Founding SDR - Remote FinTech Growth Role

SyntheticFi; United States; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Unlimited PTO

401(k) Retirement Plan

Medical Insurance

Dental Insurance

Vision Insurance

Equity up to 0.25%

Job summary

SyntheticFi is seeking a proactive SDR to own its outbound sales process and build new workflows from the ground up. You will craft targeted campaigns to financial advisors and RIAs, leveraging cold calling, email, LinkedIn, and other channels to generate qualified meetings for the sales team.

You’ll identify new segments, write and test outreach content, and manage the end-to-end pre-meeting process. A strong, self-directed, creative mindset is essential for success.

Qualifications

• 1–3 years in sales development or outbound sales.
• Experience with cold outbound prospecting, including cold calling and email outreach.
• Experience using CRM platforms to manage prospects, track outreach, and maintain pipeline data.

Responsibilities

• Develop and execute highly targeted outbound campaigns to financial advisors and other prospects, with cold calling as a significant part of the day.
• Identify new prospect segments and outreach opportunities and devise creative ways to reach target prospects.
• Write, test, and refine cold-call scripts, voicemail messages, and email sequences based on resonance with prospects.
• Own the pre-meeting prospecting process: lead lists, segmentation, sequences, follow-ups, conversations, handoffs, CRM activity.
• Experiment with new outbound strategies, tools, and workflows to improve the outbound process.
• Collaborate with Sales and internal teams and continually refine approach to improve meeting conversions.

Skills

Outbound sales

CRM proficiency

Cold calling

Written communication

Proactive / self-directed

Organizational skills

FinTech knowledge

Collaboration

LinkedIn prospecting

Tools

HubSpot

Salesforce

LinkedIn Sales Navigator

Job description

SyntheticFi is seeking a proactive SDR to own its outbound sales process and build new workflows from the ground up. You will craft targeted campaigns to financial advisors and RIAs, leveraging cold calling, email, LinkedIn, and other channels to generate qualified meetings for the sales team.

You’ll identify new segments, write and test outreach content, and manage the end-to-end pre-meeting process. A strong, self-directed, creative mindset is essential for success.