Koyfin

Sales Development Rep

• Reach financial advisors at the right moment and book qualified meetings for Account Executives
• Conduct research, calls, and LinkedIn outreach
• Run time-boxed tests across a 45-day multi-touch journey of calls, emails, and LinkedIn
• Run outbound calls and LinkedIn outreach to users and new registrants
• Qualify prospects and book meetings for Account Executives
• Document clean handoffs
• Work with RevOps on prospect lists, targeting, and sequencing
• Research advisors, RIAs, and IBD representatives using product-usage signals and firm data
• Log every activity in HubSpot
• Share market feedback, including objections, use cases, and competitor mentions
• Carry a revenue-based quota tied to sourced pipeline that converts to closed-won business

Sales Development Representative

Revenue Operations

• Report to the Head of Sales
• Build the Revenue Operations function from scratch
• Support existing AEs, newly hired SDRs, and the Head of Sales
• Run tests, build reporting, and create efficient motions to reach aggressive goals
• Own HubSpot administration, integrations, and data quality
• Own and expand enrichment for new registrants and existing users
• Define and document the funnel from lead to deal created, including the lead-scoring model
• Build dashboards, reporting, and forecasting infrastructure
• Own test-validation tooling for time-boxed motion tests
• Create and iterate prospect-facing messaging across email and LinkedIn
• Work with SDRs on targeting and sequencing
• Own message performance, including reply rates and positive-reply definitions, as funnel inputs
• Work alongside AEs and SDRs to identify what is working, iterate, and improve

Sales Development Representative

Revenue Operations Lead