individual and team achievements. Base salary starts at $50,000.00-$65,000.00 per year, commensurate with experience, with an OTE average of $70,000.00-$110,000.00+ per year..

Benefits: We offer a highly competitive benefits package to all full-time employees including health, dental, and vision insurance, wellness services and retail discounts.

Start Date: Immediately

Travel: Minimal travel may be required for conference attendance, training and company events.

How to Apply: Interested candidates should submit a PDF version of resume and a brief letter of interest.

About Us

Bainbridge is a leading financial services firm serving top U.S. private equity funds and corporate owners. We have completed over $5 billion in small- to mid-cap acquisitions for PE funds and corporations in all market sectors including: technology, healthcare, automation, global supply chain, machine learning and energy. We are experiencing exciting growth into the investment banking and fintech arenas. Our team is results-driven, client-centered, and collaborative. If you have a passion for financial sales and delivering exceptional white-glove client service, please join us.

Position Overview: 

As a Sales Development Representative (SDR) at BC Analytics, you will be a crucial member of our sales team, responsible for generating new business opportunities in the areas of private equity and M&A. Your primary goal will be to prospect potential clients, qualify leads, and schedule initial meetings for our sales executives. This role is ideal for someone who is energetic, a team player, and eager to advance their sales career in financial services within a cutting-edge company.

Key Responsibilities:

• Conduct extensive outbound sales calls to prospective clients to initiate the M&A deal process.
• Qualify leads and set appointments for sales executives through effective communication and active listening.
• Create compelling messaging tailored to the needs of different prospect segments.
• Collaborate closely with the sales team to develop and execute strategies to achieve sales targets and expand our customer base.
• Meet or exceed monthly and quarterly lead generation and appointment setting targets.
• Maintain accurate and up-to-date records of prospect interactions in our CRM system.
• Track and report on activity and results to ensure continuous improvement and achievement of sales goals.
• Continuously improve your knowledge of our products/services, industry trends, and competitive landscape.

Qualifications:

• BA/BS degree in Business, Economics, Finance, Marketing, or a related field.
• FINRA licensing highly preferred.
• Proven experience in outbound sales, cold calling, or lead generation.
• Experience in B2B consultative sales environment.
• Prior experience in financial services such as wealth management or private equity, highly preferred.
• Demonstrated business acumen and excellent communication skills with the ability to articulate service offerings and value propositions effectively.
• Goal-oriented mindset with a focus on achieving targets and delivering results.
• Ability to work independently as well as collaboratively in a team environment.
• Familiarity with CRM systems and sales engagement tools.
• Professional demeanor with proven ability to serve the C-Suite.
• Collaborate and communicate with all levels of the organization to ensure alignment with organizational goals and strategies.

Additional Requirements:

• Adept at handling objections and overcoming challenges in a professional manner.
• Strong organizational skills with attention to detail.
• Ability to adapt quickly to changing priorities and business needs.
• Prior experience in a startup or high-growth environment is a plus.