As a Sales Development Representative (SDR) at Red Oak, you will be the first point of contact for prospective clients and play a critical role in driving pipeline growth for our sales organization. This role is ideal for a motivated, curious, and goal-oriented individual who thrives in a fast-paced SaaS environment. You will be responsible for identifying and qualifying new business opportunities, initiating conversations with key decision-makers, and setting the stage for successful sales engagements. This is a high-impact opportunity to launch or grow your career in enterprise software sales while contributing directly to Red Oak’s continued expansion in the financial services industry.
Key Responsibilities:• Research and identify potential clients within the financial services and compliance technology sectors.
• Conduct outbound outreach via email, phone, and social media to generate interest and schedule discovery meetings for Account Executives.
• Qualify inbound leads and assess their fit based on Red Oak’s ideal client profile.
• Collaborate closely with Marketing and Sales to align messaging, campaigns, and outreach strategies.
• Maintain accurate records of prospect interactions and pipeline activity in CRM systems (e.g., Salesforce).
• Stay informed on Red Oak’s product offerings, industry trends, and competitive landscape to effectively communicate value to prospects.
• Participate in regular training and coaching sessions to continuously improve outreach techniques, product knowledge, and sales skills.
• Support the sales team in achieving pipeline and revenue goals by consistently meeting activity and meeting-setting targets.
Skills & Qualifications:1–3 years of experience in a sales development, business development, or lead generation role, preferably in a SaaS or B2B technology environment.
Self-motivated, goal-oriented, and eager to learn. Comfortable with rejection and persistent in follow-up.
Familiarity with CRM systems (e.g., Salesforce), sales engagement tools, and LinkedIn Sales Navigator is a plus.
Collaborative mindset with a willingness to support team goals and contribute to a positive, high-performance culture.
Work Structure:
Red Oak values the energy and creativity that comes from working together in person. To support this cultural element, this hybrid role is based out of our Cedar Park HQ with a minimum of 3 days (Tuesday-Thursday) in the office each week.
Top Skills
What We Do
Red Oak’s Compliance Connectivity Platform unifies content creation, review, distribution, and supervision into a single, compliance-grade system built specifically for financial services. Powered by transparent, auditable AI, Red Oak streamlines marketing review workflows, reduces friction between compliance and marketing teams, and enables faster, compliant growth.
Once approved, content flows seamlessly through 4U for compliant distribution, engagement, and analytics—giving firms end-to-end visibility and control. Built by compliance experts and delivered with white-glove implementation and support, Red Oak helps firms stay audit-ready while moving faster with confidence.
Red Oak also offers modular solutions to further automate compliance operations, including attestations, forms review, gifts and non-cash compensation, regulatory inquiries, AML and fraud case management, and RFP review.
