Fintech SDR: Revenue-Driven, Growth-Minded

Koyfin, Inc.; New York (NY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Equity options

Benefits package

Coaching from Head of Sales

Job summary

Koyfin is a fast-growing fintech company offering a powerful analytics platform used by financial advisors and indivi dual investors. This SDR role focuses on outbound calls, LinkedIn outreach, and researching advisors to book qualified meetings for Account Executives.

You’ll be one of the first in-house SDRs, with a performance-driven culture, where your outreach directly informs product and team growth. Hybrid work from Great Neck/ NYC is available.

Qualifications

• 1–3 years of experience as an SDR or BDR, ideally in B2B SaaS, with a track record of hitting or beating quota
• Comfortable on the phone and ability to hold real conversations with busy professionals
• Experience with multi-channel outreach (phone, email, LinkedIn) and a CRM
• Strong written and verbal communication, discipline to keep a CRM clean
• Curious, coachable, energized by testing and iterating rather than fixed scripts
• Interest in markets and investing; experience selling to financial advisors, RIAs, or financial services is a plus
• Able to start immediately and work hybrid from or near Great Neck, NY / NYC

Responsibilities

• Run high-quality outbound calls and LinkedIn outreach to users and new registrants
• Qualify prospects and book meetings for Account Executives, with clean, well-documented handoffs
• Work with RevOps on prospect lists, targeting, and sequencing
• Research prospects (advisors, RIAs, and IBD reps) using product-usage signals and firm data
• Log every activity in HubSpot so the team can measure what’s working
• Share what you hear from the market (objections, use cases, competitor mentions) to sharpen messaging and targeting
• Carry a revenue-based quota tied to pipeline you source that converts to closed-won business

Skills

SDR experience

SaaS sales

Multi-channel outreach

HubSpot CRM

Tools

HubSpot CRM

Job description

Koyfin is a fast-growing fintech company offering a powerful analytics platform used by financial advisors and indivi dual investors. This SDR role focuses on outbound calls, LinkedIn outreach, and researching advisors to book qualified meetings for Account Executives.

You’ll be one of the first in-house SDRs, with a performance-driven culture, where your outreach directly informs product and team growth. Hybrid work from Great Neck/ NYC is available.