---
title: 'Sales Development Representative at Koyfin'
canonical: 'https://feeny.ai/job/sales-development-representative-koyfin-united-states-v1fg6y18j4pd'
type: 'job'
last_seen: '2026-10-16'
---

# Sales Development Representative at Koyfin

- **Company:** Koyfin
- **Location:** United States
- **Compensation:** $75k–$115k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-29
- **Last confirmed live:** 2026-10-16
- **Apply:** https://jobs.ashbyhq.com/koyfin/ffdd0543-33c7-470f-bea2-e3f2f6b5ffc8

## Job description

Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms. Our impact so far: 🚀 One of the fastest-growing platforms for financial advisors, driven by product-led growth 🥇 Recognized by users as a top-rated investment solution on [G2](https://www.g2.com/products/koyfin/reviews)🏆 Rated as the top research platform for user satisfaction in the [Kitces survey](https://www.kitces.com/kitces-report-independent-financial-advisor-technology-fintech-software-tools-research/), the largest survey in the advisor industry

## About the Role

Koyfin has over 60,000 financial advisors using the platform and over 800,000 registered users. Most of them found us on their own. Your job is to turn that product-led momentum into revenue by reaching the right advisors at the right moment and booking qualified meetings for our Account Executives. You'll be one of our first in-house SDRs, joining a lean sales org. You own the human side of outreach: research, calls, and LinkedIn. You'll run time-boxed tests across a 45-day multi-touch journey of calls, emails, and LinkedIn. This is a ground-floor seat. Every motion here has defined success and quit criteria, and what you learn on the phones directly shapes how we build and scale the team.

## What You'll Do

This role is for someone who is competitive, hungry and here to win. We set aggressive goals and we’re looking for people who want to beat them. The pace is fact, the work is hard. If that energizes you, you’ll fit in.

- Run high-quality outbound calls and LinkedIn outreach to users and new registrants
- Qualify prospects and book meetings for Account Executives, with clean, well-documented handoffs
- Work with RevOps on prospect lists, targeting, and sequencing
- Research prospects (advisors, RIAs, and IBD reps) using product-usage signals and firm data
- Log every activity in HubSpot so the team can measure what's working
- Share what you hear from the market (objections, use cases, competitor mentions) to sharpen messaging and targeting
- Carry a revenue-based quota tied to pipeline you source that converts to closed-won business

## What We're Looking For

- 1 to 3 years of experience as an SDR or BDR, ideally in B2B SaaS, with a track record of hitting or beating quota
- Comfortable on the phone: you like calling and can hold a real conversation with a busy professional
- Experience with multi-channel outreach (phone, email, LinkedIn) and a CRM (HubSpot a plus)
- Strong written and verbal communication, and the discipline to keep a CRM clean
- Curious, coachable, and energized by testing and iterating rather than running a fixed script
- Interest in markets and investing. Experience selling to financial advisors, RIAs, or financial services is a plus, not required
- Able to start immediately and work hybrid from or near Great Neck, NY / NYC

## Why Join Koyfin

- Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package.
- Career Path: Early SDRs get direct coaching from the Head of Sales and a clear line of sight into how the team grows.
- Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products.
- Dynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done.
- Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves.
- Industry-Leading Product: Sell a product users already love, disrupting the financial analytics space through product-led growth.
- Efficiency and Growth: Koyfin is cash flow positive and emphasizes doing more with less.

At Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you. Our hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership. Koyfin is an equal opportunity employer committed to building a diverse and inclusive team.

