Sales Development Representative

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Docupace

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2002

☁️ SaaS

💳 Fintech

🤝 B2B

💰 Private Equity Round - Docupace on 2020-04

SaaS • Fintech • B2B

Docupace is a technology company built for the wealth management industry. The company offers a comprehensive, customizable SaaS platform to digitize wealth management back-office operations and eliminate paperwork (founded/core mission referenced since 2002). The Docupace Platform provides document management, new account opening, compliance tools (ComplianceEdge, TRACKR), advisor transitions, compensation management, integrations with numerous wealthtech tools, and developer APIs; it also acquired jaccomo (jPass) in 2021 to add compliance, data integration, financial reporting, and advisor compensation accounting capabilities. The platform targets financial services firms and back-office teams, focusing on workflow automation, digital processing, security, and regulatory compliance.

📋 Description

• Execute disciplined outbound prospecting across a defined target account list using phone, email, LinkedIn, and personalized video • Qualify inbound marketing leads within defined SLA windows and convert to Sales Qualified Leads (SQLs) • Conduct initial discovery conversations and run basic product demos to assess fit against Docupace's ICP and qualification criteria before passing to Account Executives • Maintain a minimum outbound activity standard of 60–80 touches per day across channels • Log all prospecting activity, contact data, and qualification notes in Salesforce CRM with accuracy and discipline • Partner with the Marketing team to refine outbound messaging, sequences, and target account prioritization • Represent Docupace with professionalism and domain credibility in all prospect interactions • Achieve monthly SQL quota and quarterly pipeline contribution targets

🎯 Requirements

• 1–3 years of outbound sales development or business development experience in B2B SaaS • Strong written and verbal communication skills — able to craft compelling, personalized outreach at volume • Proficiency with Salesforce CRM and sales engagement platforms (Salesloft, Outreach, or equivalent) • Self-starter with a competitive orientation and high tolerance for outbound activity • Organized and metrics-driven — understands the relationship between activity, conversion, and quota • Coachable and intellectually curious, with a genuine interest in the financial services or wealthtech space • Prior experience prospecting into financial services, wealth management, or compliance technology buyers • Familiarity with intent data tools (Bombora, 6sense) and prospecting platforms (ZoomInfo, LinkedIn Sales Navigator) • Track record of consistent SQL quota attainment over multiple quarters • Self-starter with a competitive orientation and high tolerance for outbound activity • Exposure to the RIA, broker-dealer, or custodian ecosystem and an understanding of operational workflows.

🏖️ Benefits

• Reasonable Accommodations • Professional development opportunities