Sales Development Representative

Job Title:                    Sales Development Representative (“SDR”)

Reports To:               Chief Development Officer            

Location:                    Remote                     

Salary Range:          $70-80k                    


The position of Sales Development Representative reports to the Chief Development Officer but primarily interacts with the Member Development Directors and Member Development Partners.  This individual plays a critical role in the development and execution of the firm’s new business goals by conducting the initial interaction with candidates to assess fit/viability and as appropriate to affect a smooth transition to the appropriate MDD/MDP.  The role includes lead generation follow-up, appointment setting, reporting & analytics, lead conversion and pipeline management. In conjunction with the MDD’s and MDP’s the successful candidate for this position will both drive and support activities related to assessing and nurturing TIGER 21 Member candidates by driving the initial portion of the candidate journey.  The ideal candidate will have a strong passion and appreciation for an effective and efficient sales process as well as thrive in a fast-paced, dynamic and performance-driven environment. Success will be determined by building interest and leading/moving prospects through the sales pipeline.


Other duties may be assigned

  • Communicate with candidates, primarily via email, phone to assess interest and fit as a TIGER 21 Member
  • Maintain knowledge of Chairs/Groups to assess likely best fit for candidates pursuing Membership in markets with more than one Chair/Group
  • Facilitate a smooth transition for candidate to appropriate MDD/MDP
  • Schedule next meeting between candidate and MDD/MDP
  • Utilize Salesforce CRM to track and manage sales pipeline
  • Research and source leads via various sources, including Linkedin


  • Excellent interpersonal and organizational communication skills
  • Self-starter who can seek out needs and information without directives
  • Ability to work independently as well as part of a team
  • Ability to multi-task and perform in several capacities
  • Knowledge of CRM and other tracking software


The SDR will report to the Chief Development Officer, but note that this reporting relationship may be subject to future change.  The primary engagement will be with the Member Development Directors.



  • Experience with Salesforce
  • Standard communication tools – Zoom, Teams, Outlook, etc


The physical demands described here are presentative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Interested in being a part of our team?

TIGER 21 strives to help Members fulfill their goals of transitioning from wealth creation, to wealth preservation, and in so doing we help our Members define “what’s next” in both their personal and professional lives.

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