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Sales Development Representative

💼 Graduate Job


AI generated summary

  • You need a degree or relevant experience, proficiency with CRM systems, curiosity, strong communication skills, negotiation skills, teamwork mentality, motivation, and interest in financial markets. Ability to pick up new software quickly is a must.
  • You will reach out to prospects, book demos, and drive deal closure by understanding client needs, documenting interactions, and collaborating with Outside Sales. Participate in company projects and initiatives to support the company's vision and values.

Graduate Job

Sales & Business DevelopmentSeattle


  • Sales Development Representatives (SDRs) work diligently to engage incoming leads and prospect potential new business. Sales Development Representatives contribute to the delivery of our overall sales goals by engaging warm leads through consistent call and email outreach to book product demos. They will also improve prospect information stored in PitchBook’s CRM through consistent documentation of all prospect or client interactions.


  • Bachelor’s degree or equivalent work experience
  • Prior internship experience or one year of work experience, ideally in finance or sales
  • Prior experience with Salesforce or similar CRM preferred
  • Love to prospect – you will act as the engine of our Sales team by warming up leads to be shared with Outside Sales
  • Ability to operate with a strong sense of urgency and deliver results
  • Demonstrate curiosity with a positive attitude
  • Demonstrate prioritization skills to handle the large volume of leads efficiently
  • Excellent verbal and written communication skills
  • Possess strong negotiation skills and can effectively close leads
  • Team player with entrepreneurial spirit and the desire to try new ideas in order to achieve greater levels of success
  • Self-motivated, persistent and goal-oriented attitude and can work effectively as an individual or as part of a team
  • Interested in financial markets or services, particularly private equity and venture capital
  • Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

Education requirements


Area of Responsibilities

Sales & Business Development


  • Achieve daily, weekly, and monthly outreach goals including demo and call volume while providing an excellent experience for prospective clients
  • Connect with your primary inbound prospect pipeline through written and verbal communication to book demos that show off the PitchBook product offering and drive deal closure
  • Prospect leads provided by Marketing and search for key points of contact by using the PitchBook Platform
  • Drive engagement with prospects through personally crafted sequences and/or marketing provided materials via Highspot
  • Utilize Outreach to assist in regular and timely communication with potential clients
  • Document details of each prospective client interaction in Salesforce to improve the customer experience and drive deal closure
  • Act as a consultant to prospects by seeking to understand their needs and business priorities
  • Guide potential clients through needs analysis and discovery sessions to qualify the lead and drive new opportunities
  • Work closely with Outside Sales to learn about the need of our clients and the end-to-end sales cycle
  • Consistently follow-up on prospective client inquiries
  • Support the vision and values of the company through role modeling and encouraging desired behaviors
  • Participate in various company initiatives and projects as requested


Work type

Full time

Work mode