InvestorFlow
Sales Development Representative
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About the Role
We're looking for a hungry, curious Sales Development Representative to join our growing go-to-market team. As an SDR at InvestorFlow, you'll be on the front lines of our growth: — identifying, engaging, and qualifying prospects across private equity, real assets, and private credit firms. You'll work closely with Account Executives and Marketing to build pipeline and introduce InvestorFlow to the firms that need it most.
This is an ideal role for someone who wants to build a career in fintech or enterprise SaaS sales, and is excited to learn the private markets industry from the ground up. This role has a clear path to Account Executive and beyond, as well as a front-row seat to the transformation of private markets technology.
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You Will
- Own top-of-funnel pipeline generation through outbound prospecting via cold email, phone, and LinkedIn
- Qualify inbound leads from marketing campaigns, events, and referrals
- Research target accounts by understanding firm structure, fund strategy, team composition, and likely pain points
- Craft personalized, high-quality outreach to senior stakeholders including Partners, CFOs, COOs, and IR professionals
- Book discovery meetings for Account Executives and hand off warm, well-contextualized leads
- Maintain accurate activity and pipeline data in Salesforce
- Partner with Marketing on campaign feedback, messaging testing, and account targeting
- Hit and exceed monthly and quarterly qualified meeting targets
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You Have
- 1–2 years of experience in a sales, business development, or client-facing role
- Exceptional written and verbal communication; you can write a cold email that actually gets a reply
- Genuine curiosity about private markets, alternative investments, and the firms that manage them
- Comfort with ambiguity and a builder's mindset. — We're scaling, things move fast
- The ability to be organized, self-motivated, and disciplined about follow-up
- Bachelor's degree or equivalent experience
Bonus
- Previous experience with SaaS or financial services
- Familiarity with Salesforce, Outreach, LinkedIn Sales Navigator, or similar tools is a plus
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