Sales Development Representative

Sales Development Representative

Location: New York, United States

Employment Type: Full-time

Work Location Type: Hybrid

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About the Position

Koyfin is a fast-growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors. We are looking for a Sales Development Representative to join our sales team and drive revenue by reaching financial advisors and booking qualified meetings for our Account Executives.

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Responsibilities

• Run high-quality outbound calls and LinkedIn outreach to users and new registrants
• Qualify prospects and book meetings for Account Executives, with clean, well-documented handoffs
• Work with RevOps on prospect lists, targeting, and sequencing
• Research prospects (advisors, RIAs, and IBD reps) using product-usage signals and firm data
• Log every activity in HubSpot so the team can measure what's working
• Share what you hear from the market (objections, use cases, competitor mentions) to sharpen messaging and targeting
• Carry a revenue-based quota tied to pipeline you source that converts to closed-won business

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Requirements

• 1 to 3 years of experience as an SDR or BDR, ideally in B2B SaaS, with a track record of hitting or beating quota
• Comfortable on the phone: you like calling and can hold a real conversation with a busy professional
• Experience with multi-channel outreach (phone, email, LinkedIn) and a CRM (HubSpot a plus)
• Strong written and verbal communication, and the discipline to keep a CRM clean
• Curious, coachable, and energized by testing and iterating rather than running a fixed script
• Interest in markets and investing. Experience selling to financial advisors, RIAs, or financial services is a plus, not required
• Able to start immediately and work hybrid from or near Great Neck, NY / NYC

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Compensation

• Base Salary: $75,000 - $115,000 per year
• Performance Bonus: Up to $30,000 per year
• Equity Options: Included
• Benefits: Medical, dental, and vision coverage for eligible US employees

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Why Join Koyfin

• Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package.
• Career Path: Early SDRs get direct coaching from the Head of Sales and a clear line of sight into how the team grows.
• Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products.
• Dynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done.
• Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves.
• Industry-Leading Product: Sell a product users already love, disrupting the financial analytics space through product-led growth.
• Efficiency and Growth: Koyfin is cash flow positive and emphasizes doing more with less.

At Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you.

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About the Company

Koyfin is an equal opportunity employer committed to building a diverse and inclusive team. Join us in our mission to provide world-class research tools to every investor.