Sales Development Representative

San Francisco CA
30+ days ago

Job Description

The Company:
Preqin is an award-winning, independent, research company providing data and intelligence to the financial industry. Investment professionals use Preqin’s online products to obtain key information for business-critical decision-making. Preqin’s clients include fund managers, legal firms, institutional investors, financial advisors and placement agents.
Primarily a data company; Preqin is also a fast-moving fintech with a strong growth record and a world-wide staff base. Owned by our founder, directors and employee shareholders, we care passionately about our customers, brand and the employees that make it all happen.

Role Overview:
Business Development at Preqin is the engine that drives our growth and our Sales Development department is the beating heart of that engine. Our Sales Development Representatives are the first point of contact for the vast majority of our new business opportunities. This is a highly visible role that makes a direct and significant impact in our business. Additionally, the Sales Development Representative role provides boundless opportunities for both personal and professional growth. The Sales Development team serves as a launchpad to accelerate your career at Preqin. For those driven to exceed expectations, career paths at Preqin are endless.
Roles and Responsibilities:

  • Leverage leading-edge sales and marketing tools to research and identify ideal personas to prospect
  • Perform high volume outbound prospecting through emailing campaigns, calls and research tools such as LinkedIn or Salesforce
  • Schedule and proactively set up meetings between qualified leads and Sales Executives
  • Act as consultants - our clients appreciate the value of our data for their needs, so we take the time to understand those needs and address them head on
  • Connect with prospects through written and verbal communication
  • Work closely with account executives to understand prospect needs, and for continued knowledge development
  • Prospect into accounts, searching for key points of contact
  • Strive for daily, weekly, and monthly demo goals, while providing excellent experience for prospective customers
  • Create outreach strategies for new lead generation methods
  • Conduct market research to identify new leads
  • Support senior Sales teams and Account Executives on outbound strategies and lead generating efforts
Key Requirements for this Role:
  • Have a strong work ethic and are eager to learn and make new connections with prospects
  • Naturally and highly curious - ask thorough and pointed questions, guiding potential clients through needs analysis and discovery sessions to qualify the lead and drive new opportunities
  • Stellar and professional communicators, both verbally and in their written works
  • Possess strong negotiation skills and can effectively close leads
  • Self-motivated, dedicated, and driven to succeed
  • Love to meet and exceed goals on a daily, weekly and monthly basis
  • Team players with entrepreneurial spirits - come up with and are willing to try new ideas to achieve greater levels of success
  • Interested in financial markets or services, particularly private equity and venture capital
  • Generally, have internship experience or one (1) year of professional work experience, ideally in finance or sales (Not required)
Company Benefits:
Preqin offers a competitive remuneration package
  • 401k with 100% company match up to 10% with a 6-month waiting period
  • Health, Dental, Vision and Life Insurance- on an individual only basis, starting on the first day of the month with a $1 monthly contribution
  • Sponsored study to undertake professional training or to gain qualification relevant to your career progression such as CAIA or CFA
  • 19 days paid annual leave + 10 federal holidays (pro rata’d dependent on your start date) + 7 sick days
  • Employee referral bonus program
  • Commuter and Transit benefits
  • Maternity (12 Paid weeks) Paternity (2 Paid Weeks)
  • Free coffee and tea
Our Company Values:
At Preqin we’re driven by our values: everything we do is in line with the six guiding principles we have set for ourselves.
  • Quality Data and Solutions, Comprehensive Coverage: Preqin is the first port of call for alternatives data, research and tools.
  • Customer Centricity: Our customers are the central focus of Preqin.
  • Objectivity: Preqin is data led and impartial.
  • Innovation: Preqin sits at the forefront of the dynamic alternatives industry.
  • Collaboration: Effective communication is essential to our success.
  • Personal Development: Our business is built as much on our people as it is on our data and solutions.
Our Shared Culture
Preqin is a fast-growing company, but we are passionate about keeping an entrepreneurial spirit at the heart of everything we do. Our aim is to deliver for our customers, but as one united, progressive, and successful team. Today, our more than 700 peopleglobally share six core values. We strive for quality and put our customers first. We are objective, and we innovate, collaborate, and invest in our personal development. We also have fun together. We hold social events, play sports, and celebrate our shared successes.

Preqin Inc is committed to a policy of equal employment opportunity for all employees and applicants for employment, without regard to race, color, religion, sex, pregnancy, childbirth, sexual orientation, gender identification, national origin, ancestry, age, marital status, physical or mental disability, medical condition, genetic information, citizenship status, veteran status or any other legally protected category, in accordance with applicable federal, state and local law.


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