Market Development Representative

About the role

In this position, you will be an essential part of our Sales team, focusing on engaging with prospective clients to understand their needs and effectively present our solutions. Your primary responsibility will be to generate interest and qualify leads, supporting the sales process from initial contact through to scheduled product demonstrations. This role offers an excellent opportunity to develop your sales skills within a dynamic environment, with comprehensive training and mentorship provided. You will work closely with experienced team members to learn best practices and contribute to the overall growth of the company. The position is on-site at our New York office, and you will be expected to participate actively in team activities and initiatives. Your efforts will directly impact our ability to expand our customer base and strengthen our market presence.

Key facts

What you'll do

• Meet and exceed established performance targets by engaging with potential clients and ensuring a positive experience throughout the sales process.
• Schedule qualified product demonstrations for the sales team by effectively communicating the value proposition to prospective clients.
• Reach out to leads through various communication channels, including email, phone calls, and other outreach methods, to generate interest and qualify prospects.
• designated CRM and sales engagement tools such as Salesforce, Outreach, and LeanData/BookIt to manage the lead pipeline, track interactions, and maintain accurate records.
• Conduct discovery calls to understand the specific needs, challenges, and priorities of potential clients, tailoring your approach accordingly.
• Prepare and follow up on outreach campaigns, ensuring timely and professional communication with prospects.
• Complete all required training programs, including onboarding and ongoing education, to stay aligned with company standards and product knowledge.
• Act as a company ambassador by promoting our vision, values, and culture through your interactions with prospects and team members.
• Participate actively in team meetings, training sessions, and company initiatives to foster a collaborative environment.
• Support the sales team by providing qualified leads and assisting in the transition from lead qualification to the sales process.
• Maintain a high level of product knowledge to confidently answer questions and address concerns from prospects.
• Collaborate with marketing and sales teams to refine outreach strategies and improve lead quality.
• Stay informed about industry trends, market conditions, and competitors to better position our solutions.
• Contribute to a positive team environment by sharing best practices and supporting colleagues.
• Be adaptable and open to feedback, continuously seeking opportunities to improve your outreach and engagement techniques.

Requirements

• Bachelor's degree or equivalent experience.
• Prior internship or entry-level experience in sales, customer engagement, or related fields is preferred but not mandatory.
• Familiarity with sales tools such as Salesforce, Outreach, and LeanData/BookIt is a plus but not required; training will be provided.
• Demonstrate a strong sense of urgency, curiosity, and motivation to achieve results.
• Ability to prioritize tasks effectively and stay organized in a fast-paced environment.
• Strong negotiation skills to engage inbound leads and handle objections professionally.
• Excellent verbal and written communication skills, with the ability to articulate value propositions clearly.
• Self-motivated and driven, with a competitive spirit balanced by a team-oriented mindset.
• Interest in capital markets and financial services industry.
• Proficiency in Microsoft Office applications, especially Outlook, Word, and Excel, with the ability to quickly adapt to new systems and tools.
• Must be authorized to work in the United States without requiring visa sponsorship now or in the future.
• Ability to work on-site at our New York office; this role is not remote or hybrid.

Nice to have

• Previous experience in sales, marketing, or customer service roles.
• Knowledge of the financial or capital markets industry.
• Experience with CRM and sales engagement platforms such as Salesforce, Outreach, or LeanData/BookIt.
• Familiarity with prospecting techniques and lead qualification processes.
• Basic understanding of the sales funnel and customer journey.
• Enthusiasm for learning about industry trends and market developments.

Skills & tools

• Excellent communication and interpersonal skills, capable of building rapport quickly.
• Strong organizational skills and attention to detail to manage multiple outreach campaigns effectively.
• Ability to learn new software and tools rapidly, including CRM platforms and outreach applications.
• Persuasive negotiation and objection-handling skills.
• Self-motivated with a proactive approach to reaching goals.
• Ability to work collaboratively within a team environment.
• Adaptability and openness to feedback for continuous improvement.

Practical notes

Please submit your application by [insert application deadline]. Ensure your resume highlights relevant experience and skills. The role requires on-site presence at our New York office; candidates must be authorized to work in the United States without visa sponsorship. We encourage candidates with a passion for sales and a keen interest in capital markets to apply. Our comprehensive training program will support your development in this role, and you will be part of a collaborative team committed to success. We look forward to reviewing your application and exploring how you can contribute to our growth.