Sales Development Representative

What You'll Do

Outbound Prospecting and Pipeline Generation

• Execute high-volume, high-quality outbound prospecting across phone, email, and LinkedIn
• Conduct deep account research using AI and tools such as Clay and Gong to identify key decision-makers and buying committees at accounting firms, institutional investors, university endowments, family offices, and private foundations
• Leverage intent data tools (LinkedIn Sales Navigator, 6Sense, ZoomInfo) to prioritize accounts with active buying signals and design tailored engagement sequences

Lead Qualification and Handoff

• Qualify inbound and outbound leads against K1x's Ideal Customer Profile, budget, authority, need, and timeline
• Engage prospects to uncover needs before scheduling discovery meetings for Account Executives
• Nurture inbound leads in a timely and strategic manner, ensuring a seamless transition from initial interest to a qualified meeting
• Deliver complete, accurate context to Account Executives on every handoff: prospect pain points, stakeholder map, and next steps

CRM Discipline and Performance

• Manage all activity, notes, and pipeline data in HubSpot with rigor, ensuring clean records and accurate forecasting
• Meet and exceed weekly and monthly KPIs for outreach volume, Sales Qualified Lead generation, and qualified meetings booked
• Review your own metrics regularly and refine your approach based on what the data tells you

Market and Product Intelligence

• Stay current on alternative investment industry trends, regulatory changes affecting K-1 and 990 reporting, and the competitive landscape
• Collaborate with marketing and sales leadership to share field insights and contribute to targeting and positioning strategy

To Be Successful

• Generate qualified pipeline consistently, meeting or exceeding quarterly SQL targets for the Account Executive team
• Book qualified discovery meetings at a rate that demonstrates strong conversion from outreach to call
• Maintain high outreach volume daily across phone, email, and LinkedIn while preserving quality and relevance at scale
• Develop working fluency in K-1 and 990 tax workflows, alternative investment structures, and the K1x product suite within 90 days
• Keep CRM records clean and complete, ensuring every interaction is logged and every handoff is accurate
• Contribute market intelligence back to marketing and sales leadership to sharpen go-to-market strategy

Requirements

• 1 to 2 or more 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 buying environments with multiple stakeholders across accounting, finance, and operations
• Proficiency with HubSpot or a comparable CRM, and outbound tools such as LinkedIn Sales Navigator, ZoomInfo, or 6Sense
• Genuine curiosity about the alternative investment and tax technology space
• A self-starter mentality: organized, resilient, and energized by outbound work
• Collaborative spirit

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