Sales Development Support Specialist

| **Reports To** | VP of Sales |
| **Location** | Philippines (Remote) |
| **Employment Type** | Full-Time |
| **Work Hours** | Overlap with US Eastern Time (8:00 AM – 4:00 PM ET preferred) |

---

## About the Role

We are a Snowflake-native data infrastructure platform serving wealth management firms including RIAs, broker-dealers, family offices, and TAMPs. We are building a world-class revenue team and looking for a Sales Development Support Specialist to provide critical operational leverage to our US-based sales organization.

This role powers the sales development and account executive team by handling the research-intensive and repetitive elements of prospecting and outreach. You will use AI-assisted workflows — specifically Claude — to generate high-quality prospect lists, craft personalized outreach sequences, and prepare meeting materials so that our frontline sellers can focus on live conversations and closing.

This is not a traditional SDR role. You will not be making cold calls or running discovery meetings. You are the engine behind the team's outbound motion — the person who makes every rep more effective by delivering better data, sharper messaging, and more qualified opportunities.

---

## Key Responsibilities

### Prospect Research & List Building

- Build and maintain targeted prospect lists using LinkedIn, industry databases, conference attendee lists, and web research.
- Enrich prospect records with firmographic data (AUM, custodian, tech stack, advisor headcount) and technographic signals.
- Maintain clean, segmented prospect lists across territories with no overlap or duplication between sales tea ---------- mbers.
- Monitor intent signals including job changes, company news, M&A activity, funding rounds, and technology announcements that create timely outreach opportunities.

### Outreach & Sequence Management

- Draft personalized outreach sequences (email and LinkedIn) using Claude, tailored to each prospect's firm type, tech stack, and likely pain points.
- Create multiple message variants for A/B testing across subject lines, value propositions, and calls to action.
- Manage HubSpot sequences and ensure cadences are running on schedule, follow-ups are triggered, and responses are routed to the appropriate sales tea ---------- mber.
- Track and report outreach performance metrics weekly: open rates, reply rates, meeting conversion rates, and sequence effectiveness.

### Meeting Preparation & Post-Meeting Support

- Research prospects before every scheduled meeting and prepare one-page briefing documents including company overview, decision-maker profiles, current technology stack, competitive landscape, and potential pain points.
- Summarize call recordings using Claude, extract key action items, and update HubSpot records with accurate meeting notes.
- Ensure all follow-up tasks fro ---------- etings are logged, assigned, and tracked to completion.

### CRM & Data Management

- Maintain accurate and complete prospect and opportunity records in HubSpot.
- Ensure every touchpoint, email, and meeting is logged and attributed correctly.
- Flag data quality issues and proactively clean records on a recurring basis.

---

## Required Qualifications

- 1+ years of experience in sales development support, lead generation, market research, or a comparable operations role.
- Strong research skills with demonstrated experience using LinkedIn, company databases, and web-based research tools.
- Excellent written English with the ability to write natural, conversational, and professional outreach copy that does not read as templated or automated.
- Demonstrated proficiency with Claude or similar AI tools for content generation, research synthesis, and data enrichment. AI-assisted execution is a core expectation of this role, not a bonus skill.
- Experience with HubSpot or comparable CRM and email sequencing platforms.
- High attention to detail and the ability to manage large datasets accurately without supervision.
- Self-directed work style with the ability to manage priorities, meet deadlines, and communicate proactively across time zones.

---

## Preferred Qualifications

- Experience prospecting into B2B SaaS or financial technology companies.
- Understanding of the RIA, broker-dealer, TAMP, or wealth management technology landscape.
- Experience with LinkedIn Sales Navigator for advanced prospecting and lead filtering.
- Familiarity with data enrichment tools such as ZoomInfo, Apollo, Clearbit, or similar platforms.
- Experience working with or supporting US-based sales teams in a remote, cross-timezone capacity.

---

## What Success Looks Like

| Timeframe | Expected Outcomes |
|---|---|
| **First 30 Days** | HubSpot and internal tools mastered. First prospect lists built and approved. Shadowed sales calls to understand our value proposition and buyer personas. |
| **60 Days** | Running outreach sequences independently. Delivering pre-meeting briefs for all scheduled prospect calls. Outreach metrics tracking established and reporting weekly. |
| **90 Days** | Fully embedded in the sales workflow. Prospect pipeline consistently fed with enriched, segmented leads. Measurable contribution to meetings booked and pipeline generated. |

---