Sales Development Representative

Arcana; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. As an SDR, you’ll identify and research prospective clients across the hedge fund and asset management ecosystem, engaging them through personalized outreach to open high-value opportunities.

You’ll partner with sales, marketing, and product to shape how Arcana reaches new clients, with a focus on building a scalable client base and transitioning qualified meetings to the sales

Qualifications

• 2+ years in a client-facing role within financial services or enterprise SaaS.
• Familiarity with portfolio analytics and institutional workflows (e.g. attribution, alpha/beta, drawdowns, correlation).
• Excellent written and verbal communication with credibility when engaging hedge fund/asset management professionals.
• Self-starter with strong organization, curiosity, and attention to detail.
• Experience with CRM tools (Salesforce, HubSpot, or similar) preferred.

Responsibilities

• Identify target hedge funds, asset managers, and allocators to build high-quality prospect lists.
• Engage prospective clients through personalized outreach (email, LinkedIn, calls) to introduce Arcana and qualify interest.
• Collaborate closely with Sales Directors to develop account strategies and book qualified discovery meetings.

Skills

Excellent communication

Prospecting

CRM proficiency

Self-starter

Organization

Education

Bachelor’s or Master’s degree in Finance, Economics, Business, or related field

CFA, FRM, or MBA is a strong plus

Tools

Salesforce

HubSpot

Job description

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. We’re rethinking the tools institutional investors rely on— and we’re hiring an exceptional Sales Development Representative to help drive that transformation.

As a SDR at Arcana, you’ll play a foundational role in building our client base and shaping the future of institutional analytics. You’ll identify, research, and engage prospective clients across the hedge fund and asset management ecosystem—partnering closely with sales, marketing, and product to open high-value opportunities and define how we reach new clients.

If you’re looking to rocket-ship your career and work alongside a top-performing sales team (ex-AlphaSense, Visible Alpha, MSCI), we’d love to talk.

Responsibilities

• Identify and research target hedge funds, asset managers, and allocators to build high-quality prospect lists
• Engage prospective clients through personalized outreach (email, LinkedIn, calls) to introduce Arcana and qualify interest
• Collaborate closely with Sales Directors to develop account strategies and book qualified discovery meetings

Requirements

• 2+ years of experience in a client-facing role within financial services or enterprise SaaS, with direct exposure to institutional clients (hedge funds, asset managers, allocators, etc.)
• Familiarity with portfolio analytics, investment concepts, and institutional workflows (e.g. attribution, alpha/beta, drawdowns, correlation, etc.)
• Excellent written and verbal communication skills—able to engage hedge fund and asset management professionals with credibility
• Self-starter mindset with strong organization, curiosity, and attention to detail
• Experience with CRM tools (Salesforce, HubSpot, or similar) preferred
• Prior exposure to hedge funds, asset managers, or investment technology is a plus

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field
• CFA, FRM, or MBA is a strong plus
• Experience with Bloomberg, FactSet, or portfolio analytics platforms is helpful
• Familiarity with equity risk models and factor-based investment frameworks is helpful

Compensation

• Performance-based bonus tied to key sales metrics, including number of qualified meetings booked, and pipeline created