Sales Development Representative

K1X, Inc. is a leading data distribution platform for alternative investments, recognized as one of Fast Company's Most Innovative Companies in 2025. The Sales Development Representative will engage with key decision-makers at accounting firms and investment platforms to generate qualified leads, conduct outbound prospecting, and support the growth of K1X's revenue in the alternative investment market.

Responsibilities:

• Execute high-volume, high-quality outbound prospecting across phone, email, and LinkedIn
• Conduct deep account research using AI and tools such as Clay and Gong to identify key decision-makers and buying committees at accounting firms, institutional investors, university endowments, family offices, and private foundations
• Leverage intent data tools (LinkedIn Sales Navigator, 6Sense, ZoomInfo) to prioritize accounts with active buying signals and design tailored engagement sequences
• Qualify inbound and outbound leads against K1x's Ideal Customer Profile, budget, authority, need, and timeline, engaging prospects to uncover needs before scheduling discovery meetings for Account Executives
• Nurture inbound leads in a timely and strategic manner, ensuring a seamless transition from initial interest to a qualified meeting
• Deliver complete, accurate context to Account Executives on every handoff: prospect pain points, stakeholder map, and next steps
• Manage all activity, notes, and pipeline data in HubSpot with rigor, ensuring clean records and accurate forecasting
• Meet and exceed weekly and monthly KPIs for outreach volume, Sales Qualified Lead generation, and qualified meetings booked
• Review your own metrics regularly and refine your approach based on what the data tells you
• Stay current on alternative investment industry trends, regulatory changes affecting K-1 and 990 reporting, and the competitive landscape
• Collaborate with marketing and sales leadership to share field insights and contribute to targeting and positioning strategy
• Generate qualified pipeline consistently, meeting or exceeding quarterly SQL targets for the Account Executive team
• Book qualified discovery meetings at a rate that demonstrates strong conversion from outreach to call
• Maintain high outreach volume daily across phone, email, and LinkedIn while preserving quality and relevance at scale
• Develop working fluency in K-1 and 990 tax workflows, alternative investment structures, and the K1x product suite within 90 days
• Keep CRM records clean and complete, ensuring every interaction is logged and every handoff is accurate
• Contribute market intelligence back to marketing and sales leadership to sharpen go-to-market strategy

Requirements:

• 1 to 2 or more years of experience in an SDR, BDR, or inside sales role, ideally in B2B SaaS or fintech. Experience selling into accounting firms or the alternative investment space is a plus
• A track record of consistent quota or activity attainment. You run a disciplined process and take your numbers seriously
• Strong written and verbal communication skills. You write cold emails that get replies, open calls that earn conversations, and can speak intelligently about complex financial workflows
• Comfort navigating buying environments with multiple stakeholders across accounting, finance, and operations
• Proficiency with HubSpot or a comparable CRM, and outbound tools such as LinkedIn Sales Navigator, ZoomInfo, or 6Sense
• Genuine curiosity about the alternative investment and tax technology space. You do not need to be a CPA, but you are motivated to learn the domain and speak credibly about it
• A self-starter mentality: organized, resilient, and energized by outbound work. You take ownership of your pipeline and do not wait to be handed leads
• Collaborative spirit. You share insights with the team, celebrate wins together, and make the people around you better