{"id":1486448,"url":"https://alion.io/job/koyfin-sales-development-representative","title":"Sales Development Representative","company":{"id":58647,"name":"Koyfin","domain":"koyfin.com","url":"https://alion.io/company/koyfin","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":75000,"max":115000,"currency":"USD","period":"year","gross":null,"usd_annual":115000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"HubSpot","optional":false},{"name":"LinkedIn","optional":false}],"status":"live","first_seen_at":"2026-09-29T11:06:17Z","employer_posted_date":"2026-09-29","last_verified_at":"2026-10-26T10:05:13Z","board_verified":true,"closed_at":null,"days_open":27,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":27},"description":"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.\nOur impact so far:\nOne of the fastest-growing platforms for financial advisors, driven by product-led growth\nRecognized by users as a top-rated investment solution on G2\n Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry\nAbout the Role\nKoyfin 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.\nYou'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.\nThis 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.\nWhat You'll Do\nThis role is for someone who is competitive, hungry and here to win. We set aggressive goals and we’re looking for people who want to beat them. The pace is fact, the work is hard. If that energizes you, you’ll fit in.\nRun high-quality outbound calls and LinkedIn outreach to users and new registrants\n\nQualify prospects and book meetings for Account Executives, with clean, well-documented handoffs\n\nWork with RevOps on prospect lists, targeting, and sequencing\n\nResearch prospects (advisors, RIAs, and IBD reps) using product-usage signals and firm data\n\nLog every activity in HubSpot so the team can measure what's working\n\nShare what you hear from the market (objections, use cases, competitor mentions) to sharpen messaging and targeting\n\nCarry a revenue-based quota tied to pipeline you source that converts to closed-won business\n\nWhat We're Looking For\n1 to 3 years of experience as an SDR or BDR, ideally in B2B SaaS, with a track record of hitting or beating quota\n\nComfortable on the phone: you like calling and can hold a real conversation with a busy professional\n\nExperience with multi-channel outreach (phone, email, LinkedIn) and a CRM (HubSpot a plus)\n\nStrong written and verbal communication, and the discipline to keep a CRM clean\n\nCurious, coachable, and energized by testing and iterating rather than running a fixed script\n\nInterest in markets and investing. Experience selling to financial advisors, RIAs, or financial services is a plus, not required\n\nAble to start immediately and work hybrid from or near Great Neck, NY / NYC\n\nWhy Join Koyfin\nCompetitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package.\n\nCareer Path: Early SDRs get direct coaching from the Head of Sales and a clear line of sight into how the team grows.\n\nInnovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products.\n\nDynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done.\n\nImpactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves.\n\nIndustry-Leading Product: Sell a product users already love, disrupting the financial analytics space through product-led growth.\n\nEfficiency and Growth: Koyfin is cash flow positive and emphasizes doing more with less.\n\nAt Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you.\nOur hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership.\nKoyfin is an equal opportunity employer committed to building a diverse and inclusive team.","description_format":"text","description_chars":4308,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Online Brokerage & Trading Platforms","Financial Data & Market Intelligence"],"lifecycle":[{"event":"open","at":"2026-09-29T23:28:24Z"}],"visa":[],"liveness":{"score":38,"band":"fade","label":"Fading","p_open":1,"p_active":0.689,"p_room":0.55,"age_days":26,"expected_fill_days":24,"reasons":["conf:0","win:tail","comp:junior"],"computed_at":"2026-10-26T05:57:25Z"},"pay":{"stated_usd_annual":115000,"is_top_pay":true},"html_url":"https://alion.io/job/koyfin-sales-development-representative","json_url":"https://alion.io/job/koyfin-sales-development-representative.json","meta":{"generated_at":"2026-10-26T13:50:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19101,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-27T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":58647},"rest":"https://alion.io/mcp/rest/get_company?id=58647"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fkoyfin-sales-development-representative"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fkoyfin-sales-development-representative"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fkoyfin-sales-development-representative"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/koyfin-sales-development-representative\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fkoyfin-sales-development-representative"}]}