Senior Performance Marketing Strategist
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Lead paid media strategy across Google, LinkedIn, Meta, and Microsoft for growing B2B companies. Connect campaign investment to pipeline and revenue through strategic client leadership.
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Koyfin develops cloud-based investment research and analytics software for individual investors, financial advisors, and institutional research teams. Its platform brings together global market data across stocks, ETFs, mutual funds, government yields, indices, currencies, commodities, macroeconomic indicators, and cryptocurrencies, with tools for advanced charting, portfolio analysis, equity screening, macro modeling, earnings transcripts, news, customizable dashboards, and client-ready reporting. Founded in 2016, Koyfin operates in the finance and investment research sector.
Sales Development Representative at Koyfin (Hybrid, Great Neck, NY)
Generate qualified meetings and pipeline for Koyfin’s financial analytics platform by engaging financial advisors through targeted, multi-channel outreach.
Description
- Connect with financial advisors at the right time and schedule qualified meetings for Account Executives
- Conduct prospect research, outbound calls, and LinkedIn outreach
- Test a 45-day, multi-touch outreach journey across calls, email, and LinkedIn
- Engage current users and new registrants through outbound calls and LinkedIn
- Qualify prospects and arrange meetings for Account Executives
- Prepare accurate, well-documented handoffs
- Partner with RevOps on prospect lists, targeting, and sequencing
- Research advisors, RIAs, and IBD representatives using product-usage signals and firm data
- Record every activity in HubSpot
- Share market intelligence, including objections, use cases, and competitor mentions
- Own a revenue-based quota tied to sourced pipeline that converts into closed-won business
Requirements
- Bring 1–3 years of experience as an SDR or BDR, preferably in B2B SaaS
- Demonstrated success meeting or exceeding quota
- Comfort making outbound calls and speaking with busy professionals
- Experience with multi-channel prospecting by phone, email, and LinkedIn
- Experience using a CRM; HubSpot experience is preferred
- Strong written and verbal communication skills
- Maintain accurate and consistent CRM records
- Be curious, receptive to coaching, and motivated by testing and iteration
- Show an interest in markets and investing
- Experience selling to financial advisors, RIAs, or financial services is helpful but not required
- Be available to start immediately
- Be able to work in a hybrid arrangement from or near Great Neck, NY, or New York City
Benefits
- Performance bonus of up to $30,000 annually, linked to individual pipeline and revenue goals and paid quarterly
- Equity options
- Medical, dental, and vision coverage for eligible US employees
- Direct coaching from the Head of Sales
- A defined career path and visibility into team growth
- The chance to join a fast-growing fintech company
- An opportunity to directly influence the product and community
- Access to an industry-leading financial analytics product
- A cash-flow-positive company focused on efficient growth
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