Personetics is the global leader in financial data-driven personalization, enabling financial institutions to forge deeper relationships by enhancing clients’ financial wellness and helping them make smarter decisions. Personetics reaches 135 million customers across 35 global markets while serving more than 130 financial institutions. Personetics’ AI analyzes financial data in real-time to understand customer financial behavior, anticipate needs, and deliver a hyper-personalized experience with day-to-day actionable insights, personalized recommendations, product-based financial advice, and automated financial wellness programs. The company has offices in New York, London, Singapore, São Paulo, and Tel Aviv.
We're looking for a Sales Development Representative to lead our North America Market top-of-the-funnel activities. You will be required to combine strong communication skills with an ambitious, goal-oriented approach to business development. By combining inbound and outbound activities, you will support the NA sales funnel by generating new business opportunities.
- Booking qualified meetings for Account Managers to generate top-of-funnel opportunities.
- Identification, qualification, and nurturing of inbound leads
- Plan and execute outreach efforts, including call scripts, email correspondence, pitches, and other outreach materials.
- Develop and deliver Personetics' value propositions and differentiation strategies
- Ensure accurate data entry, tracking, and maintenance using CRM, Salesforce, and SalesLoft.
- Conduct market research, provide feedback, and share knowledge.
- Develop and grow new business relationships with influential focal points
- Develop territory plans in conjunction with Account Executives
- Establish a clear and defined qualification process
- A minimum of 2+ years of experience in B2B BDR/SDR Enterprise
- Finance, banking, and fintech experience are a plus
- Proven track record of generating new business opportunities for enterprise customers
- Native English speaker is a must
- An ambitious, results-oriented, structured, and data-driven individual with great communication skills
Personetics is offering an attractive salary package and benefits which includes a base range of $65,000 USD - $80,000 USD for a Full-Time Employee plus Commission, Medical Insurance, Health & Life Insurance, 401K and vacation days.
