Sales Development Representative

🕒 May 28

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟢 Junior

💵 Sales Development (SDR)

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FinStrat Management, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

FinStrat Management, Inc. is a financial services company that specializes in providing accounting, finance, and reporting solutions for SaaS, AI-driven, and venture-backed companies. The firm offers a range of services including fractional CFO, controller, and bookkeeping, as well as VC fund accounting and administration. Additionally, they provide portfolio company monitoring and private asset tracking and reporting services tailored for high-net-worth individuals, family offices, and VCs. FinStrat leverages AI tools to enhance financial operations and deliver GAAP-compliant financial insights through web-based dashboards.

📋 Description

• Prospect and identify new business opportunities through targeted cold outreach, including personalized email campaigns and multi-touch sequences. • Qualify inbound and outbound leads to assess fit and intent, then set and participate in discovery and introductory meetings with our Chief Revenue Officer and team. • Attend and actively participate in industry conferences, networking events, and trade shows to generate pipeline and build brand awareness. • Maintain accurate and up-to-date records of all prospect activity, pipeline status, and communications through customer relationship management best practices. • Collaborate with Marketing to refine messaging, optimize outreach sequences, and provide feedback from prospect conversations. • Consistently meet or exceed monthly and quarterly targets for outreach activity, qualified opportunities created, and meetings set. • Stay current on the tech industry and startup trends, competitive landscape within venture-backed companies, and sales tool and product developments to engage prospects in an efficient and credible manner.

🎯 Requirements

• 1+ year of experience in an SDR, BDR, or similar outbound sales role at a SaaS or professional services company. • Proven track record of meeting or exceeding pipeline generation targets. • Experience managing prospect data and activity in a CRM. • Strong written and verbal communication skills with the ability to craft compelling, concise outreach messaging. • Comfortable attending and representing the company at in-person industry events, often after business hours. • Highly organized, self-motivated, and able to manage time effectively in a fast-paced environment. • Familiarity with sales engagement tools (e.g., Outreach, Salesloft, Apollo.

🏖️ Benefits

• Compensation commensurate with experience • Flexible work schedule • Unlimited vacation • Medical, dental, and vision insurance • Ongoing education and training • Bonuses and profit-sharing