Sales Development Representative

Summary

K1x is a data distribution platform for alternative investments that uses AI-powered automation to digitize the K-1 ecosystem. The Sales Development Representative will build qualified pipeline by prospecting and engaging decision-makers, qualifying leads, maintaining CRM discipline, and contributing market and product intelligence to sales and marketing strategy.

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,[RA1] 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

Skills

• * 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
• * 1–2 years of experience in sales, business development, customer-facing work, or another results-driven environment is preferred, but prior SDR/BDR experience is not required
• Experience selling into accounting firms or the alternative investment space is a plus
• Relevant internships and nontraditional sales experience are also welcome

Qualifications

Must Haves

• * 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

Nice to Haves

• * 1–2 years of experience in sales, business development, customer-facing work, or another results-driven environment is preferred, but prior SDR/BDR experience is not required
• Experience selling into accounting firms or the alternative investment space is a plus
• Relevant internships and nontraditional sales experience are also welcome

Benefits

• Competitive compensation and equity participation
• Comprehensive medical, dental, and vision coverage
• Flexible PTO and company-recognized holidays
• Fully remote work environment
• 401(k) program
• Paid parental leave