Sales Development Representative

RIA in a Box Careers Page

We are looking for an energetic, self-driven Sales Development Representative to join our team! You will help lead the sales efforts for our industry leading MyRIACompliance® solution which is an online software as a service (SaaS) technology and services platform that helps over 2,000 registered investment adviser (RIA) firms automate and better manage regulatory compliance requirements. You'll join an experienced and growing sales team and have the rare opportunity to be trained and rapidly promoted should you be successful in this role. You must be comfortable reaching out to and qualifying potential clients in a fast-paced environment as our company continues to experience record growth.

You can learn more about our team and company culture here:

What You'll Do

  • Uncover potential leads by calling, emailing, and writing to RIA firms across the country
  • Partner with an experienced team member to qualify leads based on specific criteria
  • Become an expert on our software to help lead demos and presentations
  • Represent the company at industry trade shows
  • Work closely with senior members of the sales team to help discover new areas of opportunity
  • Track and forecast all activities via Hubspot CRM

What We're Looking For

  • Enthusiasm for helping fellow entrepreneurs improve their business
  • Passion for working in a fast-paced, small company environment
  • Desire to learn, be coached, and succeed in software sales
  • Willingness to make targeted outbound calls as part of the prospecting process
  • Ability to write succinct, but thoughtful emails
  • High level of organization and self-motivation
  • No prior sales experiences is necessary but we do require a Bachelor's degree
  • Special bonus points for someone with customer facing experience in retail or restaurant industry


  • Highly competitive base salary + performance based bonus
  • Unlimited PTO
  • Exceptional medical, dental, and 401k plan benefits
  • Directly contributing to the growth and success of a rapidly growing business
  • Flat organizational structure
  • Ongoing professional development and direct training
  • Onboard remotely until we are back in our fun and casual office environment in suburban Cleveland

Think you're a good fit? Apply below!

RIA in a Box® is a fast-growing, entrepreneurial financial services and technology firm, providing the leading number of registrations and ongoing compliance services to RIAs throughout the United States. Our mission is to provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice.
 RIA in a Box is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.