Sales Development Representative

We are looking for a highly motivated Sales Development Representative to join a fast growing private markets intelligence platform. The company provides data, analytics, and research used by private equity, venture capital, investment banks, and institutional investors to source deals, conduct due diligence, and track the global alternative assets market.

The SDR will play a key role in building the new business pipeline by identifying and engaging prospective clients across the private capital ecosystem. This role is ideal for someone looking to build a career in B2B SaaS, financial data, or fintech sales.

Key Responsibilities:

Pipeline Generation

Identify and prospect potential clients including:

• Private equity firms
• Venture capital firms
• Investment banks
• Asset managers
• Consulting firms
• Corporate strategy and M&A teams

Develop new business opportunities through:

• Outbound prospecting via phone, email, and LinkedIn
• Strategic account research
• Personalised outreach campaigns
• Event and webinar follow up

Qualification and Discovery

Engage senior professionals including:

• Investment analysts
• Associates and VPs
• Deal teams
• Strategy and corporate development leaders

Qualify opportunities by understanding:

• Current data and research tools used
• Deal sourcing and due diligence workflows
• Market intelligence needs
• Budget, timeline, and decision process

Collaboration with Sales

Work closely with Account Executives to:

• Book qualified discovery meetings
• Support account penetration strategies
• Develop targeted outreach for strategic accounts
• Maintain accurate pipeline reporting in CRM

Market Intelligence

Develop strong knowledge of:

• Private equity and venture capital ecosystems
• Alternative asset markets
• Investment workflows including deal sourcing and due diligence
• Competitive platforms and market data providers

Key Metrics

• Qualified meetings booked
• Pipeline generated
• Conversion of outreach to discovery calls
• Activity targets across calls, emails, and LinkedIn engagement

Candidate Profile

Experience

• 6 months to 2 years experience in a Sales Development Representative or Business Development role
• Experience in SaaS, fintech, data platforms, or financial services is advantageous
• Experience selling to financial institutions is a plus but not essential

Skills

• Strong communication and interpersonal skills
• High level of curiosity and commercial awareness
• Excellent research and account mapping abilities
• Resilient and comfortable with high volume outbound prospecting
• Ability to engage senior financial professionals

Personal Attributes

• Ambitious and motivated to progress into a closing sales role
• Highly organised and process driven
• Intellectually curious about financial markets and investment trends
• Collaborative and team oriented

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates