Sales Development Representative (SDR)

Posted Yesterday
Hiring Remotely in United States
Remote
60K-70K Annually
Junior
Fintech • Software • Financial Services
The Role
Generate qualified pipeline through outbound prospecting and inbound lead follow-up. Build multi-touch outreach sequences, cold call daily, book meetings for AEs, maintain HubSpot CRM hygiene, use AI tools, and meet monthly qualified-meeting targets while staying current on employee benefits and financial wellbeing trends.
Summary Generated by Built In
About LearnLux

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment.

We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.

The Role

As a Sales Development Representative at LearnLux, you'll generate new business through outbound prospecting and inbound lead follow-up, building the pipeline that fuels growth. 

This role is for someone who's successfully done the SDR job before. You'll be measured on qualified meetings held.

This role is remote within the U.S. with an expectation of conference travel several times per year. This role reports to the Director of Sales.

What you’ll do
  • Research target employers and identify the right decision-makers within the ICP (ideal customer profile).
  • Build and execute multi-touch outreach sequences, continuously testing messaging to improve response and conversion rates.
  • Generate qualified pipeline by prospecting into target accounts through cold calls, personalized emails, and LinkedIn outreach. This role includes a daily cold call minimum. 
  • Respond quickly to inbound leads from marketing campaigns, content, and events.
  • Book qualified meetings for Account Executives and ensure smooth handoffs with strong context.
  • Consistently meet or exceed monthly targets for qualified meetings completed.
  • Maintain disciplined CRM hygiene in HubSpot. Log activity in real time, keep contact and company records accurate.
  • Stay current on the employee benefits and financial wellbeing landscape.
  • Use AI tools in your day-to-day work. 
You should bring
  • 1+ years of SDR/BDR experience, ideally in B2B SaaS. Experience selling to HR, Benefits, or Total Rewards buyers within HR tech or digital health is a strong plus.
  • Proven track record of meeting or exceeding outbound activity and qualified-meeting targets.
  • Excellent written and verbal communication skills, with the ability to craft personalized, compelling outreach.
  • Comfort and confidence with cold calling and multi-channel prospecting.
  • Experience with CRM and sales engagement tools (e.g., HubSpot, Apollo, or similar).
  • Strong research and organizational skills, with the discipline to manage a high volume of activity.
  • Coachable, resilient, and self-motivated. You welcome feedback and move fast without losing the details.
  • Passion for improving employees' financial wellbeing.
  • Experience using AI tools. 
LearnLux is a fit for you if you
  • Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow.
  • Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist.
  • Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward.
  • Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us.
  • Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here.
  • Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes.
  • Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate.
Benefits
  • Remote-first company structure
  • Medical, dental, and vision
  • 401(k)
  • Mental wellbeing (Talkspace)
  • Financial wellbeing (LearnLux)
  • Paid vacation and sick leave
  • Paid sabbatical after 5 years of service
  • A supportive, inclusive team culture
  • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology
Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!

The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor.

Salary Range
$60,000$70,000 USD

Skills Required

  • 1+ years of SDR/BDR experience, ideally in B2B SaaS
  • Proven track record of meeting or exceeding outbound activity and qualified-meeting targets
  • Comfort and confidence with cold calling; daily cold call minimum
  • Experience with CRM and sales engagement tools (e.g., HubSpot, Apollo, or similar)
  • Maintain disciplined CRM hygiene in HubSpot and log activity in real time
  • Excellent written and verbal communication; ability to craft personalized outreach
  • Strong research and organizational skills; identify decision-makers within the ICP
  • Coachable, resilient, self-motivated; able to move fast without losing details
  • Experience using AI tools in day-to-day work
  • Experience selling to HR, Benefits, or Total Rewards buyers within HR tech or digital health
  • Passion for improving employees' financial wellbeing
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The Company
HQ: Boston, MA
26 Employees
Year Founded: 2014

What We Do

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through key decision points across all life events.

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