THE COMPANY:

YCharts enables its customers to make smarter investment decisions. Our cloud-based financial data and investment research platform provides investment advisors, wealth managers, and institutional and retail investors with comprehensive data, powerful visualization tools and advanced analytics. Growing at greater than a 50% CAGR over the past 3 years, YCharts has transitioned from a fintech startup to a 7-year-old, thriving growth company that offers investors a strong alternative to Bloomberg, at one-fifth of the price. With Morningstar as a lead investor, YCharts proudly services more than 3,000 firms, including industry-leading names such as TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley and Wells Fargo.

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 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.

WHAT YOU’LL BE DOING:

• Prospect, qualify and develop accounts and inbound leads to create sales-ready meetings for the sales 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

ESSENTIAL QUALIFICATIONS AND SKILLS:

• Desire and willingness to spend a significant portion of the day calling with energy and positive attitude

• A bachelor's degree in Finance, Business, Economics or similar

• Must demonstrate a healthy curiosity about the financial markets

• 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/warm calling experience is a plus

JOB PERKS:

• Competitive salary

• Full medical and dental insurance coverage

• Plenty of paid vacation time

• Spacious office in River North Chicago

• Fridge stocked with food and drinks

• Quality coffee supply

• Craft beer, Kombucha and cold brew on tap

• Company outings such as Happy Hours, Cubs Games and Whirlyball

• Regular continued education via “Starbucks and Study”

• Opportunity to join kickball, softball, flag football and bowling leagues

• Company-wide incentives including Summer Hours and Seamless dinner credits

• Relaxed company culture