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Sales Development Representative, Private Market

AT Fidelity Investments
Fidelity Investments

Sales Development Representative, Private Market

Boston, MA

Job Description:

The Role

The Fidelity Private Shares team is growing and looking for a Sales Development Representative. The Team is focused on supporting the innovation economy through a robust equity administration platform. We offer solutions and capabilities that support companies, their employees, and community stakeholders during the entire corporate lifecycle. This role will be focused on supporting the growth and expansion of our business that services private companies and the start-up community.

We are looking for a talented individual that will be primarily responsible for prospecting and pursuing in-bound 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 outreach. Primary responsibilities include:

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  • Conduct high-volume prospecting to qualify leads through calls, emails, and social media
  • Generate new business opportunities by setting up meetings/demos for Account Executives
  • Achieve monthly quotes on meetings/demos/qualified opportunities scheduled
  • Maintain accurate and up-to-date records of all sales activities in the CRM
  • Collaborate with marketing to execute targeted campaigns and follow up on generated leads

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

  • Bachelor's Degree
  • Minimum of 2 years of working experience in sales or customer-facing roles; Prior SaaS Sales or financial services experience a plus
  • Goal-oriented with a track record of meeting or exceeding targets
  • Ability to work independently and as part of a team
  • Strong communication and interpersonal skills
  • Proficient in using CRM software and Microsoft Office
  • Knowledge of the industry and market trends a plus

Note: Fidelity will not provide immigration sponsorship for this position.

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 have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.

Certifications:

Category:

Sales Support
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Client-provided location(s): Boston, MA, USA
Job ID: Fidelity-2105685
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.