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Sales Development Representative

Orion Advisor Technology

Orion Advisor Technology

Sales & Business Development
Multiple locations
Posted on Thursday, February 8, 2024

About this Opportunity:

As a Sales Development Representative (SDR), you will be responsible for qualifying leads into the most appropriate sales funnel or ensuring the lead is placed into the most appropriate marketing funnel for ongoing nurturing. The SDR is also responsible for working trial opportunities by 1) ensuring the user converts to a paying customer, and 2) ensuring trial opportunities are identified for additional Orion Technology or Wealth Management products. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Omaha, NE, Berwyn, PA, Sacramento, CA, Hebron, KY, Chandler, AZ, Provo, UT, or Idaho Falls, ID.

In this role, you'll get to:

  • Work MQLs in a timely manner to qualify into sales funnel or return into marketing funnel

  • Work technology trials to convert them to paying customers, while offering a consultative approach to qualifying them into a sales funnel or into a new marketing funnel

  • Maintain a high competency of the solutions offered by Orion across Technology and Wealth Management including Portfolio Accounting, Compliance, CRM, Risk, Custom Indexing, TAMP, Wealth Advisory, RIA Services/OCIO

  • Become proficient in managing a lead pipeline by supporting activities that include inbound and outbound calls and emails

  • Consistently achieve KPIs and goals assigned, including inbound/outbound calls, scheduling, and lead conversion

  • Represent the company’s products and services, using comprehensive knowledge as well as consumer research to explain how our solutions meet customer needs

  • Collaborate with sales and marketing teams by bringing innovative lead generation ideas to help create more lead flow

We're looking for talent who:

  • Has ability to adapt quickly to changes in marketing content

  • Has ability to use digital solutions to engage with contacts to execute job

  • Possess ability to accept rejection while remaining and effective communicator

  • Has proficient skills with Salesforce, Pardot, Highspot, Zoom, SalesOS, Discovery Data, and other sales enablement solutions

  • Possess proficiency in navigating Orion’s tech stack including Portfolio Accounting, Compliance, CRM, and Risk

  • Has minimum of a bachelor’s degree in business administration or related field

  • Obtain Orion Industry Certification

  • Has minimum of 6 months of experience in customer service, sales or marketing

  • Has experience working with the Financial Services industry is preferred

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization




About Us

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.

Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.