[Hiring] Sales Development Representative @K1X

Role Description

As a Sales Development Representative at K1x, you will identify and engage Tax Partners, CFOs, Controllers, and other decision-makers across accounting firms, private equity, wealth management, and institutional investment organizations. This is an opportunity to help build our sales development function from the ground up.

• 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.
  • Leverage intent data tools (LinkedIn Sales Navigator, 6Sense, ZoomInfo) to prioritize accounts with active buying signals.
• Lead Qualification and Handoff
  • Qualify inbound and outbound leads against K1x's Ideal Customer Profile.
  • Nurture inbound leads in a timely and strategic manner.
  • Deliver complete, accurate context to Account Executives on every handoff.
• CRM Discipline and Performance
  • Manage all activity, notes, and pipeline data in HubSpot with rigor.
  • Meet and exceed weekly and monthly KPIs for outreach volume and qualified meetings booked.
  • Review your own metrics regularly and refine your approach based on data.
• Market and Product Intelligence
  • Stay current on alternative investment industry trends and regulatory changes.
  • Collaborate with marketing and sales leadership to share field insights.

Qualifications

• 1–2 years of experience in sales, business development, customer-facing work, or another results-driven environment is preferred.
• A track record of consistent quota or activity attainment.
• Strong written and verbal communication skills.
• Comfort navigating buying environments with multiple stakeholders.
• Proficiency with HubSpot or a comparable CRM, and outbound tools such as LinkedIn Sales Navigator, ZoomInfo, or 6Sense.
• Genuine curiosity about the alternative investment and tax technology space.
• A self-starter mentality: organized, resilient, and energized by outbound work.
• Collaborative spirit.

Requirements

• Generate qualified pipeline consistently, meeting or exceeding quarterly SQL targets.
• Book qualified discovery meetings at a strong conversion rate.
• Maintain high outreach volume daily while preserving quality and relevance.
• Develop working fluency in K-1 and 990 tax workflows within 90 days.
• Keep CRM records clean and complete.
• Contribute market intelligence back to marketing and sales leadership.

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.