B2B Sales Development Representative

Role Overview

Cognerium AI is looking for a B2B Sales Development Representative to build qualified sales opportunities with financial institutions.

The primary responsibility is to research target firms, identify the right decision-makers, reach out and nurture prospects, and schedule qualified meetings with Cogneriums leadership team.

Responsibilities

• Research and identify target wealth management firms, RIAs, banks, credit unions, broker-dealers, and other financial institutions.
• Identify key decision-makers, including CEOs, Presidents, Heads of Wealth, Digital, Technology, and Business leaders.
• Reach out through LinkedIn, email, phone, events, and other channels.
• Build relationships and consistently follow up with prospects until they are ready for a conversation.
• Qualify prospects based on business fit, need, decision-making authority, and interest.
• Schedule qualified meetings and product demonstrations with Cogneriums leadership team.
• Maintain accurate prospect, outreach, follow-up, and meeting information in the CRM.

What Were Looking For

• 13+ years of B2B sales, presales, business development, or lead-generation experience.
• Financial services, FinTech, WealthTech, banking, or wealth management experience preferred.
• Strong research, written communication, and relationship-building skills.
• Comfortable reaching out directly to senior/C-level executives.
• Persistent and disciplined with prospect follow-ups.

Primary Success Measure

Consistently generate qualified meetings with decision-makers at target financial institutions.