Sales Development Rep - FinTech SaaS (Equity + Benefits)

K1 Industries; San Francisco (CA); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health coverage

Equity

401k matching

Flexible time off

In-office SF

Job summary

Fazeshift is seeking a Sales Development Representative to be the first conversation with CFOs and finance leaders. You’ll research target accounts, start conversations through outbound and inbound channels, and book qualified meetings for our Account Executives.

This early go-to-market role offers room to shape our outbound playbook, collaborate with founders and AEs, and grow into a closing role as the company scales in the Bay Area.

Qualifications

• 1–2 years in a quota-carrying SDR/BDR role, ideally B2B SaaS.
• Track record of hitting or beating meeting and pipeline targets.
• Clear, concise writing and confidence on cold calls.
• Curiosity about how finance teams work, and ability to speak credibly to senior finance buyers.
• Comfort with a high-volume, fast-changing startup environment — you take feedback and adjust quickly.
• Organized and data-driven: you track your numbers and know what's working.

Responsibilities

• Prospect into mid-market and enterprise finance teams — CFOs, VPs of Finance, controllers and AR managers — through email, phone, LinkedIn and events
• Research accounts and personas to write sharp, relevant outreach about AR pain: slow collections, high DSO, manual reconciliation
• Respond quickly to inbound leads and qualify them on need, timing, authority and fit
• Book discovery meetings for Account Executives and hand off clean context on every opportunity
• Build and iterate on sequences, testing messaging and reporting what converts
• Keep HubSpot accurate and up to date on activity, pipeline and notes
• Share market feedback with product and marketing to sharpen our positioning

Skills

Quota-carrying SDR

B2B SaaS experience

Clear writing

Cold calling

Finance buyer empathy

Data-driven

Tools

HubSpot

Apollo

Clay

Job description

Fazeshift is seeking a Sales Development Representative to be the first conversation with CFOs and finance leaders. You’ll research target accounts, start conversations through outbound and inbound channels, and book qualified meetings for our Account Executives.

This early go-to-market role offers room to shape our outbound playbook, collaborate with founders and AEs, and grow into a closing role as the company scales in the Bay Area.