---
title: 'Sales Development Representative at InvestorFlow'
canonical: 'https://feeny.ai/job/sales-development-representative-investorflow-london-av9eb3nyfnhe'
type: 'job'
last_seen: '2026-09-07'
---

# Sales Development Representative at InvestorFlow

- **Company:** InvestorFlow
- **Location:** London, United Kingdom
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-07-31
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.lever.co/investorflow/9bdc3d28-04b3-4b94-a9be-d9064159bbeb

## Job description

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

Bonus

- Previous experience with SaaS or financial services
- Familiarity with Salesforce, Outreach, LinkedIn Sales Navigator, or similar tools is a plus

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.

## About InvestorFlow

## Company Overview
- **One-liner**: InvestorFlow provides an AI-powered CRM and investor portal platform for private markets firms, enabling capital formation, deal execution, and investor services.
- **Entity Type**: Private (Series A funded)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2015
- **Founders**: Todd Glasson (CEO)

## Core Business
- **Primary industry/industries**: Fintech – Alternative Asset Management Software
- **Target customers**: B2B – private equity, private credit, real assets, venture capital, and other alternative asset managers
- **Mission or purpose statement**: “Turning relationships into capital, investment opportunities, and partnerships” ([linkedin.com](https://linkedin.com/company/investorflow))

## Products & Services
- **Capital Formation**: Fundraising platform that helps identify the right LPs, track commitments, and close funds faster using AI insights and digital experiences.
- **Capital Deployment**: Deal sourcing and execution tool that auto-generates target lists, surfaces proprietary data from meetings and emails, and advances deals through workflows.
- **Investor Services**: Personalized investor engagement, streamlined reporting, and centralized LP relationship management.
- **Platform Foundation**: Built on Salesforce, powered by OpenAI, and hosted on Microsoft Azure, with enterprise-grade security and compliance.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Key Metric**: Annual revenue of $7.4M (estimated) and total funding of $30M (Series A, April 2022, led by Ambina Partners) ([linkedin.com](https://linkedin.com/company/investorflow))
- **Notable Investors/Partners**: Ambina Partners (lead investor); strategic partners include Salesforce, Microsoft Azure, OpenAI, DocuSign, Seismic
- **Growth Signals**: Trusted by more than 200 top private markets firms; over $3.5 trillion in assets on the platform; headcount of 141 employees (+4.6% YoY); acquired Cloud Theory (2022) and Coyote Software (2024)

## Competitive Advantages
- **AI-native workflows**: AI is embedded across capital formation, deal sourcing, and investor services, delivering actionable insights and automation.
- **Salesforce-native**: Deep integration with Salesforce provides a unified front-office platform that is configurable and scalable.
- **Private-markets focus**: Dedicated exclusively to the alternative assets industry, unlike general-purpose CRMs.
- **End-to-end suite**: One platform covers fundraising, deal execution, and investor relations, reducing the need for multiple point solutions.

## Strategic Focus
- Expanding AI capabilities to further automate relationship intelligence and next-best-action recommendations.
- Growing global presence, particularly in EMEA (offices in London, Santo Domingo, and remote teams).
- Scaling the platform through strategic acquisitions and deepening integrations with leading enterprise tools.

## Why Work Here
- **Culture**: Innovation-driven environment focused on transforming a traditionally manual industry with technology. Emphasis on delivering value to top-tier financial firms.
- **Work policy**: Hybrid model dominates (49% hybrid, 32% onsite, 19% remote per recent job listings) ([jobera.com](https://jobera.com/employer/investorflow/))
- **Open roles**: 25 open positions as of August 2026, including Lead Data Engineer, Senior Consultant (AI), Site Reliability Engineer, and various product and engineering roles.
- **Perks/Engineering culture**: Exposure to cutting-edge AI (OpenAI, data engineering), opportunities to work with Salesforce, and a flat organizational structure with direct impact on product direction.

## Sources
1. [investorflow.com](https://www.investorflow.com/)
2. [jobera.com](https://jobera.com/employer/investorflow/)
3. [linkedin.com](https://linkedin.com/company/investorflow)
4. [appexchange.salesforce.com](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FtTHLUA3)
5. [people.equilar.com](https://people.equilar.com/bio/org/investorflow/9981997)

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