RightCapital - Join one of Connecticut's Top Ten Tech Startups!
RightCapital is an innovative financial tech startup providing a cutting edge holistic financial planning software. We were recently voted by The Daily Finance as one of Connecticut's Best Fintech companies! We started as a group of entrepreneurs working from a garage in Connecticut to now having the 3rd largest financial planning technology company in the US. We have seen tremendous growth within this space, and have our eyes squarely set on growing this company to the best it can be as we help financial advisors add value to their clients! We are currently taking the financial planning marketplace by force as we expand into new sales channels. Join us, and help facilitate our growth!
Come join our Sales Development Representative Team!
Every great financial plan starts with a single conversation. So does every great sales career.
At RightCapital, our SDRs are the first people financial advisors speak to on their journey to running a better practice. You're not just "setting appointments" — you're opening the door to software that thousands of advisors rank #1 in the industry. You're the front end of our revenue engine, and you'll have a team, a process, and a coaching system built to help you succeed from day one.
If you're motivated, coachable, and genuinely interested in building a career in sales, keep reading. This is a seat designed to set you up to win — not to figure it out on your own.
We're a no-ego, high-energy team that lives by four core values:
- We Innovate Together — we listen, brainstorm, and make things better every day.
- We Get Things Done — we roll up our sleeves, execute, and celebrate the wins.
- We Welcome Differences — different backgrounds and opinions make us stronger.
- We Appreciate Humor — we don't take ourselves too seriously.
Responsibilities
As an SDR, you own the top of the funnel and turn curiosity into qualified opportunity:
- Run a thoughtful outbound process — connect with financial advisors by phone and email using sharp, personalized outreach that earns the meeting. We'll give you the playbooks, templates, and messaging to start strong.
- Book quality demos — schedule sales demonstrations for our Sales Associates and hand off well-qualified opportunities.
- Own your pipeline — manage a balanced mix of warm marketing leads and outbound prospects in Salesforce, keeping everything clean and current.
- Make the team smarter — collaborate with the SDR team to sharpen our playbooks and strategy.
- Keep getting better — bring insights back from the field, test new messaging, and treat every "no" as a step toward the next "yes."
How we set you up to succeed:
We don't hand you a phone and wish you luck. New SDRs go through a structured onboarding and ramp program built to give you the product knowledge, industry context, and sales skills you need to do this well:
- A defined ramp period— with clear milestones, so you always know what "good" looks like and where you stand.
- Ongoing coaching — regular 1:1s, call reviews, and feedback from your manager and peers.
- A proven playbook — messaging, talk tracks, and process that works, so you're building on what's already succeeding (and helping us improve it).
- A modern sales tech stack — (Salesforce, Salesloft, and more) backed by strong marketing support and a steady flow of cold and warm leads.
- Learn from the best — work alongside a seasoned team of sales experts, trainers, and managers with deep industry experience
What success looks like
We believe in clear targets and transparent scoreboards, so you always know how you're doing. These are the expectations for a fully-ramped SDR (you'll build up to them during your ramp, not on week one):
- 25 demos completed per month (20 minimum).
- High-activity environment — thrive in a fast-paced role built on consistent, high-volume calling and emailing
These aren't hoops to jump through — they're the habits we see in our top performers, and we give you the coaching, tools, and team to reach them. As you ramp, we'll set interim goals together so the targets feel achievable, not overwhelming.
Your career starts here — and it can climb fast
The SDR seat at RightCapital is a launchpad. We promote from within, and your growth is part of the plan — backed by a defined promotion path with transparent criteria, so there's no guessing about what gets you to the next level. This role can be a meaningful first step into a long-term career at RightCapital. In the past two years, 6 of 7 Sales Associate openings were filled by internal candidates, with many promotions coming from the Sales Development team. SDRs have also moved into other growing teams across the organization, reflecting our strong focus on internal mobility and career development.
You'll thrive here if you...
- Are driven and consistent — you show up, put in focused effort, and see every conversation as a chance to improve.
- Are competitive and coachable — you care about results and you welcome feedback that helps you get there.
- Communicate with confidence — clear and compelling on the phone and in writing.
- Stay organized — you keep a busy pipeline clean and current.
- Are genuinely curious — about sales, technology, finance, and how great software changes people's lives.
Nice to have (but not required)
- 1–2 years in sales, a customer-facing role, or any goal-oriented role (internships count!)
- Associate's or Bachelor's degree preferred (e.g., Business Administration, Finance, Economics, Sports Management, Communications, Marketing, Public Relations, Liberal Arts, Psychology, Social Studies, or related).
- Experience with Salesforce, Salesloft, or other B2B/SaaS sales tools.
- A genuine interest in fintech or financial services.
What we offer
- Base + uncapped commission (OTE $54,000 - $62,000) — start earning commission in your first month.
- A real, defined promotion path with transparent criteria — no guessing.
- In-depth onboarding and ongoing coaching — a comprehensive ramp process built to equip new hires with the industry knowledge and sales skills to thrive, plus continued development once you're up to speed.
- A modern sales tech stack (Salesforce, Salesloft, and more) backed by strong marketing support.
- A product advisors genuinely love, delivering real value in every demo.
- A low-ego, high-energy culture where you can be yourself and still hit your goals.
Benefits
- Salary + Commission
- Overall Target Compensation: $54,000-$62,000
- Group medical health insurance – multiple options with generous subsidies
- Vision and Dental group insurance
- 401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
- Monthly bonus opportunities based on # of demos booked
- $1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing
- Free onsite gym membership
- Free weekly team breakfast and lunch
- Flexible PTO
- Casual dress code
- Pet friendly office
- Fun and social outings, including happy hours and team building events
- Exciting growth opportunities and did we mention yet that we have a lot of fun!
Location
RightCapital's main office is in Shelton, CT.
Hybrid work schedule, 2 days in our Shelton office per week required.
RightCapital is an equal opportunity employer.
Job Type: Full-time
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
Job Type: Full-time
Pay: $54,000.00 - $62,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Referral program
Experience:
- B2B sales: 1 year (Preferred)
Ability to Commute:
- Shelton, CT 06484 (Required)
Ability to Relocate:
- Shelton, CT 06484: Relocate before starting work (Required)
Work Location: Hybrid remote in Shelton, CT 06484
