Sales Development Representative

🕒 May 8

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Waystone

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💸 Finance

📋 Compliance

Finance • Compliance • Investment

Waystone is a leading provider of specialized services to the global asset management industry, particularly focusing on fund management and administrative solutions. They offer a comprehensive range of services, including risk management, regulatory compliance, and investment servicing tailored to meet complex client needs. Waystone operates as an authorized corporate director and provides ESG solutions, ensuring that their clients can navigate the evolving regulatory landscape effectively.

📋 Description

• Identify and research potential clients in the asset management and financial services industries using tools such as LinkedIn Sales Navigator, Salesforce and industry databases, such as Prequin or Lusha • Conduct high-volume outbound activities, including cold calls, emails through Hubspot Sales and social media engagement, to connect with prospective clients and schedule meetings for BD Account Executives • Nurture inbound marketing leads by lead qualification process through emails and discovery calls • Qualification: Qualify inbound and outbound leads by assessing their needs, budget, and fit with Waystone’s services, ensuring high-quality opportunities are passed to the sales team • Maintain accurate and up-to-date records of all leads, activities and interactions in Salesforce to support efficient pipeline tracking & reporting • Work closely with the marketing and sales teams to align on target accounts, campaigns, and messaging to maximize lead conversion

🎯 Requirements

• Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent experience) • 3-5 years of experience in sales, lead generation, business development, or a customer-facing role, preferably in fund services • Excellent verbal and written English communication skills, with the ability to articulate complex solutions clearly • Comfortable with cold calling and engaging prospects across multiple channels (phone, email, LinkedIn) • Familiarity with CRM tools (e.g., Salesforce, HubSpot) and sales prospecting platforms (e.g., LinkedIn Sales Navigator, ZoomInfo) • Self-motivated with a strong work ethic and ability to thrive in a fast-paced, target-driven environment • Basic understanding of the asset management industry or financial services is a plus. • Curious, resilient, and eager to learn • A team player with a proactive attitude and a passion for building relationships.

🏖️ Benefits

• Health insurance • Pension • Holiday pay