Sales Development Representative
K
K1XFintech SaaS
United StatesFull-TimeMiddle
SalaryCompetitive compensation and equity participation
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Job Details
- Experience
- 1 to 2 or more years
- Required Skills
- CRMHubSpot
Requirements
- 1 to 2 or more years of experience in an SDR, BDR, or inside sales role.
- Experience in B2B SaaS or fintech is ideal.
- Track record of consistent quota or activity attainment.
- Strong written and verbal communication skills.
- Ability to speak intelligently about complex financial workflows.
- Comfort navigating buying environments with multiple stakeholders.
- Proficiency with HubSpot or a comparable CRM.
- Experience with outbound tools such as LinkedIn Sales Navigator, ZoomInfo, or 6Sense.
- Ability to develop working fluency in K-1 and 990 tax workflows within 90 days.
Responsibilities
- Execute high-volume, high-quality outbound prospecting across phone, email, and LinkedIn.
- Conduct deep account research using AI and tools to identify key decision-makers.
- Leverage intent data tools to prioritize accounts and design tailored engagement sequences.
- Qualify inbound and outbound leads against Ideal Customer Profile.
- Nurture inbound leads and ensure seamless transition to Account Executives.
- Deliver complete context to Account Executives on prospect pain points and stakeholder maps.
- Manage all activity and pipeline data in HubSpot with rigor.
- Meet and exceed KPIs for outreach, SQL generation, and meetings booked.
- Stay current on alternative investment industry trends and regulatory changes.
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