K1X
Financial Services
SalesDevelopmentRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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
Applying for this Sales Development Representative role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
ANONYMOUS · UNFILTERED
What do employees actually say about K1X?
Real rants from real employees. Read before you apply.