SDR Manager

GRworks is the AI-powered meeting management and scheduling platform built for financial advisors. Trusted by over 7,000 advisors and approved by major broker-dealers (including Osaic, Cetera, and Cambridge), GRworks automates the entire meeting lifecycle: scheduling, reminders, AI notetaking, workflow automation and integrations with CRMs that advisors use (Redtail, Wealthbox, Salesforce).

GRworks 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.

The Role

We are hiring a player-coach to run our SDR team from the inside. You’ll lead six SDRs and dial alongside them every day and own the operations that drive the team: list management, data management, sequences and cadences, the dialer and the numbers to track. You will lead by example, join calls, and run live coaching while simultaneously owning our outbound infrastructure: maintaining inbox health, keeping bounce rates low and monitoring overall email health.

Key Responsibilities

Run Outbound Operations (40% of Time)

• Manage email lists (build, clean, dedupe and segment) in Excel and Google Sheets (lead sources are from conferences, webinars, newly approved broker-dealers, OSJs and targeted RIAs).
• Manage the day-to-day operations of the tech stack (Klenty, Apollo, Pipedrive, etc): load lists and campaigns daily/weekly, monitor leadsources, fix and highlight any broken syncs.
• Manage outbound and email strategies to protect domain reputation: SPF, DKIM, and DMARC, mailbox warmup and rotation, daily sending limits, bounce-rates and blacklist monitoring.
• Actively identify, troubleshoot, and remediate deliverability drops or domain issues before they impact outreach (list hygiene, email verification workflows, etc).
• Implement structured sending limits, warmup routines, and operational workflows to ensure rep emails reliably reach prospect primary inboxes.
• Deliver weekly SDR metrics to the Director of Sales.

Be In The Arena (~30% of Time)

• Call and prospect into ICP every day against a personal monthly meeting target.
• Test and experiment with new lists, scripts and sequences before rolling out to the team.
• Your credibility as an active contributor and understanding of the field is critical to your success.

Team Leadership & Hands-On Coaching (30% of Time)

• Lead, mentor, and scale an outbound team expanding 6 SDRs targeting financial advisors, RIAs, and wealth management institutions.
• Lead from the front by hopping on calls, demonstrating live objection handling, and modeling outbound best practices.
• Own rep onboarding, training, and speed-to-productivity to get new hires ramped and consistently hitting their pipeline quotas.
• Conduct daily huddles, regular call reviews, one-on-ones and weekly skill-building exercises.
• Track team activity metrics, conversion rates (connect-to-meeting, meeting-to-opportunity), and overall quota pacing.

Qualifications

• SDR Experience: 3+ years of B2B SaaS outbound SDR cold calling experience with a record of booking meetings at or above quota.
• Leadership Experience: 2+ years as an SDR team lead, Senior SDR or player-coach: you have experience onboarding and coaching reps while carrying your own number.
• Fluency and strength in Excel and Google Sheets: lookups, pivots, dedupes, cleaning and reshaping a 5,000 row list of leads without help.
• Tech Stack Experience: Hands-on experience with an email sequence tool (Smartlead, Apollo, Salesloft, Outreach, Klenty, etc.) and a data tool (Clay, Zoominfo, etc), a dialer and a CRM (Pipedrive is a plus).
• Deliverability Knowledge: Working knowledge of email deliverability (SPF, DKIM, DMARC, warmup tools, bounce monitoring) and phone number reputation.
• Proven Track Record: Proof of building something from scratch: a playbook, an SOP or a detailed spreadsheet tracker that was used and adopted by an SDR team.
• Industry Experience: Experience selling to Financial Advisors, RIAs, broker-dealers or wealth management firms is a plus.
• Hands-On Coaching Style: Natural player-coach mentality—comfortable reviewing call recordings, demonstrating live calling techniques, and providing actionable feedback.
• Data-Driven: Ability to evaluate conversion funnels, diagnose outbound bottlenecks, and turn metrics into targeted rep coaching.

This Role Is Not For You If

• You want to move into a management role to stop dialing yourself.
• You need a revops team to build your lists and manage your tools and process.
• You lead from dashboards rather than from the phone.

What We Offer

• Competitive base salary plus performance bonuses tied to team pipeline production.
• Benefits package available that includes health insurance, 401k, paid PTO, 10 paid annual holidays.
• Remote-first flexibility ("work from anywhere, just get it done").
• A high-impact leadership role with direct ownership over outbound infrastructure and team scaling.

Culture

• Work from anywhere — just get it done.
• Open, honest, and transparent culture.
• Come join us for a fabulous adventure!

To Apply please email to: [email protected]

(No Recruiters Please)