Sales Development Team Lead — Workplace Solutions (Equity Compensation Platform)
JP Morgan Workplace Solutions, a subsidiary of JP Morgan Asset & Wealth Management, is a global leader in equity compensation management, offering a premier cloud-based platform for share plan management. Serving over 600 corporate clients—from start-ups to multinational corporations—the company manages nearly $200 billion in assets for 650,000 employee participants. We are a dedicated global team of over 600 professionals at the forefront of transforming compensation strategies.
Role Overview
We are seeking a dynamic and motivated Sales Development Team Lead to join our EMEA Sales Team. In this player-coach role, you will be responsible for both (1) driving outbound prospecting and meeting generation within your territory and (2) leading, coaching, and supporting a team of Sales Development Representatives (SDRs) to deliver consistent, high-quality pipeline for the local Field Sales Representative.
The successful candidate will balance individual performance with team development, setting the standard for effective prospecting while helping SDR’s build the skills, confidence and discipline needed to succeed.
Job Responsibilities
SDR Team Leadership, Coaching and Development
- Lead, coach, and support a team of SDRs to achieve outbound activity goals, conversion targets, and qualified meeting outcomes.
- Run team operating cadence including huddles, 1:1s, call coaching, pipeline/territory reviews.
- Provide ongoing enablement: objection handling, messaging refinement, call/email/LinkedIn feedback, role-plays, and best-practice sharing.
- Help develop and refine SDR processes, playbooks, training materials and onboarding resources.
- Support the onboarding and training of new SDR’s, helping them develop the knowledge, skills and habits required to become productive quickly.
- Monitor and improve quality standards for qualification, meeting readiness, and handoff to Field Sales.
Sales Development & Pipeline Generation
- Own lead generation and meeting booking targets within an assigned territory, contributing directly to the company’s sales pipeline.
- Identify, research, and engage prospective customers through outbound channels, including phone, email, LinkedIn and other relevant methods.
- Qualify prospects, understand their business needs and secure high-quality meetings for the sales team.
- Schedule and attend virtual meetings with potential clients alongside the Field Sales Representative to ensure strong discovery, qualification, and momentum.
Strategy, Collaboration & Execution
- Collaborate with the sales team to develop strategies for engaging potential clients and aligning outreach to territory/account priorities.
- Maintain accurate records of all interactions and meetings within the CRM system; drive team-wide CRM hygiene and process discipline.
- Leverage networking tools such as LinkedIn, ZoomInfo, and Sales Navigator; guide SDRs on effective research, targeting, and multi-channel outreach.
- Develop synergistic relationships with JP Morgan bankers, advisors, and internal team members to strengthen referrals and coordinated coverage.
Performance Expectations
- Drive consistent delivery of qualified meetings per month for sales team.
- Establishing consistent standards for prospecting quality, qualification, CRM hygiene, and follow-up.
Required Qualifications, Capabilities and Skills
- 3+ years of experience in B2B sales development roles, ideally in SaaS, financial services, or enterprise B2B environments.
- 1–2+ years of experience leading or coaching SDRs (people manager, team lead, or senior/mentor capacity), with a track record of improving activity quality, conversion rates, and meeting outcomes.
- Demonstrated ability to engage senior decision makers (VP/C-suite) through concise, value-based outreach.
- Strong communication and interpersonal skills, including the ability to coach others on executive-level messaging.
- Competitive drive and a results-oriented mindset, balanced with a team-first leadership style.
- Proficiency with CRM systems and prospecting tools (e.g., LinkedIn, ZoomInfo, Sales Navigator) and the discipline to maintain high-quality data and process adherence.
What We Offer
- Opportunity to work with a leading financial institution.
- Collaborative and dynamic work environment.
- Professional development and growth opportunities.
- Competitive salary & bonus