Sales Development Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct high-volume and high-quality outbound prospecting via phone, email, and LinkedIn.

• Perform extensive account research utilizing AI and platforms like Clay and Gong to identify key decision-makers and buying committees at accounting firms, institutional investors, university endowments, family offices, and private foundations.

• Utilize intent data tools (LinkedIn Sales Navigator, 6Sense, ZoomInfo) to prioritize accounts exhibiting active buying signals and create customized engagement sequences.

• Assess inbound and outbound leads against K1x's Ideal Customer Profile, budget, authority, need, and timeline, engaging prospects to identify their needs before arranging discovery meetings for Account Executives.

• Strategically nurture inbound leads promptly, ensuring a smooth transition from initial interest to a qualified meeting.

• Provide thorough and accurate context to Account Executives during every handoff: including prospect pain points, stakeholder mapping, and next steps.

• Maintain all activities, notes, and pipeline data in HubSpot meticulously, ensuring clean records and precise forecasting.

• Achieve and surpass weekly and monthly KPIs for outreach volume, Sales Qualified Lead generation, and scheduled qualified meetings.

• Regularly review your own metrics and adjust your approach based on data insights.

• Stay informed on trends in the alternative investment industry, regulatory changes impacting K-1 and 990 reporting, and the competitive landscape.

• Work collaboratively with marketing and sales leadership to share field insights and aid in targeting and positioning strategies.

⛳️ Requirements

• 1 to 2 or more years of experience in an SDR, BDR, or inside sales role, preferably within B2B SaaS or fintech. Experience in selling to accounting firms or within the alternative investment sector is a plus.

• Proven history of meeting quotas or activity goals. You maintain a disciplined process and take your performance metrics seriously.

• Excellent written and verbal communication skills. You craft cold emails that elicit responses, initiate calls that lead to meaningful conversations, and can discuss complex financial workflows with competence.

• Ability to navigate buying environments with multiple stakeholders across accounting, finance, and operations.

• Familiarity with HubSpot or a similar CRM, as well as outbound tools such as LinkedIn Sales Navigator, ZoomInfo, or 6Sense.

• A genuine interest in the alternative investment and tax technology sectors. While you don’t need to be a CPA, you are eager to learn about the field and communicate knowledgeably.

• A self-motivated mindset: organized, resilient, and energized by outbound efforts. You take charge of your pipeline and do not wait for leads to be assigned to you.

• A collaborative attitude. You share insights with your team, celebrate collective successes, and contribute to the growth of those around you.

🏝️ Benefits

• Competitive compensation and equity participation.

• Comprehensive medical, dental, and vision coverage.

• Flexible PTO and company-recognized holidays.

• Fully remote work environment.

• 401(k) program.

• Paid parental leave.