Sales Development Representative – Coaching & Wellness
Who We Are
Arootah is an early-stage advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and former COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape.
Our Services Include:
Advising alternative investment managers with operations, due diligence, compliance, business development, and marketing strategies
Providing fractional expert advisors in key operational areas for emerging and established investment firms
Offering executive, life, health, and career coaching for individuals
Delivering talent acquisition and leadership development solutions
Developing SaaS applications for enterprise and consumer use
Who We Need
Arootah is seeking a driven and ambitious Sales Development Representative (SDR) to help grow our innovative performance and wellness platform. Our platform combines executive coaching, professional development, consulting, and proprietary technology to empower leaders and organizations to reach their full potential.
As an SDR, you’ll be on the front lines of business development: researching target markets, building prospect lists, and reaching out to executives across finance, technology, and wellness. Your goal is to generate qualified meetings for our sales team by sparking meaningful conversations and nurturing early relationships.
- Prospect and qualify leads through face to face meetings, virtual and in person event attendance, outbound calls, emails, LinkedIn, and other digital channels.
- Research target accounts and decision-makers in financial services, hedge funds, family offices, and corporate wellness programs.
- Develop and manage a pipeline of qualified prospects in HubSpot.
- Book meetings and ensure smooth handoff to senior sales leadership.
- Collaborate with the Global Head of Revenue, along with the Head of Coaching and Wellness to refine outreach messaging, sales playbooks, and target personas.
- Track daily/weekly KPIs (calls, emails, connections, meetings booked) and report on pipeline growth.
- Stay current on Arootah’s offerings (coaching, advisory, wellness, talent development) to tailor outreach effectively.
- 2–4 years of experience in a sales development or lead generation role (B2B SaaS, consulting, coaching, or wellness experience a plus).
- Proven ability to meet or exceed activity and meeting-booked quotas.
- Excellent communication skills—comfortable engaging senior executives and decision-makers.
- Process-oriented with strong organizational skills and attention to detail.
- Hands-on experience with CRM systems (HubSpot preferred).
- Energetic, resilient, and eager to grow into a full sales career.
- Work for a well-funded disruptor in the wellness and peak performance space
- Autonomy in your work and flexibility through a remote-first culture
- A high-performance, growth-oriented team focused on continuous improvement
- Access to our Digital Wellness Center, including webinars, seminars, and curated tools
Be part of a fast-growing, well-funded company at the intersection of finance, wellness, and technology.
Learn more at Arootah.com.
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