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:
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Prospect, qualify and develop accounts and inbound leads to create sales-ready meetings for the sales team
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Learn the YCharts product and competitive landscape so that you successfully manage and overcome prospect objections
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Interact with prospects via telephone and email
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Research accounts, identify key players, generate interest and develop accounts to stimulate opportunity
ESSENTIAL QUALIFICATIONS AND SKILLS:
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Desire and willingness to spend a significant portion of the day calling with energy and positive attitude
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A bachelor's degree in Finance, Business, Economics or similar
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Must demonstrate a healthy curiosity about the financial markets
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Good interpersonal and phone skills
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A strong and determined work ethic
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Ability to work in a high-energy sales team environment
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Positive and energetic phone skills, excellent listening skills, strong writing skills
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Sales training and cold/warm calling experience is a plus
JOB PERKS:
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Competitive salary
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Full medical and dental insurance coverage
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Plenty of paid vacation time
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Spacious office in River North Chicago
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Fridge stocked with food and drinks
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Quality coffee supply
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Craft beer, Kombucha and cold brew on tap
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Company outings such as Happy Hours, Cubs Games and Whirlyball
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Regular continued education via “Starbucks and Study”
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Opportunity to join kickball, softball, flag football and bowling leagues
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Company-wide incentives including Summer Hours and Seamless dinner credits
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Relaxed company culture