Sales Development Representative

Koyfin

. Reach financial advisors at the right moment and book qualified meetings for Account Executives .

Posted 9/29/2026full-timeGreat Neck • New York • United StatesJunior💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in multi-channel outreach, including outbound calls, emails, and LinkedIn, while effectively qualifying prospects and booking meetings for Account Executives. Proficient in using HubSpot for CRM management and maintaining clean records to support revenue generation.

Highest-signal resume keywords

B2B SaaS ExperienceOutbound CallingMulti-Channel OutreachHubSpot ProficiencyQuota Achievement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Prospect QualificationMeeting BookingResearch SkillsCRM ManagementData Logging

Soft Skills

Strong CommunicationCuriosityCoachabilityDiscipline

Tools & Technologies

HubSpot

Industry Keywords

Financial AdvisorsRIAsIBD RepresentativesB2B SalesMarket Interest

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

1 to 3 years of experience as an SDR or BDR, ideally in B2B SaaS
Track record of hitting or beating quota
Comfortable making outbound calls and holding conversations with busy professionals
Experience with multi-channel outreach via phone, email, and LinkedIn
Experience with a CRM; HubSpot is a plus
Strong written and verbal communication
Discipline to keep CRM records clean
Curious, coachable, and energized by testing and iteration
Interest in markets and investing
Experience selling to financial advisors, RIAs, or financial services is a plus, not required
Able to start immediately
Able to work hybrid from or near Great Neck, NY / NYC

Benefits

Comp & perks

Performance bonus of up to $30,000 per year tied to individual pipeline and revenue goals, paid quarterly
Equity options
Medical, dental, and vision coverage for eligible US employees
Direct coaching from the Head of Sales
Clear career path and visibility into team growth
Opportunity to work at a fast-growing fintech company
Opportunity to make a direct impact on the product and community
Industry-leading financial analytics product
Cash-flow-positive company focused on efficiency and growth