Sales Development

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THE POSITION:

The Sales Development Representative (SDR) role is intended to be an entry level position. SDRs are responsible for identifying and creating new qualified sales opportunities – powering the YCharts sales engine.  The SDR will manage the inbound lead activity, qualify active buying interest, and develop opportunities in prospect accounts.  The SDR will implement a prospecting process that will set the stage for effective sales follow-up.

The position offers an opportunity to work with amazing co-workers who are building a differentiated and compelling product.  We have a great work/life balance, quarterly team activities, and a casual working environment with professional work ethics.  Compensation includes a competitive base salary plus commission and 100% employer covered health, vision and dental insurance.

RESPONSIBILITIES:

 

  • Prospect, qualify, and develop accounts and inbound leads to create sales-ready meetings for the team 
  • Learn the YCharts product and competitive landscape so that you successfully manage and overcome prospect objections 
  • Interact with prospects via telephone and email 
  • Research accounts, identify key players, generate interest and develop accounts to stimulate opportunity

 

REQUIREMENTS:

 

  • Desire and willingness to spend a significant portion of the day cold-calling with energy and positive attitude 
  • Good interpersonal and phone skills 
  • A strong and determined work ethic 
  • Ability to work in a high-energy sales team environment 
  • Positive and energetic phone skills, excellent listening skills, strong writing skills 
  • Sales training and cold-calling experience is a plus 
  • A bachelor's degree in Finance, Business, or Economics is helpful along with a healthy curiosity of the financial markets

 

THE COMPANY:

YCharts – the fastest growing online financial data platform  – has quickly become a go-to solution for investment professionals, portfolio managers, and wealth advisors.   We are a venture-funded company with offices in Chicago and New York City.  The Sales Development Position is based in our Chicago office.

Our team’s backgrounds include work and education at Google, Tribune Company, Goldman Sachs, FactSet, the University of Chicago Booth School of Business, and The Wall Street Journal.  We are flexible with hours, vacation, dress, and career paths, but we have a passion for disrupting the financial software market. If this sounds like a good fit for you - and you meet the requirements - we strongly encourage you to apply.

Click here to learn more about working at YCharts.

To apply, please click "Apply Now" below and include a cover letter with a description of your interest in this position.

 

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Technology we use

  • Engineering
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RLanguages
    • TypeScriptLanguages
    • DjangoFrameworks
    • Node.jsFrameworks
    • HubSpotCRM

Location

Our River North office is our official headquarters. Hybrid team members enjoy an open floor plan, tons of natural light and a casual dress code with plenty of in-office perks like free lunch delivery, craft beer on tap, kombucha, cold brew, snacks and drinks.

What are YCharts Perks + Benefits

YCharts Benefits Overview

Chicago (River North) & NY (Chelsea) offices with flexible remote options
100% Employer-covered medical, dental & vision insurance
Flexible Spending Accounts (Healthcare and Dependent Care)
401(k) match
Paid parental leave
Discounted Pet Insurance
Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, Professional Education Days, and “Celebration Days”
DEI commitment
Continued education via “Starbucks and Study”
Opportunity to join committees (Educational committee, DEI committee, Social Committee, Women at YCharts, and more!)
Summer hours— we head out early during the warm months!

Culture
Volunteer in local community
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee-led culture committees
Summer hours
Flexible work schedule
Summer hours (early release at 2 pm) and flexible scheduling if needed.
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Women at YCharts
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Office Perks
Commuter benefits
YCharts offers pre-tax commuter benefits for all employees
Company-sponsored outings
Free daily meals
$20 for lunch 3x / week if in the office
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

All YCharters are provided the flexibility to work from wherever, whether it be the office, their home, an Airbnb out-of-state, or even the country! As long as they continue to achieve their goals, we’re leaving our flexible policy available.

For those who do want to come into the office, we moved into a brand new space and added a state-of-the-art air filtration system, a $20/day stipend for office lunches via Grubhub, new fun games, tons of snacks as well a massage chair in our peace room to regroup after a long call.

All remote YCharters are given the option of having monitors, a desk and tech equipment sent to their residence.

Lastly, and probably most importantly, we all know and felt the effects COVID had on our mental and physical health. To ensure the utmost well-being of all YCharters, we provide stipends for mental health needs, introduced additional sick days, added a “Celebration Day” where employees can enjoy an extra day of PTO, and implemented virtual team building exercises.

A new committee, “BuddY Program” was created to help new employees assimilate more easily (either virtually or in person) into our company culture. We’ve also enhanced our Support Structure Policy and Employee Assistance Program as well so all YCharters can rest easy when it comes to understanding mental health comes first.

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