Sales Development Representative, Saas Sales

:

The Role

The Fidelity Equity sales team is looking for a top-notch internal sales associate. This role is responsible for developing and qualifying B2B leads for prospective new capitalization table and equity compensation administration clients. Working independently to develop, target, and build a business plan for a national territory.

As an entry level institutional sales position, you will be primarily responsible for prospecting and pursuing inbound and outbound leads of prospective new capitalization table clients. Working in a team-based atmosphere, you will be responsible for identifying prospective leads in the venture capital ecosystem and prospecting venture-backed startups through thoughtful cold outreach. The role will include leading discovery calls with both outbound and inbound prospects to qualify opportunities; you will collaborate and develop positive relationships with our internal sales team to ultimately increase sales across our organization.

The Expertise We’re Looking for and The Skills You Bring

• Excellent written and verbal communication skills
• Bachelor's Degree
• Prior SaaS Sales or financial services experience
• Solid understanding of the capitalization table and equity compensation industries
• Resiliency
• Growing the number of capitalization table and equity compensation plans sold
• Owning outbound and inbound outreach
• Encouraging and strengthening business relationships with centers of influence (COI)
• Familiarity with sequencing and sales engagement tools such as Outreach, Yesware, Hubspot or Salesloft
• Possessing the desire to move into a commissioned base, Account Executive role
• Delivering and applying consistent sales process to effectively develop opportunities
• Uncovering new opportunities to present SPS products
• Use of Consultative Selling Skills or other advanced language skills shown in a previous role

The Team

Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. We have been a leader in servicing public companies for their equity administration needs for two decades and through our recent acquisition of Shoobx, Inc we have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.

Please see below for the salary range for work locations in Colorado only:

N/A

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

N/A

Please see below for the salary range for work locations in California only:

N/A

Please see below for the salary range for work locations in Washington only:

N/A

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.