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Flex is building the AI-native private bank for business owners. We’re a fast-moving team focused on disrupting traditional finance with innovative, technology-driven solutions.
This SDR/BDR role centers on top-of-funnel pipeline generation through outbound prospecting, qualifying leads, and setting meetings in a remote-capable environment. You’ll work with a small team and report to the Head of Sales Development.
...Flex is building the AI-native private bank for business owners . We’re re-architecting the entire financial system for entrepreneurs... ...team of 7–9 IC BDRs and report directly to our Head of Sales Development. You’ll be the day-to-day coach, performance manager, and...
Not disclosed — ask in interview
Commission
Structure not specified
OTE
$125k (range: $90k–$125k)
Ramp Period
Not mentioned — clarify timeline
Buyer Persona
Director-Level
Bachelor's Degree · Required
Prospecting calls 40–70/day
Meetings set 3–5/week
Estimates based on role type and selling motion — actual may vary by company.
Typical Sales Cycle
Common Buyer Objections
Key Industry Metrics
AUM (Assets Under Management) Risk-Adjusted Returns Compliance Pass Rate Client Retention Rate Revenue Per Advisor
Hot Topics to Reference
Use these insights to speak the buyer's language in interviews.
Template question
Research Flex's product, recent news, and key competitors
Review relevant certifications and licensing requirements
Prepare to discuss your home office setup and self-management discipline
Review the job description and map your experience to each requirement
Role Insights
This SDR/BDR role focuses on top-of-funnel pipeline generation through outbound prospecting.
Financial services sales requires strong compliance awareness and regulatory knowledge.
Remote positions in sales offer flexibility but require strong self-discipline and proactive communication with distributed teams.
The compensation range of $90k–$125k OTE suggests a competitive package for this market segment.