Sales Development Representative

Koyfin•New York, NY

4d•Hybrid

About The Position

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. 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.

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.
Able to start immediately and work hybrid from or near Great Neck, NY / NYC

Nice To Haves

Experience selling to financial advisors, RIAs, or financial services is a plus, not required

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