SDR Lead

GReminders is an award winning AI Powered End to End Meeting Management Platform built for Financial Services. US News & World Report Named it Best Text Messaging Service for 2024.

GReminders is uniquely positioned in the market as the only full solution for the Meeting Lifecycle in our vertical with deep integrations to systems Financial Firms use everyday.

About GReminders

GReminders is a leading AI-powered platform revolutionizing meeting management for financial professionals. We provide an all-in-one solution for automated scheduling, reminders, AI notetaking, and seamless CRM integrations, helping advisors save hundreds of hours annually by eliminating manual workflows and reducing no-shows.

Our FINRA-compliant tools are trusted by top wealth management firms to streamline client interactions, automate follow-ups, and enhance productivity in the FinTech and advisor tech space. Headquartered in California with a focus on innovation and user success, we're growing rapidly and empowering financial advisors, accountants, and sales teams to focus on what matters most: building relationships and driving growth.

Job Summary

We're seeking a dynamic SDR Team Lead to join our sales organization as we expand our reach in the FinTech ecosystem. This hybrid role splits your time evenly between leading a small team of Sales Development Representatives (SDRs) and actively prospecting enterprise-level accounts.

Reporting directly to the Director of Sales, you'll play a key part in scaling our outbound efforts, coaching your team to success, and closing high-value deals with financial institutions, wealth management firms, and advisor tech enterprises. If you thrive in a cold-calling culture, understand financial markets, and have a knack for building high-performing teams, this is your opportunity to make an impact at a fast-growing FinTech company.

Key Responsibilities

Team Leadership (30% of Time)

• Manage and mentor a team of 3 SDRs, providing hands-on coaching, performance feedback, and development plans.
• Monitor and review cold calls, emails, and outreach strategies to ensure alignment with best practices and company goals.
• Conduct regular one-on-ones, team huddles, and training sessions to improve skills in lead generation, qualification, and objection handling.
• Track team metrics and collaborate with the Director of Sales to optimize processes and hit quotas.

Prospecting (70% of Time)

• Act as a "hunter" for enterprise accounts in the FinTech space, targeting financial advisors, wealth management firms, and related organizations.
• Execute high-volume outbound activities, including cold calling, personalized email campaigns, and LinkedIn outreach to generate qualified leads.
• Qualify prospects by understanding their pain points in scheduling, client management, and CRM workflows, positioning GReminders as the ideal solution.
• Collaborate with account executives to hand off opportunities and contribute to pipeline growth.

Qualifications

• 3+ years in outbound sales development (SDR/BDR roles), with proven cold calling and cold email success.
• Experience in SaaS, FinTech, or financial services environments.
• Understanding of advisor tech and the FinTech ecosystem (e.g., CRMs like Salesforce, Redtail, or Wealthbox).
• Proven track record in cold calling and outbound sales, with a hunter mentality and ability to thrive in a high-energy, metrics-driven environment.
• Experience managing or leading small teams, including coaching on calls and outreach strategies.
• Comfortable delivering direct, constructive coaching and feedback.
• Excellent communication skills, with the ability to build rapport quickly and handle objections effectively.
• Familiarity with sales tools (e.g., Apollo, Pipedrive, LinkedIn, etc.).

What We Offer

• Competitive base salary plus commission and performance bonuses.
• Comprehensive benefits package, including health insurance, 401(k), and remote work flexibility.
• Opportunities for professional growth in a collaborative, innovative culture focused on user success and automation.
• Access to cutting-edge tools and ongoing training to stay ahead in FinTech sales.
• A chance to contribute to a mission-driven company that's transforming how financial professionals operate.

Culture

• Work from anywhere — just get it done.
• Open, honest, and transparent culture.
• Come join us for a fabulous adventure!

To Apply please email to: [email protected]

(No Recruiters Please)