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Sales Development Representative

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Backed by top investors including Andreessen Horowitz, Bill Ackmann, and Kindred Ventures, Heron Finance is unlocking the power of private markets. For decades, private markets have been the secret weapon of the biggest institutional investors. We believe technology can not only open access to this increasingly important asset class, but create a fundamentally better product—for everyone.

Our mission is about more than just investing, it's about unlocking potential. We envision a future system where anyone with a great idea can access the capital they need, and where any investor can participate, supporting that growth and sharing in its success.

We’re looking for a Sales Development Representative (SDR) who’s excited to start or grow their career in tech sales. You don’t need years of experience—we’ll teach you the tools, techniques, and strategies. What we do need is energy, curiosity, and the drive to learn.

As an SDR at Heron, you’ll be on the front lines reaching out to potential customers, learning the ropes of fintech sales, and helping us grow our impact across the lending industry.

This role is full time, preferably located in the Bay Area. Open to remote for the right candidate.

What you’ll be doing (i.e. job duties):

Research and identify potential small RIA clients
Reach out to prospects via email, phone, and LinkedIn to introduce Heron
Qualify leads and set up meetings for the Business Development Manager
Learn how to use tools like our CRM, LinkedIn Sales Navigator, and more
Work closely with the sales and marketing teams to improve outreach strategy
Gain hands-on experience in sales while learning about fintech

What we look for in you (i.e. job requirements):

2+ Years of relevant fintech or financial products sales experience
Series 7 License Required
Bachelor's degree or equivalent experience
Strong written and verbal communication skills
Positive attitude, high energy, and a desire to learn
Comfortable reaching out to new people and starting conversations
Organized and reliable with good time management
Interest in startups, technology, and/or financial services
Bachelor's degree or equivalent experience

Nice to Haves

Internship or work experience in sales, customer service, or marketing
Familiarity with CRMs like HubSpot or Salesforce
Interest in fintech, small business lending, or SaaS

Why Join Heron?

Competitive salary and equity package
Health, dental, and vision insurance
Flexible remote work culture
Team offsites 2-3 times a year

We aim to hire great people from a wide variety of backgrounds - not just because it’s the right thing to do, but because it makes our company stronger. People from all across the globe and all walks of life participate in our protocol, and we'd like our team to reflect that. If you share our interest in DeFi and our passion for promoting financial inclusion, we'd love to have you on the team.

Average salary estimate

$75000 / YEARLY (est.)

min

max

$60000K

$90000K

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What You Should Know About Sales Development Representative, Heron Finance

At Heron Finance, we're on a mission to revolutionize access to private markets, backed by industry giants like Andreessen Horowitz. We’re looking for a Sales Development Representative (SDR) to join our dynamic team. If you're energized by the thought of starting or growing your career in tech sales, this could be the perfect fit for you! You don’t need extensive experience because at Heron, we believe in nurturing talent and enthusiasm. We need someone who is curious and eager to learn the ins and outs of fintech sales. In this role, you'll be the frontline contact with potential customers, conducting research to identify small RIA clients and reaching out through emails, calls, and social media platforms like LinkedIn. Your main goal will be to qualify leads and schedule meetings for our Business Development Manager, which means you’ll gain invaluable hands-on experience in sales. You'll also learn to utilize tools such as our CRM and LinkedIn Sales Navigator while collaborating with our sales and marketing teams to refine our approach. Ideally, you have a background in financial products or fintech sales, along with a Series 7 License, and a Bachelor's degree. We foster a culture of positivity, energy, and ongoing learning. So if you’re comfortable engaging with new contacts and love the thought of diving into the world of financial technology, we want to hear from you! Plus, we offer competitive salaries, equity packages, health benefits, and a flexible work culture. Join us and become a part of something great as we unlock potential for everyone.

Frequently Asked Questions (FAQs) for Sales Development Representative Role at Heron Finance

What are the responsibilities of a Sales Development Representative at Heron Finance?

As a Sales Development Representative at Heron Finance, your primary responsibilities include researching and identifying potential small RIA clients, reaching out to prospects via various channels, qualifying leads, and setting up meetings for the Business Development Manager. Furthermore, you'll be learning to utilize CRM tools and working closely with sales and marketing teams to enhance our outreach strategies.