K1X

Financial Services

SalesDevelopmentRepresentative

₹8–15L ~AI est. Remote FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Sales Development Representative at K1X. Skills: Outbound prospecting, Lead qualification, Pipeline generation. Execute high-volume outbound prospecting. Conduct account research”

What You'll Achieve.

Generate qualified pipeline consistently; Meet quarterly SQL targets; Exceed quarterly SQL targets; Book qualified discovery meetings; Maintain high outreach volume; Keep CRM records clean; Keep CRM records complete; Log every interaction; Ensure every handoff accurate; Contribute market intelligence

Industry & Context.

Financial Services

What They're Looking For.

Must Have

1-2 years experience SDR/BDR/inside sales, Track record quota attainment, Written and verbal communication skills, Comfort navigating buying environments, Proficiency HubSpot or comparable CRM, Proficiency LinkedIn Sales Navigator, Proficiency ZoomInfo, Proficiency 6Sense

Nice to Have

Experience B2B SaaS or fintech, Experience selling accounting firms, Experience alternative investment space

What You'll Do.

Execute high-volume outbound prospecting

Conduct account research

Identify key decision-makers

Leverage intent data tools

Design engagement sequences

Qualify inbound leads

Qualify outbound leads

Schedule discovery meetings

Nurture inbound leads

Deliver context to Account Executives

Manage activity in HubSpot

Manage pipeline data in HubSpot

Stay current industry trends

Stay current regulatory changes

Stay current competitive landscape

Collaborate with marketing

Collaborate with sales leadership

Contribute targeting strategy

Contribute positioning strategy

How You'll Work.

Team & Collaboration

Work with Account Executive team; Collaborate with marketing; Collaborate with sales leadership

Communication Scope

Cold emails; Open calls

Full Job Description

K1x is the leading data distribution platform for alternative investments and a Fast Company Most Innovative Companies 2025 honoree. Our mission is straightforward: digitize the K-1 ecosystem. Through patented, AI-powered automation, we connect investors, advisors, tax software, portals, accounting firms, and state and federal taxing authorities, turning weeks of painful manual K-1 processing into seconds of structured, validated data. Trusted by more than 40,000 organizations, including 20 of the top 25 accounting firms, 44 of the 100 largest U.S. institutional investors, 45 of the largest university endowments, and 11 leading private foundations, K1x is the clear innovator in private market tax compliance. Backed by Edison Partners with $40M in total funding and 130% revenue growth, we are building the market-facing team to match our momentum. **The Role** As a Sales Development Representative at K1x, you are the first voice our prospects hear, and that voice matters. You will 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 who are still wrestling with PDF K-1s, manual data entry, and missed filing deadlines. This role is ideal for someone who is intellectually curious, commercially driven, and eager to challenge "why not" instead of defaulting to "cannot." You will work directly with our Account Executive team to build pipeline and contribute to K1x revenue growth in an estimated $3.3 billion total addressable market. **What You'll Do** **Outbound Prospecting and Pipeline Generation** * 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 int

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