Posted Aug 23, 2026

SDR - Fintech Wealthtech B2B SaaS

Apply Now
GReminders is an award winning AI Powered End to End Meeting Management Platform built for Financial Professionals. It is used by more than 5,000 Financial Advisors daily and approved by major Broker Dealers such as Osaic, Cetera, Cambridge and more. GReminders is uniquely positioned in the market as the only full solution for the Meeting Lifecycle in our vertical with deep integrations to systems Financial Firms use everyday. What we are looking for: You will be responsible for generating new business opportunities by reaching out to our ideal customer profile. Our current vertical focus is on Financial Services/Financial Advisors. Ideally you have used systems such as Salesforce, Hubspot, Salesloft, Outreach, etc… You will become an expert on our product and how our product solves our customers need/pain. The key to success is solving our customers/partners problems, sales will come naturally. You will be setting up Intro/Demo calls, doing Zoom meetings and some Demos. You will work closely with Sales and Marketing to determine what is working and what is not. You may participate in some local/regional events/shows/conferences. You should be a quick learner and be open to mentorship and coaching. Ideally you should have been in an organization that was selling “software solutions” and not “products”. Minimum 1+ year of SaaS / Solution selling experience. Bonus if you have know some of the financial advisory lingo, if not no problem, we will train you. Strong verbal and written communication skills, good Video/Zoom presentation skills/presence, and have good organizational skills. You will work with seasoned SaaS Founders, Sales/Marketing and Engineers side by side growing the business in a meaningful way. We are a small team but we punch above our weight class. Read more about the company: https://www.greminders.com/ (or better yet signup for a trial so you can experience for yourself what you are potentially getting yourself into) What you’ll get Competitive Salary + Performance (Leads Generated & Closed Deals) Health Insurance, 401k Work from Anywhere, Just get it Done Open, Honest and Transparent Culture Come join us for a fabulous adventure! Location Remote, United States Preferred Commitment Full Time Preferred, Part Time Possible. Job Types: Part-time, Full-time Pay: $50,000.00 - $75,000.00 per year Benefits: • Flexible schedule • Paid time off • Work from home Application Question(s): • What Sales Cadence tools have you worked with before? and did you like them? Why or why not? • What was the last book you read? Tell me something interesting you learned. Experience: • SaaS: 1 year (Preferred) Work Location: Remote