## About Koyfin

## Company Overview
- **One-liner**: Koyfin provides a modern, affordable investment research and portfolio analytics platform for advisors, institutional investors, and individual investors.
- **Entity Type**: Private (Seed stage; raised $6M+)
- **Headquarters**: New York, NY, USA (with remote hubs in Buenos Aires, Toronto, Ukraine, and the UK)
- **Founded**: 2016
- **Founders**: Rob Koyfman (CEO) and Rich (Co-Founder, Head of Product)

## Core Business
- **Primary industry**: Financial technology (FinTech) – data analytics for investments
- **Target customers**: B2B (financial advisors, investment research teams, CIOs) and B2C (individual investors, students)
- **Mission statement**: “To equip every investor in the world, no matter their size, with the best data and tools; empowering them to achieve more.” [koyfin.com](https://www.koyfin.com/about/)

## Products & Services
- **Koyfin Platform (Web & Mobile)**: A SaaS platform offering live market data, equity screening over 100K global securities with 5,900+ filter criteria, portfolio analysis, risk/composition monitoring, model portfolios, transcripts, and client-ready reports. [koyfin.com](https://www.koyfin.com/)
- **Koyfin Mobile App**: Allows users to monitor markets and portfolios on the go. [koyfin.com/about](https://www.koyfin.com/about/)

## Market Standing
- **Valuation**: Not disclosed
- **Key Metrics**: 
  - Total funding: Over $6M (two seed rounds) [koyfin.com/about](https://www.koyfin.com/about/)
  - User base: 500,000+ users (as of late 2023) [koyfin.com/about](https://www.koyfin.com/about/)
- **Notable Investors/Partners**: Social Leverage, Craft Ventures (seed investors) [koyfin.com/about](https://www.koyfin.com/about/)
- **Growth Signals**: 
  - Rapid user growth from 100k to 500k in approximately one year.
  - Expansion into paid plans and mobile app.
  - Team grew from a small bootstrapped operation to 30 full-time employees across four countries.
  - Model portfolios and institutional-grade tools aimed at financial advisors.

## Competitive Advantages
- **Affordable alternative** to expensive legacy platforms (e.g., Bloomberg Terminal), making professional-grade data accessible to smaller firms and individuals.
- **All-in-one platform**: Combines market research, portfolio analytics, and client reporting in a single, intuitive interface.
- **User-centric design**: Built by former Wall Street professionals frustrated with outdated tools, emphasizing ease of use and transparency.
- **Strong free tier** that allows users to test before committing to paid plans.

## Strategic Focus
- **Growth and monetization**: Launching and refining paid subscription plans to convert the massive free user base.
- **Product expansion**: Continuous addition of advanced features (model portfolios, transcript data, enhanced screening) to retain financial advisors and institutional clients.
- **Global reach**: Building a remote-first, distributed team to tap talent worldwide and support international users.

## Why Work Here
- **Remote-first culture**: “We’re wherever you are” – fully remote positions available; offices in NY, Miami, BA, Toronto, and Ukraine for optional collaboration. [koyfin.com/careers](https://www.koyfin.com/careers/)
- **Benefits & perks**: Stock options, 401k contributions, generous health/dental plans, flexible hours, paid time off, paid industry certifications, parental leave, mental health support, weekly team lunches, social events, and team away days. [koyfin.com/careers](https://www.koyfin.com/careers/)
- **Engineering culture**: Small, fast-moving team (30 people) with direct impact on product decisions; works at the intersection of finance and technology.
- **Values**: Teamwork, potential, and openness – they actively encourage mental health conversations and inclusive practices (25% female team noted). [koyfin.com/careers](https://www.koyfin.com/careers/)
- **Career growth**: Opportunities to earn paid certifications, use an educational budget, and take on ownership early in a scaling startup.
- **Current open roles (as of July 2025)**: Staff Backend Engineer, Lead Product Manager, Senior Full Stack Engineer, Lifecycle Marketing Manager – all remote, US-based. [jobs.ashbyhq.com/koyfin](https://jobs.ashbyhq.com/koyfin/)

## Sources
1. [Koyfin Homepage](https://www.koyfin.com/)
2. [Koyfin Careers Page](https://www.koyfin.com/careers/)
3. [Koyfin About Page](https://www.koyfin.com/about/)
4. [Koyfin Ashby Jobs Portal](https://jobs.ashbyhq.com/koyfin)
5. [Koyfin LinkedIn Profile](https://www.linkedin.com/company/koyfincharts)

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