Generate and qualify outbound and inbound leads across private equity, real assets, and private credit. Research target accounts, craft personalized outreach to senior stakeholders, book discovery meetings, maintain Salesforce pipeline data, and collaborate with Account Executives and Marketing to meet qualified meeting targets.
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
We're looking for a hungry, curious Sales Development Representative to join our growing go-to-market team. As an SDR at InvestorFlow, you'll be on the front lines of our growth: — identifying, engaging, and qualifying prospects across private equity, real assets, and private credit firms. You'll work closely with Account Executives and Marketing to build pipeline and introduce InvestorFlow to the firms that need it most.
This is an ideal role for someone who wants to build a career in fintech or enterprise SaaS sales, and is excited to learn the private markets industry from the ground up. This role has a clear path to Account Executive and beyond, as well as a front-row seat to the transformation of private markets technology .
You Will:
- Own top-of-funnel pipeline generation through outbound prospecting via cold email, phone, and LinkedIn
- Qualify inbound leads from marketing campaigns, events, and referrals
- Research target accounts by understanding firm structure, fund strategy, team composition, and likely pain points
- Craft personalized, high-quality outreach to senior stakeholders including Partners, CFOs, COOs, and IR professionals
- Book discovery meetings for Account Executives and hand off warm, well-contextualized leads
- Maintain accurate activity and pipeline data in Salesforce
- Partner with Marketing on campaign feedback, messaging testing, and account targeting
- Hit and exceed monthly and quarterly qualified meeting targets
You Have:
- 1–2 years of experience in a sales, business development, or client-facing role
- Exceptional written and verbal communication; you can write a cold email that actually gets a reply
- Genuine curiosity about private markets, alternative investments, and the firms that manage them
- Comfort with ambiguity and a builder's mindset. — We're scaling, things move fast
- The ability to be organized, self-motivated, and disciplined about follow-up
- Bachelor's degree or equivalent experience
- Previous experience with SaaS or financial services
- Familiarity with Salesforce, Outreach, LinkedIn Sales Navigator, or similar tools is a plus
Bonus
InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
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