Tech Stack

Description

You'll own top-of-funnel execution by responding to inbound interest and running targeted outbound campaigns to generate and qualify pipeline for Hazel's AI wealth management platform. Partner closely with Account Executives to convert interest into high-quality meetings, while iterating on messaging with the team to continuously improve conversion.

Requirements

• 1+ years in a BDR role or a high-cadence customer-facing role
• Strong written + verbal communication; comfortable with discovery and objection handling
• High ownership and pace: you prioritize well, follow through, are organized and thrive in ambiguity
• Data-informed mindset: you track what’s working, diagnose drop-offs, and adjust
• Familiarity with CRM and sales tooling (e.g., Salesforce/HubSpot + sales engagement tools)
• Bonus: Experience selling into a defined ICP (SMB/MM/Enterprise) and partnering closely with AEs on account strategy
• Bonus: Comfort using intent signals and AI tools to personalize outreach and improve conversion

Responsibilities

• Generate pipeline by running a balanced motion across inbound follow-up and outbound prospecting
• Qualify and route leads: run first-touch discovery, assess fit, and schedule next steps with AEs
• Execute targeted outbound plays (email, phone, LinkedIn) to reach key decision-makers in ICP accounts
• Create a great buyer experience: thoughtful follow-ups, clear next steps, and fast response times – especially on inbound
• Operate with rigor: maintain clean CRM data, track activity, and improve conversion through feedback loops with Product, Sales and Marketing
• Iterate your craft: test messaging, sequences, and channels; bring learnings back to the team to improve playbooks
• Learn the Wealth management AI landscape and translate Hazel.ai’s value into business outcomes for different personas (operators, leaders, technical stakeholders)
• Leverage AI to research accounts and craft high-signal, personalized outreach at scale – continuously testing messaging and sequences to improve reply rates, meetings set, and qualified pipeline conversion