Sales Development Representative

🕒 June 4

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

💵 Sales Development (SDR)

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 61%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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K1X

WebsiteLinkedInAll Job Openings

11 - 50 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

K1X is an AI-powered platform that specializes in streamlining alternative investment tax compliance for investors and advisors. The platform offers various automated solutions, including K1 Aggregator for automating the receipt and analysis of K-1 Form data, K1 Creator for digital production of K-1 forms, and 990 Tracker for automating exempt reporting and filing. K1X utilizes patented AI technology to ensure high accuracy and reduce manual data extraction time. It is designed to improve efficiency, reduce costs, and enhance transparency in tax processes, particularly where alternative investments are concerned.

📋 Description

• Identify and engage Tax Partners, CFOs, Controllers, and Directors of Operations at accounting firms, hedge funds, private equity shops, university endowments, and wealth management platforms • Execute high-volume, high-quality outbound prospecting across phone, email, and LinkedIn • Conduct account research using AI and tools such as Clay and Gong to identify decision-makers and buying committees • Use LinkedIn Sales Navigator, 6Sense, and 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 • Uncover prospect needs and schedule discovery meetings for Account Executives • Nurture inbound leads and ensure a seamless transition to qualified meetings • Deliver Account Executives complete context on prospect pain points, stakeholder maps, and next steps • Manage activity, notes, and pipeline data in HubSpot • Meet and exceed weekly and monthly KPIs for outreach volume, Sales Qualified Lead generation, and qualified meetings booked • Review performance metrics and refine the approach based on data • 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, positioning, and go-to-market strategy • Build pipeline and contribute to K1x revenue growth in the alternative-investment tax technology market

🎯 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 • Strong written and verbal communication skills • Comfort navigating buying environments with multiple stakeholders across accounting, finance, and operations • Proficiency with HubSpot or a comparable CRM • Proficiency with outbound tools such as LinkedIn Sales Navigator, ZoomInfo, or 6Sense • Genuine curiosity about the alternative investment and tax technology space • Motivation to learn the domain and speak credibly about it; CPA certification is not required • Self-starter mentality; organized, resilient, and energized by outbound work • Ownership of pipeline and willingness to generate outbound leads • Collaborative spirit • Ability to meet or exceed quarterly SQL targets • Ability to book qualified discovery meetings • Ability to maintain high-quality daily outreach across phone, email, and LinkedIn • Ability to develop working fluency in K-1 and 990 tax workflows, alternative investment structures, and the K1x product suite within 90 days • Ability to maintain clean and complete CRM records and accurate handoffs

🏖️ 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 • Industry-leading AI platform trained on over one million K-1 documents and a proprietary data moat competitors cannot easily replicate • Opportunity to help define and lead a rapidly evolving category within private markets tax technology • High-impact role with direct influence on company growth, market positioning, and product strategy • Collaborative, execution-focused culture built for operators and builders • Competitive compensation, equity participation, and comprehensive benefits package