Outbound Sales Development Representative (SDR) (Fast-paced Profitable Fintech, Move to Montere[...]

Eqvista

Monterey (CA)

On-site

USD 52,000 - 78,000

Full time

14 days+

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Benefits offered by this job

Stock options

Competitive pay

Job summary

Eqvista in Monterey, CA is seeking an Outbound SDR to proactively source and qualify prospects, supporting the sales team from first touch to close.

This in-office, contract-to-permanent role requires a hunter mentality, persistence, and experience in outbound B2B SaaS sales; you will use tools like HubSpot, Apollo, Clay, Leadspicker, and LinkedIn Navigator.

You will be in the office five days a week, collaborating with leadership to accelerate growth and bring in high-intent opportunities.

Qualifications

Proven outbound B2B sales track record.
Experience with SaaS sales to executives is preferred.
Strong communication and relationship-building skills.

Responsibilities

Identify prospects and map target accounts for outbound outreach.
Qualify leads and set meetings for Sales.
Maintain data quality in CRM and communicate market feedback.

Skills

Outbound prospecting

B2B sales

Sales negotiations

Education

Finance degree

Tools

HubSpot

Apollo

Clay

Leadspicker

LinkedIn Navigator

Job description

Outbound Sales Development Representative (SDR) (Fast-paced Profitable Fintech, Move to Monterey, CA!)

Contract-to-Permanent | In-Office Only

Downtown Monterey, CA

Remote applicants will not be considered

About Us

We are a leading equity management and business valuation firm serving private companies and venture-backed startups. Our platform helps founders, CFOs, and investors manage cap tables, stock options, and perform defensible, audit-ready valuations. We are a profitable Fintech company, and we would love to have you here in beautiful Monterey. We do things differently from the traditional VC-dependent companies.

In just a few years, we’ve grown to serve 25,000 private companies , with $300B in assets under administration and $100B in valuations performed , adding over $5B in new valuations monthly. We are revenue-generating, profitable, and scaling fast.

The firm is led by seasoned fintech entrepreneurs with a track record of building #1 category leaders and generating billions in revenue. You’ll work closely with senior leadership, sales, and product-this is not a “back-office” role.

Our culture is intense, collaborative, and execution-driven. We expect ownership, accountability, and excellence-but we reward it with real responsibility, accelerated growth, and long-term upside.

About the Role

This role sits at the front door of our revenue engine.

As an Outbound SDR professional, you will be responsible for proactively sourcing and qualifying prospects through outbound outreach, supporting the sales team throughout the deal cycle, and ensuring prospects receive a best-in-class buying experience from first touch to close.

This is a contract-to-permanent opportunity designed for someone who wants to prove themselves quickly and grow into a long-term sales or revenue role. You will be in the office five days a week in downtown Monterey, working side-by-side with leadership and the sales team.

We believe great people do their best work when they have trust, speed, and room to experiment. If you want to try a new tool, test a better process, or move on a strong idea, we’ll support you and help you execute fast.

If you want remote flexibility or a low-intensity environment, this is not the role for you. If you want to learn fast, contribute immediately, and build a serious career in fintech and professional services, keep reading.

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.

Who We’re Looking 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.