Über die Position Wir suchen eine erfahrene Person mit Leidenschaft für Vertrieb, Kommunikation und Technologie, die eigenständig und zielorientiert arbeitet. Als Senior SDR (Sales Development Representative) übernimmst du eine Schlüsselrolle im B2B-Vertrieb: Du baust Kontakte zu Entscheidern auf, qualifizierst Leads und trägst direkt zum Wachstum des Unternehmens bei. Diese Position ist remote und bietet flexible Arbeitszeiten. Deine Aufgaben - Du verantwortest den gesamten Prozess von Lead-Generierung bis Terminvereinbarung. - Du führst strukturierte Verkaufsgespräche mit Unternehmen und überzeugst durch Fachwissen und Empathie. - Du präsentierst unsere Softwarelösung in Online-Demos und erklärst Nutzen, Funktionen und Mehrwert. - Du arbeitest mit HubSpot und nutzt Tools wie LinkedIn Sales Navigator, Apollo oder Clay zur gezielten Recherche. - Du unterstützt beim Aufbau von Sales-Workflows, Automatisierungen und Reports. - Du arbeitest eng mit Marketing und Customer Success zusammen, um Kundenerlebnisse stetig zu verbessern. Dein Profil - Deutsch auf muttersprachlichem Niveau, sehr gute Ausdrucksweise in Wort und Schrift. - Mindestens 2 Jahre Erfahrung im B2B-Vertrieb, idealerweise im SaaS- oder Softwarebereich. - Du bist sicher am Telefon und kannst Menschen überzeugen und begeistern. - Erfahrung mit HubSpot oder einem ähnlichen CRM-System. - Strukturierte, analytische und ergebnisorientierte Arbeitsweise. - Freude an Technologie, digitalen Tools und neuen Kommunikationswegen. Von Vorteil - Erfahrung mit Outbound-Kampagnen und Lead Nurturing. - Routine in der Erstellung von Reports und Pipeline-Analysen. - Interesse an KI-gestützten Vertriebsprozessen und Automatisierung. Was wir bieten - 100 % Remote-Job mit flexiblen Arbeitszeiten. - Attraktive Vergütung über Mindestgehalt (je nach Erfahrung und Leistung). - Eigenverantwortliche Arbeit mit direktem Einfluss auf Umsatz und Wachstum. - Langfristige Perspektive in einem innovativen, internationalen Umfeld. - Unterstützung bei Weiterentwicklung, Schulungen und neuen Tools.

• Partner with business stakeholders to understand objectives, challenges, and opportunities • Elicit, document, and manage business and functional requirements (user stories, process flows, use cases) • Analyze current-state processes and identify gaps, inefficiencies, and improvement opportunities • Facilitate workshops, stakeholder interviews, and requirements sessions • Translate business needs into clear specifications for technical teams • Support solution design, testing (UAT), and implementation activities • Develop business cases, including cost-benefit and ROI analysis • Track and report on project progress, risks, and outcomes • Ensure alignment between delivered solutions and business objectives • Drive data analysis and reporting to support decision-making • Mentor junior analysts and contribute to best practices

• Collect, review, analyze, manage, system and user requirements from business users and translate them into user stories and associated acceptance criteria. • Break down the requirements into user stories and input the tasks into a product management software. Carry the overall product vision to execution. • Work with the stakeholders to understand the requirements and communicate the requirements effectively to the product team. • Experienced in creating diagrams such as activity diagrams, flow diagrams, etc. • Research solutions to increase work efficiency. • Ability to operate in a complex environment of multiple projects and stakeholders and to participate in several projects simultaneously. • Knowledge of the partner and product lifecycle process. • Solution assessment and validation (support of user acceptance testing, defect and issue reporting, etc.) • Ensures that delivery of project requirements meets the requirements defined by the business customer • Establishes knowledge of client business challenges and priorities to translate into opportunities • Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner. • Help deliver presentations to clients and management teams. • Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards • Improve systems or processes by studying current practices, identifying process improvements, and designing modifications • Follow and execute against the specific business analysis requirements as defined by the business organization • Helps to establish the critical path, milestones, delivery dates, and review client deliverables to ensure they meet client acceptance criteria • Provides leadership throughout the lifecycles of a project, guiding the understanding the project team has through design and development to ensure project requirements are met • Helps establish project test strategy, methodologies, test plans as well as assist with test execution • Provide weekly status reports; monthly updates highlighting the risks in the projects/tasks

