Fintech SDR - Drive Enterprise SaaS Pipeline

InvestorFlow, Inc.; Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

InvestorFlow is a fintech SaaS company delivering industry-specific CRM built on Salesforce, helping private markets firms manage relationships and opportunities. We’re seeking a driven Sales Development Representative to join our go-to-market team and accelerate growth across private equity, real assets, and private credit clients.

As an SDR, you’ll identify, engage, and qualify prospects, working with Account Executives to build pipeline and introduce InvestorFlow to firms that need it most.

Qualifications

• 1–2 years of experience in a sales, business development, or client-facing role.
• Exceptional written and verbal communication; you can write a cold email that actually gets a reply.
• Genuine curiosity about private markets, alternative investments, and the firms that manage them.
• Comfort with ambiguity and a builder's mindset. — We're scaling, things move fast.
• The ability to be organized, self-motivated, and disciplined about follow-up.
• Bachelor's degree or equivalent experience.

Responsibilities

• Own top-of-funnel pipeline generation through outbound prospecting via cold email, phone, and LinkedIn.
• Qualify inbound leads from marketing campaigns, events, and referrals.
• Research target accounts by understanding firm structure, fund strategy, team composition, and likely pain points.
• Craft personalized, high-quality outreach to senior stakeholders including Partners, CFOs, COOs, and IR professionals.
• Book discovery meetings for Account Executives and hand off warm, well-contextualized leads.
• Maintain accurate activity and pipeline data in Salesforce.
• Partner with Marketing on campaign feedback, messaging testing, and account targeting.
• Hit and exceed monthly and quarterly qualified meeting targets.

Skills

Sales experience

Written communication

Verbal communication

Curiosity about private markets

Organizational discipline

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Outreach

LinkedIn Sales Navigator

Job description

InvestorFlow is a fintech SaaS company delivering industry-specific CRM built on Salesforce, helping private markets firms manage relationships and opportunities. We’re seeking a driven Sales Development Representative to join our go-to-market team and accelerate growth across private equity, real assets, and private credit clients.

As an SDR, you’ll identify, engage, and qualify prospects, working with Account Executives to build pipeline and introduce InvestorFlow to firms that need it most.