Portfolio Jobs

Description

This position is responsible for driving net new pipeline and revenue through the Business Development Representative (BDR) team while helping build and deliver a continuous learning program for the broader sales organization.

Key Responsibilities

• Hire, train, and manage a team of BDRs focused on high-volume outbound activity, inbound lead qualification, and opportunity identification.

• Develop and manage a strategic training program encompassing sales onboarding, ongoing certification, and continuous education.

• Establish best practices, tools, and processes for outbound prospecting and lead follow-up.

• Serve as the primary liaison for sales communications, facilitating weekly sales meetings, QBRs, and the global kickoff event.

• Manage the Sales Enablement Resource Center and oversee the implementation, training, and support of all sales tools.

• Collaborate with Sales and Marketing to build a systemic approach to lead generation that aligns with sales goals.

• Tailor outbound messaging, enablement content, and value selling methodologies specifically for the financial services vertical (credit unions, banks, insurance).

Qualifications & Skills

• 3+ years of experience leading, coaching, and developing sales talent or operating as a top performer in a Sales or Channel Enablement SaaS role.

• Strong preference for candidates with a background selling into or working directly within financial services (credit unions, banks, insurance companies).

• Experience delivering and facilitating sales training for small and large groups, both virtually and in-person.

• Advanced control of value selling methodologies and mandatory Salesforce.com experience.

• Strong problem-solving and analytical skills, with a significant advantage given to candidates possessing Revenue Operations (RevOps) or Sales Operations experience.

• Bachelor's degree or equivalent experience.

Cultural Attributes

• Self-Motivated: Thrives in a fast-paced environment and is excited to create new, innovative projects.

• Strategic Planner: Exceptional attention to detail for coordinating everything from virtual meetings to massive in-person events.

• Team-Oriented: Leverages resources effectively to review qualification approaches, maximize SQLs, and ultimately improve sales execution.

About Act-On

Act-On helps marketers orchestrate the full customer lifecycle — from first touch to long-term retention. We believe trust, not transactions, drives sustainable growth. Our platform enables highly personalized, continuous relationship-building at scale. We're now making a deliberate push into financial services, and we want the right product leader to help us earn that market.

Compensation:

The anticipated compensation for this position will be $100,000 annually (plus variable compensation). Compensation packages are based on a combination of factors, including the selected candidate’s skills, experience as well as internal and external equity.

What We Offer:

• Generous Medical, Dental and Vision Benefits
• Flexible time off
• Monthly wellness allowance
• Monthly commuter allowance
• Flexible Spending Accounts for health and child care
• EAP access for you and your immediate family
• 3 weeks paid parental leave on top of state paid family leave, (including for fostering & adoption)
• Paid time off to volunteer
• Disability Insurance
• Life Insurance

Culture:

Our values are active guidelines we attempt to live by every day — Put People First, Be Yourself, Do Your Best (Together), and Make It Better. We are working to ensure that all our people feel seen, respected, supported and connected at work, and we celebrate our differences for all the ways they make us stronger together.

In the spirit of those values and beliefs, we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race or ethnicity, national origin, gender identity or expression, sexual orientation, religion, socioeconomic status, disability, age, or veteran status. If you have a disability or special need that requires accommodation, please let us know.