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Sales Development Representative (SDR)

Experience: 2-3 Years | Location: Chicago, IL

We’re looking fora Sales Development Representative to join our Chicago office. Your primary responsibility is to help turn leads into qualified opportunities by partnering with marketing and sales to create and execute on program and outbound lead generation campaigns. This position requires heavy outbound phone calling, qualification, consultative selling skills, and tight collaboration with the Account Executives to generate new opportunities. The SDR will be expected to report on qualification and call activity and stay throroughly informed on all products and the financial advice and SaaS industries in general.

This is not a silo position. We want a collaborative and energetic individual that can contribute to the sales and marketing teams, work in a dynamic environment, deliver messaging and product feedback into the marketing and product organizations, and work proactively to drive overall sales performance.

    • Develop opportunities for the sales team from prospecting and marketing generated leads
    • Identify key players, researching and obtaining business requirements, and presenting solutions to begin sales cycle
    • Profile strategic accounts identifying key individuals, researching and obtaining business requirements and presenting solutions to start the sales cycle
    • Interact with prospects via telephone and email with a high attention to detail
    • Consistently achieve qualified opportunity quotas to ensure territory revenue objectives
    • Develop and execute on a strong prospecting plan of attack, including email and call scripts
    • Track all relevant qualification and lead management activity using Hubspot
    • Quickly learn the Practifi product, effectively communicate the value proposition and be able to react to objections and competitive questions
    • Research accounts, identify key players, generate interest and develop accounts to stimulate opportunities
    • Disseminate opportunities to appropriate AE, educating rep as necessary about the opportunity
    • Drive attendance for webinars and live seminars, set meetings for conferences
  • 2-3 years of proven excellence in business development, inside sales and/or sales
  • Experience in SaaS sales is strongly desired
  • Experience using Hubspot or comparable CRM strongly desired
  • Experience in the financial advice or related industries would be a strong plus
  • Strong understanding of SDR and lead development best practices and procedures
  • Proven ability to perform successfully given low oversight and limited process
  • 100% reliable and detail-oriented. A drive to execute flawlessly.
  • Positive can-do attitude and tireless work ethic. Driven and self-sufficient.
  • Must live and breathe startups with broad responsibilities, crazy busy, dynamic environment, lots of responsibility and lots of fun
  • Health Insurance Benefits
  • Dental Benefits
  • Vision Benefits
  • Flexible Spending Account (FSA) or Healthcare Savings Account (HSA)
  • Disability Insurance
  • Life Insurance
  • Generous PTO including vacation, sick, and personal days
  • Family Medical Leave (FMLA)
  • Flexible Work Schedule
  • Paid Holidays
  • Laid-back office, casual attire
  • Modern, open office floor plan
  • Monday breakfast & Thursday happy hour
  • Flavored water on tap
  • Cold-brew coffee on tap
  • Office snacks & fruit
  • Company outings
  • On-site gym
  • Job training/conference stipend
  • Commuter Benefits

This is a permanent, full-time position based in Practifi’s Chicago office. 

Practifi’s success as a business management platform depends on a strong commitment to diversity, equity, and inclusion. As an equal opportunity employer, we welcome applicants from all backgrounds. Women, people of color, members of the LGBTQ+ community, individuals with disabilities, and veterans are strongly enouraged to apply. 

Interested in the role? Apply today!

Send your resume and cover letter to, or apply on LinkedIn. We’ll be in touch if your profile is a good fit for the role.