Reports To: Senior Business Development Manager
Location: LONDON (WFH 2/OFFICE 3 Days)
Who are Fundpath:
Launched in 2021, Fundpath is a critical data and business intelligence service for the wealth and asset management industry. Fundpath supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the whole investment ecosystem.
We are a forward-thinking business that is passionate about data, insight and innovation that supports the industry and communities we serve. At the centre of Fundpath is our dedicated team, all contributing to help build a great and enduring business.

JOB SUMMARY:

Our Sales Development Representatives (SDR) are the first point of contact for the vast majority of our new business opportunities. You will be responsible for leveraging sales and marketing tools to research, prospect and qualify ideal client personas to set-up product demos for the Business Development Manager (BDM) team.
The role is key to the development of Fundpath’s UK commercial strategy. The SDR will work directly with the Sales and Account Management teams to support key business objectives.

• Leverage leading-edge sales and marketing tools to research and identify potential B2B leads
• Perform high volume outbound prospecting through email- campaigns, cold-calls, events and research tools such as LinkedIn or Salesforce
• Log, track, and maintain outbound activity
• Proactively set up meetings between qualified leads and the commercial team
• Develop a strong understanding of Fundpath to provide high-level introduction to prospective clients
• Connect with prospects through written and verbal communication
• Work closely and regularly with BDMs to understand prospect needs, and for continued knowledge development
• Prospect into accounts, searching for key points of contact
• Strive for daily, weekly, and monthly demo goals, while providing excellent experience for prospective customers
• Create outreach strategies for new lead generation methods
• Conduct market research to identify new leads
• Support senior sales teams and BDMs on client product demos and presentations