We're looking for a hungry, curious Sales Development Representative to join our growing go-to-market team. As an SDR at InvestorFlow, you'll be on the front lines of our growth: — identifying, engaging, and qualifying prospects across private equity, real assets, and private credit firms. You'll work closely with Account Executives and Marketing to build pipeline and introduce InvestorFlow to the firms that need it most.
This is an ideal role for someone who wants to build a career in fintech or enterprise SaaS sales, and is excited to learn the private markets industry from the ground up. This role has a clear path to Account Executive and beyond, as well as a front-row seat to the transformation of private markets technology .
Bonus
Qualify inbound leads and generate new business through outbound prospecting, building relationships with potential clients and setting sales-qualified appointments for Account Executives.
Generate and progress sales pipeline by researching target accounts, personalizing outreach, re-engaging prospects, and partnering with Account Executives to connect with legal buying committees.
Identify and qualify prospective customers through outbound and inbound outreach, build sales pipeline, and set meaningful meetings for Account Executives while partnering with Sales and Marketing.
Develop advisor recruiting opportunities through high-volume outbound prospecting, discovery, and qualified meeting booking, while managing pipeline activity and working toward ownership of the full recruiting cycle.
Qualifie les pistes entrantes, comprend les besoins des prospects et les convertit rapidement en entrevues confirmées, tout en maintenant un pipeline rigoureux et en collaborant avec le Marketing et les ventes.
