Outbound Sales Development Representative (SDR) (Fast-paced Profitable Fintech, Move to Monterey, CA!)

Outbound Sales Development Representative (SDR) (Fast-paced Profitable Fintech, Move to Monterey, CA!)

Contract-to-Permanent | In-Office Only

Downtown Monterey, CA

Remote applicants will not be considered

About Us

We are a leading equity management and business valuation firm serving private companies and venture-backed startups. Our platform helps founders, CFOs, and investors manage cap tables, stock options, and perform defensible, audit-ready valuations. We are a profitable Fintech company, and we would love to have you here in beautiful Monterey. We do things differently from the traditional VC-dependent companies.

In just a few years, we’ve grown to serve 25,000+ private companies , with $300B+ in assets under administration and $100B+ in valuations performed , adding over $5B in new valuations monthly . We are revenue-generating, profitable, and scaling fast.

The firm is led by seasoned fintech entrepreneurs with a track record of building #1 category leaders and generating billions in revenue. You’ll work closely with senior leadership, sales, and product-this is not a “back-office” role.

Our culture is intense, collaborative, and execution-driven. We expect ownership, accountability, and excellence-but we reward it with real responsibility, accelerated growth, and long-term upside.

About the Role

This role sits at the front door of our revenue engine .

As an Outbound SDR professional , you will be responsible for proactively sourcing and qualifying prospects through outbound outreach, supporting the sales team throughout the deal cycle, and ensuring prospects receive a best-in-class buying experience from first touch to close.

This is a contract-to-permanent opportunity designed for someone who wants to prove themselves quickly and grow into a long-term sales or revenue role. You will be in the office five days a week in downtown Monterey, working side-by-side with leadership and the sales team.

We believe great people do their best work when they have trust, speed, and room to experiment. If you want to try a new tool, test a better process, or move on a strong idea, we’ll support you and help you execute fast.

If you want remote flexibility or a low-intensity environment, this is not the role for you. If you want to learn fast, contribute immediately, and build a serious career in fintech and professional services , keep reading.

What You’ll Do

Identify prospects, present our solution, set up a call for Sales, and repeat. 

Own the Top of the Funnel

• Research and map target accounts, identifying high-potential prospects in our ICP.
• Build and manage data-driven outreach lists with Clay, Apollo, Leadspicker, and LinkedIn Sales Navigator.

Be Relentless in Outreach

• Run multi-channel outbound campaigns — cold calls, cold emails, LinkedIn DMs — with a focus on personalization and conversion.
• Hit and exceed activity and meeting-booked targets.
• Leverage the Best Tools in the Game
• HubSpot CRM for tracking and reporting.
• Instantly, Apollo, Clay, and LinkedIn for automation and precision targeting.

Feed the Sales Machine

• Qualify leads, set meetings, and hand off warm, high-intent prospects to Sales.
• Share real-time market intel with marketing and leadership to sharpen messaging and campaigns.

Who We’re Looking For

• Mental Athletes with a “hunter-killer,” win-every-time mentality who bring a total problem-solving mindset to their role every day
• Persistence-Always-Wins mentality — you’re not afraid to pick up the phone, send 100+ emails, and track down decision-makers.
• Proven track record in outbound B2B sales or SDR roles, ideally in a high-growth startup.
• Proficiency with Hubspot.
• Familiarity with HubSpot , Clay , Instantly , Apollo , Leadspicker , and LinkedIn Sales Navigator a plus.
• Exceptional communication skills — both written and verbal — with the ability to build rapport quickly.
• Competitive drive with a love for hitting (and smashing) goals.
• Self-directed, adaptable, and able to thrive in the fast-moving chaos of an early-stage company.Proven track record of at least 3 years in a deal-closing AE role, demonstrating consistent success
• Experience in sales/account executive role(s)
• Experience in selling SaaS solutions to executive-level stakeholders is preferred
• Independent, self-motivated, responsible and painstakingly diligent
• Professionalism centered on integrity and exceptional quality client service
• Degree in Finance/Accounting / Management / Business Administration or related fields (preferred)
• References from previous colleagues/employers is a must.

Non-Negotiables

• 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.

Compensation & Growth

This is a contract-to-permanent role , with clear performance benchmarks for conversion to full-time.

• Competitive hourly or contract rate (based on experience)
• Performance-based incentives tied to conversions
• Employee Stock Ownership Plan (Stock options)

Top performers will out-earn market averages and gain exposure rarely available this early in a career.

Why This Role Matters

Work directly with senior management and multi-exit founders.

You can make a very tangible difference.