(Senior) Sales Development Representative (Shanghai)


Get to Know Us

iDeals is a global B2B SaaS product company recognized as the most highly rated and customer-centric in a secure business collaboration market. Trusted by more than 1,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stake business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours:

iDeals Virtual Data Room: A web-based cloud platform used by companies in a wide range of industries to ensure secure confidential document sharing for online due diligence, fundraising transactions, corporate reporting, licensing, clinical trials, and other business goals.


虚拟数据室(Virtual Data Room),是一个存储、传输和共享高价值机密文件的信息管理 平台,通 过提供一个环境安全、权限可控的在线系统,确保企业在对机密文件掌握有效控制的前提下,能 够与外部多方系统化地进行信息共享,推动商业进程。虚拟数据室最初服务于专业程度最高、受 监管最为严格的金融行业,在并购交易、融资及IPO等高价值项目中作为文件共享工具。在这一类 涉及了大量敏感和机密信息,同时需要多方合作的项目中,虚拟数据室为所有相关的参与方提供 了一个集中的安全访问平台,通过对不同的⻆色赋予不同级别的文件权限和行为约束,在有效披 露必要信息的同时,将泄露的⻛险降到最低。 

The Role

The Sales team has been a driving force behind our impressive 30%+ year-over-year growth, consistently generating millions in revenue. To support the rapid growth of iDeals VDR, we are looking for a results-driven Sales Development Representative based in Shanghai to actively contribute to the execution of sales and marketing strategy for China.

As a vital member of our APAC Field Sales team, your main objective will be to target key decision-makers of key accounts in China, achieving sales targets and driving revenue growth. This includes lead generation and supporting M&A Community activities. We seek a fast learner with strong sales and negotiation skills who can effectively coordinate and participate in outreach activities and set up demos. This role offers an ideal path for a fulfilling B2B sales career within a hyper-growth tech environment.

职位简介:作为iDeals销售发展代表,改职位base在上海。您的主要目标是发掘并联系中国客户的 关键决策者们,帮助公司实现销售目标并推动收入增长。这主要包括潜在客户的开发,和支持 M&A社区的活动。我们正在寻找具有B2B销售和谈判技巧的快速学习者,有效搜索新的销售线索 ,开展outbound销售活动,为我们的大客户销售经理安排产品Demo会议等。 

What You Will Do

  • Perform B2B mapping, cold calling, and outreach on named accounts in China tracking personal sales activities in CRM (Hubspot)
  • Conduct detailed customer persona research before the initial contact
  • Organize product demos for Field Sales with qualified prospects
  • Proactively initiate communication, build rapport, and maintain active engagement with prospects
  • Collect information and feedback on prospects guiding them through the qualification process
  • Help coordinate offline and online events, distributing content from the M&A Community
  • B2B 市场Mapping 和发掘并联系潜在客户;
  • 通过outbound calls或者其他方式联系潜在客户
  • 在初次接触客户之前进行客户研究
  • 为我们的销售经理安排与客户的Demo会议
  • 主动对客户发起沟通,建立有效和融洽的关系,并与潜在客户保持积极互动
  • 收集有关潜在客户的信息和反馈,确认客户的有效性
  • 帮助协调市场活动、网络研讨会并宣传来自 M&A Community China 的内容 积极支持中国市场营销活动在CRM (Hubspot)系统中记录销售活动 
  • What We Look For

  • 1+ years of experience in B2B outbound sales
  • Strong business communication skills in Mandarin (native) and English (at least B1), including professionally handling objections and gatekeeper interactions
  • Demonstrated knowledge of effective sales techniques with a proficiency in building fast rapport
  • Tenacity to work through rejections and resilience to continuously grow in Sales
  • Ability to learn quickly and adapt based on feedback
  • 至少1年及以上B2B对外销售经验
  • 优秀的沟通能力:普通话母语,和基本的英语 (CET-4)
  • 熟练的销售技巧,能够妥善处理客户的拒绝和引导客户
  • 有金融、科技、B2B SaaS 或专业服务行业工作经验 (例如专家网络)者优先
  • 拥有商业、市场营销、金融或相关领域的学位优先
  • 坚韧不拔地克服拒绝和韧性成为hunter销售代表
  • 能够快速学习并根据反馈进行调整 熟练地以结果为导向的hunter心态快速建立与目标客户的融洽关系
  • Nice To Have

  • Previous work experience in the Finance, Technology, B2B SaaS, or professional service industries
  • Bachelor’s Degree in business, marketing, finance or a related field
  • Other Information

  • Office location: 浦东新区世纪大道8号国金中心
  • iDeals: www.idealsvdr.cn
  • M&A Community: mnacommunity.com
  • What We Offer

    We highly value our people, so we will provide you with all the resources and support you need to succeed.

    For your work

  • Hybrid work model with teams distributed globally 
  • Home office set up budget 
  • High-end laptop, monitor and any additional IT equipment needed
  • For your well-being

  • Insurance and Housing Fund (五险一金)
  • Compensation for sports, yoga, mental, and other health and wellness-related activities
  • Reimbursement of participation in sports competitions
  • 20 business days of paid time off per year
  • Unlimited health-related time off
  • For your growth

  • Individual Development Plan based on your career interests 
  • Generous budget for learning and development activities
  • Professional and self-development books and subscriptions compensation
  • iDeals’ support of your passion as a speaker or writer
  • Internal growth and internal mobility opportunities
  • Extra perks

  • Team-building offline events
  • Budget for local gatherings in global locations
  • Generous internal referral program
  • iDeals Surprise Boxes
  • Our Culture

    Commitment, Excellence, Collaboration, Trust and Care are core values to the iDeals team. For us, these are the principles that every iDealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we are able to create a team where talents feel at ease and are able to work to the best of their abilities.

    Commitment and Excellence inspire us to set the bar high, achieve the most ambitious goals and push the limits further. Our diversity and different perspectives are the foundation of our success. Collaboration and Trust ensure that everyone has access to all the information, proactively shares thoughts, and leverages the teammates’ diverse opinions, experiences, and backgrounds. Both values help us to solve the most challenging problems. Care drives us to create a positive work environment and make everyone feel valued. We also stand for iDealers’ physical, mental, financial, and personal well-being and encourage a healthy lifestyle and active living.

    iDeals is an equal opportunity employer

    iDeals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.