Sales Development Representative

The role

You will turn product-led momentum into revenue by reaching advisors and booking qualified meetings for Account Executives. You will perform outbound calls, LinkedIn outreach, and prospect research.

What you will do

• Run high-quality outbound calls and LinkedIn outreach to users and new registrants
• Qualify prospects and book meetings for Account Executives
• Work with RevOps on prospect lists, targeting, and sequencing
• Research prospects using product-usage signals and firm data
• Log every activity in HubSpot
• Share market feedback to sharpen messaging and targeting
• Carry a revenue-based quota tied to pipeline that converts to closed-won business

Required qualifications

• 1 to 3 years of experience as an SDR or BDR, ideally in B2B SaaS
• Track record of hitting or beating quota
• Comfortable on the phone
• Experience with multi-channel outreach (phone, email, LinkedIn)
• Experience with a CRM
• Strong written and verbal communication
• Discipline to keep a CRM clean
• Curious, coachable, and energized by testing and iterating
• Interest in markets and investing
• Able to start immediately
• Work hybrid from or near Great Neck, NY / NYC

Nice to have

• HubSpot
• Experience selling to financial advisors, RIAs, or financial services

Benefits

• Competitive salary
• Equity options
• Comprehensive benefits package

Before you apply

• Hiring process typically includes an HR conversation, role-specific interviews, and a final discussion with leadership

About the company

Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors. It is a cash flow positive company.