Hybrid SDR: Shape Growth in Fintech (Equity Eligible)

Koyfin, Inc.; United States; Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Equity options

Comprehensive benefits

Direct coaching from Head of Sales

Growth-oriented environment

Job summary

Koyfin in the New York area is seeking an in-house SDR to turn product momentum into revenue, focusing on outreach to financial advisors and RIAs. You will own the early stages of the sales process, perform research, cold calls, emails, and LinkedIn, and hand leads to Account Executives.

This is a ground-floor role in a lean sales team. You will test sequences over a 45-day multi-touch journey, logging activity in HubSpot and reporting on what works.

Qualifications

• 1 to 3 years of SDR/BDR experience in B2B SaaS.
• Comfortable on the phone and able to hold real conversations with busy professionals.
• Experience with multi-channel outreach (phone, email, LinkedIn) and a CRM.
• Strong written and verbal communication; CRM discipline.
• Curious, coachable, and energized by testing and iteration.
• Interest in markets/investing; selling to financial advisors 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

B2B SaaS

Outbound calls

Multi-channel

Communication

Research

Tools

HubSpot CRM

Job description

Koyfin in the New York area is seeking an in-house SDR to turn product momentum into revenue, focusing on outreach to financial advisors and RIAs. You will own the early stages of the sales process, perform research, cold calls, emails, and LinkedIn, and hand leads to Account Executives.

This is a ground-floor role in a lean sales team. You will test sequences over a 45-day multi-touch journey, logging activity in HubSpot and reporting on what works.