Inbound Sales Development Representative (SDR) & Sales Support

About This Role

This role is at the forefront of the company's revenue generation, focusing on qualifying and converting high-intent inbound sales leads for a leading equity management and business valuation firm. The position also supports the sales team throughout the deal cycle ensuring a positive buying experience for prospects.

Responsibilities

• Communicate clearly, confidently, and professionally with founders, CFOs, and executives.
• Speak knowledgeably and convey the broad, deep experience of a tenured fintech firm.
• Represent the firm’s credibility, expertise, and urgency in every interaction.
• Solve the prospect’s problem.
• Respond rapidly to inbound valuation inquiries, and website leads.
• Assess the client’s needs and the problem that they are calling for us to solve.
• Negotiate and close deals on the spot, then follow through to close.
• Book high-quality meetings for senior sales leadership.
• Prepare proper background research prior to sales calls.
• Assist with proposals, follow-ups, and deal coordination.
• Maintain clean, accurate CRM records in HubSpot.
• Identify patterns in inbound demand and share insights with sales and marketing.
• Help refine messaging, qualification criteria, and internal processes as we grow.

Requirements

• 1–3+ years in SDR, sales support, customer success, or inside sales.
• Experience qualifying inbound leads in B2B, SaaS, fintech, or professional services.
• Willingness to work in-office, five days per week, in Monterey, CA.
• Strong sense of responsibility and follow-through.
• Professionalism rooted in integrity and quality client service.

Qualifications

• 1-3+ years in SDR, sales support, customer success, or inside sales.

Nice to Have

• Finance education and/or finance environment experience.
• Familiarity with the public stock market and the mechanics of equity.
• Familiarity with sales tools (Apollo, LinkedIn Sales Navigator, CRM workflows).
• Finance, accounting, business, or economics background.

Skills

* Required skills