Sales Development Representative
Department:
Job Summary
Werelooking for a hungry curious Sales Development Representative to join our growing go-to-market team. As an SDR atInvestorFlowyoullbe on the front lines of our growth:identifying engaging and qualifying prospects across private equity real assets and private credit firms.Youllwork closely with Account Executives and Marketing to buildpipelineand introduceInvestorFlowto the firms that need it most.
This is an ideal role for someone who wants to build a career in fintech or enterprise SaaSsales andis excited tolearnthe 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 .
- Own top-of-funnel pipeline generation through outbound prospecting via cold email phone and LinkedIn
- Qualify inbound leads from marketing campaigns events and referrals
- Research target accounts by understanding firm structure fund strategy team composition andlikely painpoints
- Craft personalized high-quality outreach to senior stakeholders including Partners CFOs COOs and IR professionals
- Book discovery meetings for Account Executives and hand off warm well-contextualized leads
- Maintainaccurateactivity and pipeline data in Salesforce
- Partner with Marketing on campaign feedback messaging testing and account targeting
- Hit and exceed monthly and quarterly qualified meeting targets
- 12 years of experience in a sales business development or client-facing role
- Exceptional written and verbal communication; you can writea cold email thatactually getsa reply
- Genuine curiosity about private markets alternative investments and the firms that manage them
- Comfort with ambiguity and a builders mindset. Were scalingthings move fast
- The ability to be organized self-motivated and disciplined about follow-up
- Bachelors degree or equivalent experience
Bonus
- Previousexperience withSaaS or financial services
- Familiarity with Salesforce Outreach LinkedIn Sales Navigator or similar tools is a plus
Required Experience:
IC
About Company
InvestorFlow is a leading provider of front-office software applications for private equity, real estate and hedge fund investment firms.