AngelList

Sales Development Rep

• Own inbound and outbound prospect qualification
• Ensure every lead is worked with speed and rigor
• Run early discovery calls and first conversations
• Uncover business needs and set Account Executives up to close
• Design and iterate on the qualification framework, including questions, signals, and advancement criteria
• Build and manage the SDR tech stack, including sequencing tools, scoring models, and AI-assisted workflows
• Track pipeline quality metrics
• Partner with marketing to make lead quality a shared funnel measure
• Research firms and identify decision-makers
• Hand qualified firms to Account Executives
• Track the funnel in Salesforce and use data to prioritize accounts
• Build the sales development playbook alongside the Head of Sales, Account Executives, and other SDRs
• Report to the Head of Sales

Sales Development Representative

General Counsel

• Own procurement and commercial contract reviews, including data rights, retention, and use of data to train AI models
• Assess fact-specific fund and investment matters, including fee disputes, carry transfers, distribution or secondary-related issues, side letters, and other non-standard fund operation issues
• Develop clear positions on legal risk
• Research and advise on questions under the Securities Act, Investment Company Act, Investment Advisers Act, and related rules
• Use AI-assisted research and drafting workflows while reviewing and verifying outputs
• Identify recurring patterns and create reusable guidance, templates, and AI-assisted workflows
• Support bespoke fund structures and strategic customer arrangements
• Work cross-functionally with Product, Engineering, Fund Operations, Finance, Tax, Compliance, and Customer Success
• Improve systems and processes that generate recurring legal matters

Sales Development Representative

Legal Counsel