Sales Development Representative

About Us

Stax.ai is a venture-backed SaaS company revolutionizing the retirement plan administration industry with AI-driven solutions. Our cutting-edge platform streamlines TPA operations, enhances productivity, and delivers exceptional value to our clients. As we scale our enterprise sales efforts, we’re looking for a motivated and dynamic Sales Development Representative (SDR) to join our growing team.

About the Role

As a Sales Development Representative at Stax.ai, you’ll play a pivotal role in identifying and engaging Third-Party Administrators (TPAs) that can benefit from our innovative solutions. You’ll work closely with our Sales and Marketing teams to generate leads, qualify prospects, and set the foundation for successful client partnerships. If you thrive in a fast-paced, high-growth environment and are passionate about driving impactful sales outcomes, we want to hear from you.

Key Responsibilities

Prospecting & Lead Generation: Identify and research potential TPAs that align with Stax.ai’s target audience (150-2,000 plans, 10-200 employees).

Outbound Outreach: Conduct targeted email, phone, and LinkedIn campaigns to generate interest and schedule discovery calls.

Qualify Opportunities: Engage with prospects to understand their pain points, current processes, and potential fit with Stax.ai’s products.

Collaborate with Sales Team: Work closely with Account Executives to ensure smooth handoffs and alignment on prospecting strategies.

CRM Management: Maintain accurate records of all activities and interactions in our CRM (HubSpot or Salesforce).

Market Insights: Stay informed on industry trends, competitor offerings, and the unique challenges faced by TPAs.

What We’re Looking For

1-3 years of experience in sales, business development, or a related role (B2B or enterprise experience preferred).

Proven track record of meeting or exceeding lead generation and appointment-setting targets.

Exceptional communication and interpersonal skills.

Strong organizational skills and attention to detail.

Tech-savvy and comfortable learning new tools and platforms.

Self-motivated with a growth mindset and a desire to learn.

Experience in SaaS, financial services, or the retirement industry is a plus.

Why Join Us?

Impactful Work: Be part of a fast-growing startup solving real challenges for TPAs and shaping the future of financial wellness.

Collaborative Team: Work alongside passionate and driven professionals in a supportive environment.

Growth Opportunities: Develop your skills and advance your career as part of our expanding sales organization.

Competitive Benefits: We offer competitive salary, commission opportunities, and relocation assistance if you're outside Scottsdale.

How to Apply

If you’re excited about this opportunity and want to make an impact in a high-growth company, we’d love to hear from you!

Click on the button below to submit your resume and go through a 15-20 minute virtual interview to get started!

Let’s build something extraordinary together!