Sales Development Representative

CompanyRobert Walters

LocationCity Of London, England, United Kingdom

Posted At3/6/2026

UK Visa Sponsorship Analytics

Occupation Type

Business sales executives

Occupation Code Skill LevelMedium Skilled

Sponsorship Salary Threshold

£41,700 (£21.38 per hour)

Standard minimum applies

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Description

We are looking for a highly motivated Sales Development Representative to join a fast growing private markets intelligence platform.

The company provides data, analytics, and research used by private equity, venture capital, investment banks, and institutional investors to source deals, conduct due diligence, and track the global alternative assets market.

The SDR will play a key role in building the new business pipeline by identifying and engaging prospective clients across the private capital ecosystem. This role is ideal for someone looking to build a career in B2B SaaS, financial data, or fintech sales.

Key Responsibilities:

Pipeline Generation

Identify and prospect potential clients including:

Private equity firms
Venture capital firms
Investment banks
Asset managers
Consulting firms
Corporate strategy and M&A teams

Develop new business opportunities through:

Outbound prospecting via phone, email, and LinkedIn
Strategic account research
Personalised outreach campaigns
Event and webinar follow up

Qualification and Discovery

Engage senior professionals including:

Investment analysts
Associates and VPs
Deal teams
Strategy and corporate development leaders

Qualify opportunities by understanding:

Current data and research tools used
Deal sourcing and due diligence workflows
Market intelligence needs
Budget, timeline, and decision process

Collaboration with Sales

Work closely with Account Executives to:

Book qualified discovery meetings
Support account penetration strategies
Develop targeted outreach for strategic accounts
Maintain accurate pipeline reporting in CRM

Market Intelligence

Develop strong knowledge of:

Private equity and venture capital ecosystems
Alternative asset markets
Investment workflows including deal sourcing and due diligence
Competitive platforms and market data providers

Key Metrics

Qualified meetings booked

Pipeline generated

Conversion of outreach to discovery calls

Activity targets across calls, emails, and LinkedIn engagement

Candidate Profile

Experience

6 months to 2 years experience in a Sales Development Representative or Business Development role
Experience in SaaS, fintech, data platforms, or financial services is advantageous
Experience selling to financial institutions is a plus but not essential

Skills

Strong communication and interpersonal skills
High level of curiosity and commercial awareness
Excellent research and account mapping abilities
Resilient and comfortable with high volume outbound prospecting
Ability to engage senior financial professionals

Personal Attributes

Ambitious and motivated to progress into a closing sales role
Highly organised and process driven
Intellectually curious about financial markets and investment trends
Collaborative and team oriented

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates