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Sales Development Representative (SDR) at Shield · Trevo
Enterprise Sales Development Representative – Financial Services
Shield is a global technology company with offices in Tel Aviv, New York, London and Lisbon. We’re growing and looking for another important piece of the puzzle.
Is it you?
Shield is looking for an ambitious, curious and commercially minded Sales Development Representative (SDR) to join our team.
This isn’t a high-volume, transactional SDR role. You’ll focus on some of the world’s leading financial institutions, researching complex organizations, identifying the right buying groups and business triggers, and creating meaningful conversations with senior decision-makers.
You’ll work closely with Account Executives and Marketing to build a qualified enterprise pipeline through highly targeted, account-based engagement.
Availability: This is a full time position with Availability: Monday–Friday, with working hours aligned to US Eastern Time (ET) to support our US-based client base. Friday is a shortened working day, in accordance with standard Israeli practice.
What you'll do
Drive new business development across North America, targeting strategic, high-value enterprise financial institutions and significant ACV opportunities.
Research and map complex organizations, identifying key stakeholders, buying groups, business priorities, pain points and relevant engagement triggers.
Build qualified pipeline through highly targeted, account-based prospecting, not high-volume transactional outreach.
Use intent data, account intelligence, market developments and buying signals to identify when, why and how to engage priority accounts.
Build relationships with senior stakeholders across Compliance, Surveillance, Technology, Legal and Operations.
Multi-thread across accounts and execute persistent, relevant outreach through phone, email, LinkedIn, events and other channels.
Develop a strong understanding of Shield, our market and our customers’ challenges to communicate a credible and compelling value proposition.
Secure high-quality discovery meetings and demos with opportunities that have genuine enterprise potential.
Partner closely with Account Executives and Marketing on account strategy, messaging, campaigns, events and follow-up.
Represent Shield professionally at industry events and use them to build and deepen relationships with target accounts.
Maintain excellent CRM discipline and capture account intelligence, activity, contacts and next steps.
Requirements
1–3 years of SDR/BDR experience in enterprise B2B SaaS, ideally selling into financial institutions or other complex, highly regulated organizations; or relevant client-facing experience within financial services, such as capital markets, investment banking, brokerage, asset management, wealth management or compliance.
Native-level English proficiency is a must, with exceptional written and verbal communication skills.
Availability: This is a full time position with Availability: Monday–Friday, with working hours aligned to US Eastern Time (ET) to support our US-based client base. Friday is a shortened working day, in accordance with standard Israeli practice.
Bachelor’s degree required, preferably in Economics, Business, Law, Finance or a related field.
Comfortable engaging large, complex enterprise accounts with multiple stakeholders, significant deal values and longer sales cycles.
A consultative and commercially curious mindset—able to understand a prospect’s business rather than simply deliver a sales pitch.
Strong research and analytical skills, with the ability to uncover account priorities, buying signals and meaningful reasons to engage.
Highly tech-savvy, with hands-on experience using modern sales and MarTech stacks, including CRM, sales engagement, prospecting, account intelligence and the latest intent-data technologies.
Comfortable using data and technology to prioritize accounts, personalize outreach and improve prospecting effectiveness.
Confidence communicating with senior stakeholders and the ability to turn complex topics into clear, compelling conversations.
Highly organized and disciplined, with the ability to manage multiple strategic accounts, campaigns and follow-ups simultaneously.
Strong ownership, urgency and accountability around goals and commitments.
Competitive and results-driven, with the ambition to win individually while contributing to the success of the wider team.
A genuine desire to learn, develop and build a career in enterprise technology sales.
Before You Apply - Show Us How You Think **
We’re not just looking for another SDR. We’re looking for smart, strategic and ambitious people who know how to create a reason for someone to listen.
So, before you submit your application:
Tell us why we should meet you.
Along with your CV, include a short introduction explaining what makes you different and why you believe you can make an impact at Shield.
More information about Shield:
Shield is the industry’s most comprehensive digital communications governance and archiving solution, purpose-built for financial institutions. Named a Visionary by Gartner, Shield’s platform blends AI innovation with deep regulatory expertise to simplify compliance, strengthen security, and unlock efficiency.
Trusted by leading global financial institutions, Shield works closely with its partners to help compliance teams uncover hidden risks, prevent financial crimes, and protect both people and markets. . With operations across key financial hubs worldwide, we support customers wherever they operate, navigating complex regulatory environments with confidence. At our core, we’re focused on building trust: protecting market integrity and creating a world where communication is understood and accountable.
Our work has been recognized by industry leaders and analysts, including Deloitte Fast 500, Dun & Bradstreet’s Top 20 Companies, Regulation Asia Awards, and RegTech Insight Awards Europe-reflecting our impact, growth, and commitment to excellence.
If you’re ready to make a real impact at a fast-growing, mission-driven company working with the world’s leading banks to redefine communication governance and compliance - this is the place for you.