Sales Development Representative at Koyfin

Job description

Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms. Our impact so far: 🚀 One of the fastest-growing platforms for financial advisors, driven by product-led growth 🥇 Recognized by users as a top-rated investment solution on G2 g2.com Rated as the top research platform for user satisfaction in the Kitces survey kitces.com, the largest survey in the advisor industry About the Role Koyfin has over 60,000 financial advisors using the platform and over 800,000 registered users. Most of them found us on their own. Your job is to turn that product-led momentum into revenue by reaching the right advisors at the right moment and booking qualified meetings for our Account Executives. You'll be one of our first in-house SDRs, joining a lean sales org. You own the human side of outreach: research, calls, and LinkedIn. You'll run time-boxed tests across a 45-day multi-touch journey of calls, emails, and LinkedIn. This is a ground-floor seat. Every motion here has defined success and quit criteria, and what you learn on the phones directly shapes how we build and scale the team. What You'll Do This role is for someone who is competitive, hungry and here to win. We set aggressive goals and we’re looking for people who want to beat them. The pace is fact, the work is hard. If that energizes you, you’ll fit in. - Run high-quality outbound calls and LinkedIn outreach to users and new registrants - Qualify prospects and book meetings for Account Executives, with clean, well-documented handoffs - Work with RevOps on prospect lists, targeting, and sequencing - Research prospects (advisors, RIAs, and IBD reps) using product-usage signals and firm data - Log every activity in HubSpot so the team can measure what's working - Share what you hear from the market (objections, use cases, competitor mentions) to sharpen messaging and targeting - Carry a revenue-based quota tied to pipeline you source that converts to closed-won business What We're Looking For - 1 to 3 years of experience as an SDR or BDR, ideally in B2B SaaS, with a track record of hitting or beating quota - Comfortable on the phone: you like calling and can hold a real conversation with a busy professional - Experience with multi-channel outreach (phone, email, LinkedIn) and a CRM (HubSpot a plus) - Strong written and verbal communication, and the discipline to keep a CRM clean - Curious, coachable, and energized by testing and iterating rather than running a fixed script - Interest in markets and investing. Experience selling to financial advisors, RIAs, or financial services is a plus, not required - Able to start immediately and work hybrid from or near Great Neck, NY / NYC Why Join Koyfin - Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package. - Career Path: Early SDRs get direct coaching from the Head of Sales and a clear line of sight into how the team grows. - Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products. - Dynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done. - Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves. - Industry-Leading Product: Sell a product users already love, disrupting the financial analytics space through product-led growth. - Efficiency and Growth: Koyfin is cash flow positive and emphasizes doing more with less. At Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you. Our hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership. Koyfin is an equal opportunity employer committed to building a diverse and inclusive team.

Requirements

Must-haves

One of the fastest-growing platforms for financial advisors, driven by product-led growth
Recognized by users as a top-rated investment solution on G2
This is a ground-floor seat. Every motion here has defined success and quit criteria, and what you learn on the phones directly shapes how we build and scale the team.
This role is for someone who is competitive, hungry and here to win. We set aggressive goals and we’re looking for people who want to beat them. The pace is fact, the work is hard. If that energizes you, you’ll fit in.
Run high-quality outbound calls and LinkedIn outreach to users and new registrants
Qualify prospects and book meetings for Account Executives, with clean, well-documented handoffs
Work with RevOps on prospect lists, targeting, and sequencing
Research prospects (advisors, RIAs, and IBD reps) using product-usage signals and firm data
Log every activity in HubSpot so the team can measure what's working
Share what you hear from the market (objections, use cases, competitor mentions) to sharpen messaging and targeting
Carry a revenue-based quota tied to pipeline you source that converts to closed-won business
1 to 3 years of experience as an SDR or BDR, ideally in B2B SaaS, with a track record of hitting or beating quota
Comfortable on the phone: you like calling and can hold a real conversation with a busy professional
Strong written and verbal communication, and the discipline to keep a CRM clean
Curious, coachable, and energized by testing and iterating rather than running a fixed script
Able to start immediately and work hybrid from or near Great Neck, NY / NYC
Why Join Koyfin
Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package.
Career Path: Early SDRs get direct coaching from the Head of Sales and a clear line of sight into how the team grows.
Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products.
Dynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done.
Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves.

Nice-to-haves

Experience with multi-channel outreach (phone, email, LinkedIn) and a CRM (HubSpot a plus)
Interest in markets and investing. Experience selling to financial advisors, RIAs, or financial services is a plus, not required

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: ashby
Effort: quick