Sales Development Representative

Responsibilities

• Generate pipeline through inbound follow-up and outbound prospecting
• Qualify and route leads via first-touch discovery and assessment
• Execute targeted outbound plays using email, phone, and LinkedIn
• Maintain clean CRM data and track activity rigorously
• Iterate messaging, sequences, and channels to improve conversion
• Leverage AI tools to research accounts and craft personalized outreach

Requirements

• 1+ years in a BDR role or high-cadence customer-facing role
• Strong written and verbal communication skills
• Ability to handle discovery and objections
• High ownership, organization, and ability to thrive in ambiguity
• Familiarity with CRM and sales engagement tools (e.g., Salesforce, HubSpot)

Preferred Qualifications

• Experience selling into SMB, Mid-Market, or Enterprise segments
• Experience partnering with Account Executives on account strategy
• Comfort using intent signals and AI tools for personalization

Benefits

• Competitive pay and equity
• Premium healthcare, dental, and vision insurance
• 401k savings plan with 4% match and immediate vesting
• 16 week paid parental leave
• Professional growth and annual L&D budget
• One month work from anywhere policy

About the Company

Hazel is building the AI engine for wealth management to unlock growth and efficiency for financial advisors. As part of Altruist, Hazel aims to make financial advice better, more affordable, and accessible to all.