Our goal is to transform the K-1 experience by moving a traditionally analog based-process to an all-digital experience.
Sales Development Representative
Location
United States
Posted
2 days ago
Salary
0
Seniority
Mid Level
Job Description
Sales Development Representative
K1X
• 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, engaging 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.
Job 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. You run a disciplined process and take your numbers seriously.
- Strong written and verbal communication skills. You write cold emails that get replies, open calls that earn conversations, and can speak intelligently about complex financial workflows.
- 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. You do not need to be a CPA, but you are motivated to learn the domain and speak credibly about it.
- A self-starter mentality: organized, resilient, and energized by outbound work. You take ownership of your pipeline and do not wait to be handed leads.
- Collaborative spirit. You share insights with the team, celebrate wins together, and make the people around you better.
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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