About the Position

Sales Development Representative

Overview

Koyfin is a fast-growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms.

Our impact so far:

🚀 One of the fastest-growing platforms for financial advisors, driven by product-led growth

🥇 Recognized by users as a top-rated investment solution on G2

🏆 Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry

About the Role

Koyfin has over 60,000 financial advisors using the platform and over 800,000 registered users. Most of them found us on their own. Your job is to turn that product-led momentum into revenue by reaching the right advisors at the right moment and booking qualified meetings for our Account Executives.

You'll be one of our first in-house SDRs, joining a lean sales org. You own the human side of outreach: research, calls, and LinkedIn. You'll run time-boxed tests across a 45-day multi-touch journey of calls, emails, and LinkedIn.

This is a ground-floor seat. Every motion here has defined success and quit criteria, and what you learn on the phones directly shapes how we build and scale the team.

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

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

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.

Careers FAQ

Can I work remotely? Yes, you can work from anywhere.
Do you have an office? We are a remote-first company and maintain an office in Kyiv. Additionally, some of our employees opt to work from local coworking spaces.
What is your recruitment process? The hiring process can depend on the specific role, team, and level. Our recruiter will be happy to provide all the details of the recruitment process for the position you are applying for.
How should I prepare for the recruitment process? We recommend creating an account and using Koyfin to become familiar with our product. Additionally, you can learn more about Koyfin through our website, YouTube channel, and Twitter. As you prepare for the interview, consider specific examples from your past experience that demonstrate your impact on projects and team performance. Don’t hesitate to contact our recruitment specialist if you have questions about how to prepare for this step. Thorough preparation for your interview is crucial, and we encourage you to ask any questions you may have during the interview. It’s important that Koyfin is a good fit for you and you are a good fit for Koyfin. We highly encourage you to review our values and reflect on how they align with your values and personality.
Should I have previous experience in FinTech or Investments? We value an extra interest or experience in FinTech/Investments. However, this is not a requirement.
Do you provide benefits? Yes, we offer full benefits in the US. In other regions, the benefits depend on your location. Check out the benefits section on the Careers page.
Do you offer a 401k? Yes, we offer 401(k) contributions and company matching.
What is the culture like in Koyfin? Koyfin is a small, scrappy startup with a big impact. We value swift and effective action. Below is a list of our values, which are crucial to us, and we aim to reflect them in everyone at Koyfin:
1. Customer First
2. Humility & Respect
3. Teamwork
4. Continuous Improvement
5. GSD

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Sales Development Representative

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