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Key skills for this role
We’re looking for a driven Business Development Representative (BDR) who can both build pipeline and close smaller-sized deals. You’ll own the top of the funnel; prospecting, qualifying, and booking meetings and you’ll also take qualified opportunities to close for lower-tier accounts. This role bridges outbound prospecting and transactional sales, helping accelerate revenue while freeing senior reps to focus on larger strategic opportunities. You’ll play a critical role in growing Smartria’s market presence and ensuring a consistent flow of qualified leads through outbound and inbound channels.
Smartria is the compliance-automation platform built for registered investment advisers. We’re building a modern, high-performance platform centered on a React + Python services architecture in AWS, with first-class accessibility, observability, and security. If you love designing clean APIs, crafting great UI, and shipping production systems that scale, you’ll feel at home here.
We’re looking for a driven Business Development Representative (BDR) who can both build pipeline and close smaller-sized deals. You’ll own the top of the funnel; prospecting, qualifying, and booking meetings and you’ll also take qualified opportunities to close for lower-tier accounts. This role bridges outbound prospecting and transactional sales, helping accelerate revenue while freeing senior reps to focus on larger strategic opportunities. You’ll play a critical role in growing Smartria’s market presence and ensuring a consistent flow of qualified leads through outbound and inbound channels.
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Develop a deep understanding of Smartria’s compliance platform, the RIA market, and the regulatory challenges faced by advisors
Deliver compelling demos of Smartria’s compliance management platform
Draft proposals, negotiate contract terms, and coordinate with client success for a smooth transition for lower-tier accounts
Maintain accurate, up-to-date opportunity records and forecasts in CRM (HubSpot)
Work with Customer Success to ensure seamless handoff post-close
Feed prospect feedback to management and engineers to refine messaging, pricing, and feature roadmap
1 to 2 years in a sales or BDR role (SaaS experience preferred)
Proven ability to meet or exceed activity and pipeline creation goals
Strong written and verbal communication; comfortable leading demos and handling objections
Self-motivated, organized, and resilient; able to thrive in a high-performance, growth-oriented environment
Familiarity with compliance workflows, regulatory technology, or wealth management software is a plus.
The base salary range for this role is $60,000 to $70,000 plus commission
Mission-driven company making compliance easier and more effective for RIAs.
Collaborative, remote-first team culture that values initiative and accountability.
Health, dental, and vision benefits, plus unlimited PTO and paid holidays.
Career growth opportunities within a fast-growing SaaS company.
Compliance management software for registered investment advisers.
Visit company websiteJobs and hiring trendsUSD 60000-70000 yearly / year
Full-time
Entry · 1+ years experience
Remote
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