Sales Development Representative

We are hiring a Sales Development Representative to create qualified sales opportunities across the wealth management market. Astraeus is building AI-native infrastructure for modern wealth firms. You will identify the right firms and contacts, start relevant conversations, and connect qualified prospects with our sales team.

This role is for someone with 3–5 years of relevant experience who can independently execute thoughtful outbound campaigns and improve them through evidence and feedback. You will own prospecting and initial qualification, working closely with sales and marketing to turn market interest into a consistent pipeline of commercial opportunities.

What you’ll do

• Research registered investment advisers (RIAs), aggregators, and wealth platforms; identify decision makers across leadership, operations, technology, and advisory teams
• Build prioritized account and contact lists using firm research, regulatory filings, growth signals, and sales-team input
• Execute personalized outreach through cold calls, email, and LinkedIn, connecting each message to a specific business problem
• Start conversations around fragmented data, manual workflows, billing challenges, and limited operational visibility; explain Astraeus’ relevance clearly
• Qualify initial interest by understanding the prospect’s needs, current approach, relevant stakeholders, and readiness to act
• Prioritize outreach based on operational needs and buying signals, and maintain thoughtful follow-up with firms whose timing is later
• Follow up promptly on inbound inquiries, referrals, and event conversations in coordination with sales and marketing
• Book and confirm qualified discovery meetings, then hand off clear notes on the business problem, stakeholders, timing, and agreed next steps to the account executive
• Keep Salesforce records accurate, including contact details, outreach history, qualification findings, lead status, and next actions
• Review meeting outcomes with account executives, test messaging and sequences, and use conversion data to improve targeting and opportunity quality

What we’re looking for

• 3–5 years of experience in sales development, business development, or an outbound B2B sales role, ideally in software, fintech, or financial services
• A track record of meeting qualified-meeting or pipeline-generation targets
• Confidence making cold calls, handling initial objections, and engaging business decision makers
• Strong research and writing skills, with the ability to turn account insights into concise, relevant outreach
• Sound qualification judgment and the ability to distinguish an actionable business need from general interest
• Experience using Salesforce or a comparable CRM, sales engagement platforms, and prospecting tools
• Ability to use AI tools for research and drafting while checking facts and maintaining thoughtful personalization
• Consistent execution, organized follow-through, and receptiveness to coaching
• Curiosity about wealth management and the ability to learn a complex technology offering

Strong signals

• You have prospected into RIAs, wealth platforms, or other financial services organizations
• You have engaged executives and operations or technology leaders across multiple contacts within an account
• You can show how you improved meeting attendance, qualification quality, or conversion to sales opportunities
• You have used tools such as Salesloft and LinkedIn Sales Navigator to run structured outreach
• You have contributed to an evolving prospecting playbook in a growing company

Prior wealthtech experience is helpful, but not required.

What success looks like

• A consistent flow of qualified discovery meetings that prospects attend
• Opportunities accepted by the sales team that contribute to measurable pipeline
• Better conversion from outreach to meaningful conversations and qualified opportunities
• Reliable follow-up, useful handoff notes, and accurate Salesforce records

Why Astraeus

• Build relationships in a market facing meaningful data and operational challenges
• Work directly with experienced sales and GTM leaders
• Help shape how Astraeus identifies, engages, and qualifies prospective customers
• Develop deeper expertise in consultative prospecting, wealth technology, and AI

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