# Sales Development Representative

**Company:** [K1X](https://hotfix.jobs/companies/k1x)
**Location:** Remote
**Role:** Sales Development
**Experience:** 1+ years
**Skills:** HubSpot, LinkedIn Sales Navigator, ZoomInfo, 6Sense, Clay, Gong, Cold Emailing, Lead Qualification, B2B SaaS Sales, Fintech Sales
**Posted:** 2026-06-04

> Identify and engage Tax Partners, CFOs, and Controllers at accounting firms and alternative investment organizations to generate pipeline and book discovery meetings for Account Executives.

## Job Description

## 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

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