Remote SDR – Fintech: Book Meetings with Advisors

Social Leverage LLC; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Equity options

Comprehensive benefits

Job summary

Koyfin is seeking an in‑house SDR to drive outbound outreach, research prospects, and book meetings for our Account Executives. You’ll run a 45‑day multi-touch journey across calls, emails, and LinkedIn, with a revenue-based quota and clean CRM hygiene.

Ideal candidates have 1–3 years in B2B SaaS sales, strong communication skills, and a drive to beat goals. This hybrid role is based near Great Neck, NY or NYC and offers a growth path within Sales.

Qualifications

• 1–3 years of experience as an SDR/BDR in B2B SaaS with a track record of hitting quota.

Responsibilities

• Run high-quality outbound calls and LinkedIn outreach to users and new registrants.
• Qualify prospects and book meetings for Account Executives with clean handoffs.
• Work with RevOps on prospect lists, targeting, and sequencing.
• Research prospects (advisors, RIAs, or IBD reps) using product-usage signals.
• Log every activity in HubSpot for measurement.
• Share market feedback to sharpen messaging and targeting.
• Carry a revenue-based quota tied to pipeline you source.

Skills

Outbound calls

Multi-channel outreach

Communication

Coachable

Quota-driven

Research

adaptability

Tools

HubSpot

Job description

Koyfin is seeking an in‑house SDR to drive outbound outreach, research prospects, and book meetings for our Account Executives. You’ll run a 45‑day multi-touch journey across calls, emails, and LinkedIn, with a revenue-based quota and clean CRM hygiene.

Ideal candidates have 1–3 years in B2B SaaS sales, strong communication skills, and a drive to beat goals. This hybrid role is based near Great Neck, NY or NYC and offers a growth path within Sales.