Sales Development Representative

• Inbound Leads prioritised, qualified & assigned within 24 hours. Same-day outreach: discovery calls, BANT qualification. Nurture with tailored content
• handoff qualified MQLs to BD team
• Target Account Outreach with ICP-based lists through tools such as Hubspot. Personalised multi-touch sequences in HubSpot (email, LinkedIn, calls) to pipeline, Closed Lost and target accounts
• Pipeline Nurturing including assisting with ddvertising & outreach to pipeline accounts, re-engage stalled accounts
• Track KPIs (engagement, velocity)
• ensure smooth BD handoffs and feedback loops
• Stakeholder Management: Build and maintain strong relationships with key decision-makers within the Stakeholders.
• Prospect and Lead Generation: Identify and engage with potential clients through outbound outreach (calls, emails, Linkedin). Qualify leads and uncover new accounts, work with the commercial team on the proposals for qualified opportunities.
• Collaborate closely with Commercial Team – secure prospect meetings for the sales team on accounts that require technical support or demos. Support the commercial team by identifying key targets and expanding new client base.
• Liaise with the Client Servicing teams as first point of contact on internal upsell and cross sell opportunities: Triage upsell and cross sell opportunities to determine (i) can this be passed directly to Sales Ops for onboarding
• (ii) does this require direct management from the Internal Sales function
• or (iii) is this an opportunity which should be passed to New Logo Business Development or Key Account Management.
• Running opportunities that require direct management from the Inside Sales function: Understand the nature of the request from the Stakeholders / Client
• lead or support external facing discussions with the client to scope out the opportunity
• prepare proposal for the client
• negotiate fees and services
• execute on Salesforce & onboarding process (with support from Sales Ops as needed).
• Determine future upselling / cross selling opportunities: Through the Inside Sales process, role should strive to identify further opportunities for growth with the client, and assign a relevant member of the Commercial Team if considered worthwhile for medium / long term growth.
• Strategic Product Development: Work with the internal teams to implement strategic campaigns on agreed-upon ancillary services.
• Market Insight: Stay updated on industry trends, regulatory changes, and competitor activities.
• Performance Reporting: Provide regular updates on Inside Sales activities, revenue contributions, and client feedback using established methodologies for comprehensive reporting.

• 3-5 years’ experience in sales within the financial services industry, with a successful executing and sourcing new business opportunities
• Fluent in Mandarin Chinese and English is required for this role
• Bachelor's degree in Business Administration, Finance, or a related field

Industry Knowledge: Preferred but not essential, understanding of the asset management industry, including market trends, regulatory environment, and competitive landscape, is crucial for effectively positioning Waystone's services and staying ahead in the market.