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Sales Development Representative

2 hours, 21 minutes ago
United States
Full-time
Junior
Business Development
Sales and Business Development
CRM Email Marketing HubSpot
Apply Now
K1x

K1x

K1X is a 'fintech' company specializing in AI automation software for K 1s, K 3s, and 990s. With a team of experts in the financial industry, we aim to revolutionize the K 1 experience by digitizing the traditionally analog process through our cutting-...

Internet Software & Services
51-250
Founded 2022
$15M raised
View All Jobs 5

Description

  • Execute high-volume outbound prospecting across phone, email, and LinkedIn to generate qualified pipeline.
  • Research target accounts and buying committees using AI and sales intelligence tools such as Clay, Gong, LinkedIn Sales Navigator, 6Sense, and ZoomInfo.
  • Qualify inbound and outbound leads against the ideal customer profile, budget, authority, need, and timeline.
  • Nurture inbound leads and schedule discovery meetings for Account Executives.
  • Deliver complete handoff context to Account Executives, including pain points, stakeholder maps, and next steps.
  • Maintain accurate CRM records, activity notes, and pipeline data in HubSpot.
  • Meet weekly and monthly KPIs for outreach volume, SQL generation, and meetings booked.
  • Track performance metrics and refine outreach strategy based on results.
  • Stay current on alternative investment industry trends, regulatory changes, and the competitive landscape.
  • Collaborate with marketing and sales leadership to share field insights and inform targeting and positioning strategy.

Requirements

  • 1 to 2+ years of experience in an SDR, BDR, or inside sales role, ideally in B2B SaaS or fintech.
  • Experience selling into accounting firms or the alternative investment space is a plus.
  • A track record of consistent quota or activity attainment.
  • Strong written and verbal communication skills.
  • Comfort navigating complex buying environments with multiple stakeholders across accounting, finance, and operations.
  • Proficiency with HubSpot or a comparable CRM.
  • Experience with outbound tools such as LinkedIn Sales Navigator, ZoomInfo, or 6Sense.
  • Genuine curiosity about alternative investment and tax technology.
  • Self-starter mindset with strong organization, resilience, and ownership of pipeline.
  • Collaborative spirit and willingness to share insights with the team.

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.

Interested in this position?

Apply directly on the company website

Apply Now

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