• Gradifi Sales Development Representative

    Job Locations
    US-NY-New York

    At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. 


    Incredible teams doing exceptional work, every day

    Founded in 2014, Gradifi was created to ease the burden of student loan debt.  We spend our days helping our members get out of debt faster,  and we also make sure things are looking up for our employees. We offer competitive compensation, excellent benefits and a fast-paced, collaborative environment where you can focus on your professional development while achieving company goals. We are looking for a highly self-motivated, entrepreneurial individual who is also passionate about growing a business in a team environment. 




    Common goals, uncommon potential

    The Gradifi Sales Development Representative will help identify employers looking to offer meaningful benefits for an engaged and empowered workforce. The SDR will manage all aspects of prospect development for outbound opportunities through pre-sale, qualifying opportunity, and handoff to Director. This position will best suit a highly motivated, detail-focused individual who is looking for a new challenge. The candidate should be able to work efficiently and effectively in both a team environment as well as independently. This role provides the opportunity for internal growth and added responsibilities as goals are exceeded.


    What you'll do as a Gradifi Sales Development Representative:

    • Identify and actively pursue potential new business opportunities for Sales Director team.
    • Effectively use sales enablement tools to make initial contact and qualify prospects.
    • Complete outbound cold calls/emails and follow up
    • Utilize information sources internally and externally to gather appropriate data to properly position business to prospect.
    • Coordinate with Sales Director in hand-off when opening an opportunity and in some cases, see through the full sales process with accounts.
    • Identify key decision makers, clients or prospects’ risks and needs, and present Gradifi’s unique value proposition to convert prospect to qualified opportunity.
    • Assists Directors in the coordination of organizational resources necessary to drive a sale to completion.
    • Ensures that up-to-date prospective client information is maintained in CRM.
    • Maintain and grow a pipeline to ensure revenue targets are met.
    • Support sales efforts by adhering to department standards and providing timely and accurate updates on pipeline progression/growth.
    • Become a subject matter expert for the Gradifi educational benefit offering. 
    • Collaborate with partners across other business units to strengthen client relationships with the Gradifi offering.


    You could be a great fit if you have:

    • An Energetic, Polished, Confident, Outgoing, and Proactive style
    • Sales aptitude, strong communication skills, and a knack at building and maintaining relationships. Able to coordinate with others, use strategic reasoning and a result driven focus
    • Excellent and proven business skills with emphasis in organizational selling
    • Fundamental knowledge of office databases and company sales technology tools.
    • Ability to identify and leverage essential information and think in a critical and logical manner
    • Ability to work in a client-centric, strategic and decisive manner according to tight deadlines
    • Demonstrates a willingness to take on increased responsibilities and displays the ability to act independently

    Job Demands:

    • Must be able to review and analyze data reports and manuals; must be computer proficient.
    • Must be able to communicate effectively via telephone and in person.
    • Must be able to travel as position requires.

    Own your work and your career — apply now

    Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.


    We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.  



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