Sales Development Representative (SDR)

Summary

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. As a Sales Development Representative, you'll generate new business through outbound prospecting and inbound lead follow-up, building the pipeline that fuels growth.

Responsibilities

• Research target employers and identify the right decision-makers within the ICP (ideal customer profile)
• Build and execute multi-touch outreach sequences, continuously testing messaging to improve response and conversion rates
• Generate qualified pipeline by prospecting into target accounts through cold calls, personalized emails, and LinkedIn outreach. This role includes a daily cold call minimum
• Respond quickly to inbound leads from marketing campaigns, content, and events
• Book qualified meetings for Account Executives and ensure smooth handoffs with strong context
• Consistently meet or exceed monthly targets for qualified meetings completed
• Maintain disciplined CRM hygiene in HubSpot. Log activity in real time, keep contact and company records accurate
• Stay current on the employee benefits and financial wellbeing landscape
• Use AI tools in your day-to-day work

Skills

• 1+ years of SDR/BDR experience, ideally in B2B SaaS
• Proven track record of meeting or exceeding outbound activity and qualified-meeting targets
• Excellent written and verbal communication skills, with the ability to craft personalized, compelling outreach
• Comfort and confidence with cold calling and multi-channel prospecting
• Experience with CRM and sales engagement tools (e.g., HubSpot, Apollo, or similar)
• Strong research and organizational skills, with the discipline to manage a high volume of activity
• Coachable, resilient, and self-motivated. You welcome feedback and move fast without losing the details
• Passion for improving employees' financial wellbeing
• Experience using AI tools
• Experience selling to HR, Benefits, or Total Rewards buyers within HR tech or digital health is a strong plus

Qualifications

Must Haves

• 1+ years of SDR/BDR experience, ideally in B2B SaaS
• Proven track record of meeting or exceeding outbound activity and qualified-meeting targets
• Excellent written and verbal communication skills, with the ability to craft personalized, compelling outreach
• Comfort and confidence with cold calling and multi-channel prospecting
• Experience with CRM and sales engagement tools (e.g., HubSpot, Apollo, or similar)
• Strong research and organizational skills, with the discipline to manage a high volume of activity
• Coachable, resilient, and self-motivated. You welcome feedback and move fast without losing the details
• Passion for improving employees' financial wellbeing
• Experience using AI tools

Nice to Haves

• Experience selling to HR, Benefits, or Total Rewards buyers within HR tech or digital health is a strong plus

Benefits

• Remote-first company structure
• Medical, dental, and vision
• 401(k)
• Mental wellbeing (Talkspace)
• Financial wellbeing (LearnLux)
• Paid vacation and sick leave
• Paid sabbatical after 5 years of service
• A supportive, inclusive team culture
• Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology