Outbound Sales Development Representative (SDR)

Eqvista; Monterey (CA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Uncapped commission

Employee Stock Ownership Plan (ESOP)

Career growth opportunities

Job summary

A high-growth fintech company in Monterey, CA is seeking a Sales Development Representative (SDR). The ideal candidate will identify prospects, engage in multi-channel outreach, and qualify leads to drive sales success. Successful applicants will have a proven track record in B2B sales, exceptional communication skills, and a relentless drive to meet targets. This role offers a competitive salary, uncapped commission, and opportunities for career growth in a fast-paced environment.

Qualifications

• Proven track record in outbound B2B sales or SDR roles.
• At least 3 years in a deal-closing AE role.
• Experience in selling SaaS solutions to executive-level stakeholders.

Responsibilities

• Identify prospects, present solutions, and set up qualified sales calls.
• Run multi-channel outbound campaigns with a focus on personalization.
• Qualify leads and share market intel with marketing.

Skills

B2B sales

Lead qualification

Persistence

Exceptional communication

Problem-solving mindset

Education

Degree in Finance/Accounting/Management/Business Administration

Tools

HubSpot

LinkedIn Sales Navigator

Apollo

Job description

Overview

Eqvista is an equity management and equities valuation platform designed to help private companies and startups manage their ownership structure, track stock options, and perform up-to-date valuations. We currently serve over 20,000 startups with $80 billion in assets under administration and 30+ billion in assets valued (adding over $3b monthly). In five years, we’ve become a leader in equity management and company valuation.

Eqvista is led by seasoned entrepreneurs. Tomas Milar has founded numerous successful companies in fintech and leads strategy and product; his companies have each become #1 in their categories. Brayton Johnson is responsible for revenue and has generated over $2B in revenue. You would be working closely with both.

Our mission requires us to have an independent, creative, team-oriented, and supportive environment where everyone can perform their absolute best. We are a very motivated and extremely hard working team. We value individuals who bring a relentless problem-solving, responsibility mindset to every task and are 100% engaged on every level of a process - we see this as a critical component of building an industry-leading, successful company.

We are an early-stage, but proven and revenue-generating company shaking up the [industry] space. Backed by real customers, real traction, and a leadership team with a track record of building winners, we’re scaling fast. This is your chance to join a rocket ship, where top performers don’t just earn — they own a piece of the company.

We demand excellence, grit, persistence and relentless execution, but we reward it with uncapped upside, real career acceleration, and a chance to make a lasting impact on a category-defining company.

About the Role

We’re seeking a confident, extremely strong communicator, with a hunter-killer, win-every-time mentality to join our team to achieve the #1 position in our field (currently the fast-approaching #2!).

You’ll be the tip of the spear identifying the right targets, breaking through the noise, and getting decision-makers to the table. Your weapon arsenal is research precision, personalized outreach, and a modern tech stack that automates the boring stuff so you can focus on closing deals.

What You’ll Do

Identify prospects, present our solution, set up a call for Sales, and repeat.

Own the Top of the Funnel

• Research and map target accounts, identifying high-potential prospects in our ICP.
• Build and manage data-driven outreach lists with Clay, Apollo, Leadspicker, and LinkedIn Sales Navigator.

Be Relentless in Outreach

• Run multi-channel outbound campaigns — cold calls, cold emails, LinkedIn DMs — with a focus on personalization and conversion.
• Hit and exceed activity and meeting-booked targets.

Leverage the Best Tools in the Game

• HubSpot CRM for tracking and reporting.
• Instantly, Apollo, Clay, and LinkedIn for automation and precision targeting.

Feed the Sales Machine

• Qualify leads, set meetings, and hand off warm, high-intent prospects to Sales.
• Share real-time market intel with marketing and leadership to sharpen messaging and campaigns.

What We Look For

• Mental Athletes with a hunter-killer, win-every-time mentality who bring a total problem-solving mindset to their role every day
• Persistence-Always-Wins mentality — you’re not afraid to pick up the phone, send 100+ emails, and track down decision-makers.
• Proven track record in outbound B2B sales or SDR roles, ideally in a high-growth startup.
• Proficiency with Hubspot.
• Familiarity with HubSpot, Clay, Instantly, Apollo, Leadspicker, and LinkedIn Sales Navigator a plus.
• Exceptional communication skills — both written and verbal — with the ability to build rapport quickly.
• Competitive drive with a love for hitting (and smashing) goals.
• Self-directed, adaptable, and able to thrive in the fast-moving chaos of an early-stage company.
• Proven track record of at least 3 years in a deal-closing AE role, demonstrating consistent success
• Experience in sales/account executive role(s)
• Experience in selling SaaS solutions to executive-level stakeholders is preferred
• Independent, self-motivated, responsible and painstakingly diligent
• Professionalism centered on integrity and exceptional quality client service
• Degree in Finance/Accounting / Management / Business Administration or related fields (preferred)
• References from previous colleagues/employers is a must.

Salary and Benefits

• 5 day work week - in office - Monterey, CA
• Work at a high growth, industry leading Fintech firm
• Comprehensive on-job learning from seasoned professionals
• Potential to achieve true domain expertise and develop career-changing skills
• Competitive base salary + uncapped commission (top performers will out-earn market averages).
• Position mobility (Career Growth)
• Friendly, but high-intensity working environment
• Observed Holidays and PTO
• Employee Stock Ownership Plan (ESOP)

Awards and Recognitions

Eqvista is recognized by Tekpon as a top equity management software and awarded with 5 stars review and comments on G2.

Our Culture

Eqvista is an energetic team of young, knowledgeable, tireless, problem-solving professionals. We combine fresh perspectives with extensive industry experience to deliver innovative equity management solutions and valuation services. Our collaborative, fast-paced culture empowers employees to contribute meaningful ideas and drive the company’s growth.

If you are an extremely motivated individual who wishes to bring your drive, intellect and a relentless determination to win - and want to learn from seasoned professionals who have done this many times, we encourage you to apply for this exciting opportunity.

If you want a cushy 9-to-5, this isn’t it. If you want to work somewhere that demands the best of you — and rewards you for it with money, equity, and career-defining experience — let’s talk.

Apply now by sending your resume and a short note on why you’re a fit to [e-mail] with the subject line: SDR – I’m Your Hunter.