What You'll Do

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

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

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

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

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