Sales Development Representative
Role Overview
This Sales Development Representative role involves identifying potential customers, researching their financial needs, and driving meetings through outbound emails and phone calls. As a junior to mid-level position on the Membership team, you will facilitate the sales funnel by connecting clients with financial advisors and improving lead generation strategies, directly impacting customer acquisition and team efficiency.
Perks & Benefits
The role is remote-first with a supportive and collaborative team culture, offering competitive salary, equity packages, health and life insurance, and a 401k. Benefits include paid vacation, sick time, parental leave, and other leave options, with flexibility typical for remote tech jobs, likely requiring alignment with standard business hours in the U.S. for team coordination.
Full Job Description
Overview
Compound is a wealth management platform for people from leading technology companies.
We’re looking for a motivated and personable Sales Development Representative (SDR) to join our Membership team. You will spend each day talking to potential members about the benefits of Compound. You’ll also spend time on your own finding creative ways to bring in more members.
What You’ll Do:
Identify potential customers and research their financial needs
Drive customer meetings for financial advisors through outbound emails and phone calls
Identify the needs of prospects, and suggest appropriate resources and next steps
Facilitate the experience through our sales funnel, ensuring client needs are met as they’re connected with Financial Advisors, tax professionals, and other members of our team
Conduct ad hoc projects that improve Compound's lead generation playbook
Required Competencies and Skills:
Strong written and verbal communication skills
Openness to coaching and training
A self-starter with strong organizational skills and attention to detail
Demonstrated ability to work collaboratively with a team
Proficient in Salesforce and other relevant sales tools
Experience in wealth management and personal finance
Experience working directly with high-net worth individuals, preferred
Why You’ll Love Working at Compound:
Remote-first team
Amazing team culture of supportive, kind, and smart colleagues
Competitive salary and equity packages, plus health and life insurance and 401k.
Paid vacation, sick time off, parental leave, and other leave options
Disclaimers:
The Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
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