Overview Elite financial planning doesn't scale. The best advisors serve ~50-100 households. We're fixing that by turning financial logic into code. At Frame, we're building an AI-powered financial office that delivers top-1% tax and financial planning to millions of Americans. We've launched with paying customers, a small high-trust team, and strong backing from CoinTracker ($100M raised, Accel/YC). We're looking for a Business Lead to co-lead Frame alongside our Technical & Product Lead. You'll own the business side: growth, marketing, partnerships, client experience, CPA/CFP team operations, compliance, and hiring. Your co-lead owns product and engineering. You report directly to the CEO. This isn't a "business person who sits in meetings." You'll write the first blog post. You'll run the first partnership call. You'll onboard customers yourself. You'll hire the team that does all of this at scale. Your mission Enable world-class financial and tax planning for everyone Your one-year outcomes - 400 paying customers with NPS 70+ and strong organic word-of-mouth growth - Repeatable customer acquisition motion generating 20+ qualified leads/month - CPA/CFP team of 3-5 delivering consistent 5-star service with AI augmentation - Category awareness: Frame is known as the AI-native alternative to traditional financial planning What you will do - Growth: Own customer acquisition. Build and iterate on growth motions: content, community, social, outbound, partnerships. Own pricing and packaging alongside your co-lead - Client experience: Own NPS, retention, and support quality. Design onboarding. Ensure every customer gets a world-class experience - Team: Manage the CPA/CFP team (currently 2, growing to 3-5). Hire future planners, GTM, marketing, and customer service roles - Operations: Build systems for service delivery: client onboarding, tax filing workflows, planning cadence. Make it consistent and scalable - Brand & content: Build Frame's voice. Create content that builds credibility and drives demand - Partnerships: Identify and execute partnerships that drive customer acquisition - Compliance: Own regulatory compliance for financial planning and tax services - Business metrics: Co-own the Frame P&L with your co-lead. Set goals, track metrics, report to the CEO What we look for Role-agnostic - Impact: Demonstrated ability to drive outsized business impact - Mission alignment: Hungry and motivated about giving everyone access to world-class financial planning through AI - Trust: Say what you believe. Do what you say - Communication: Able to clearly talk about the details and also zoom out to the bigger picture Role-specific - Has built or scaled a customer-facing business as a founder or early operator - Has managed a cross-functional team (operations, service, growth) - Has owned a growth or revenue number and moved it - AI-native: uses AI daily and understands how it changes service delivery economics - Strong written and verbal communicator (you'll be the voice of the brand) - Comfortable with ambiguity, rapid iteration, and wearing every hat This role is not a fit if - You need a team before you can produce output - You prefer process and alignment over speed and ownership - You think managing CPAs and CFPs is "below" a business lead - You prefer to own strategy vs. rolling up your sleeves and executing yourself The team You'll work directly with: - Jon Lerner (Co-Founder & CEO, your manager) - Kenan Mesic (Technical & Product Lead, your co-lead) - Levi Larsen (Financial Planner, your direct report) - Tax Lead, CPA (hiring, your direct report) Why join Frame now? - Ownership: co-lead an entire business. Growth, marketing, partnerships, client experience, P&L - Upside: meaningful equity at the ground floor, backed by $100M+ in venture funding from Accel, Y Combinator, Intuit Ventures - Impact: build the category-defining AI financial planner - Team: small, high-trust, high-autonomy. No bureaucracy