Koyfin provides tools for advisors and investors to research markets, analyze portfolios, and create client-ready reports in one place. Koyfin covers equities, ETFs, mutual funds, forex, bonds, etc. Backed by Craft Ventures.
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. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 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
More about this role
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.
🚀 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
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...
Browse similar: Startup jobs · Remote jobs