---
title: 'Sales Development Representative at Ubiquity Retirement and Savings (dba Decimal Inc)'
canonical: 'https://feeny.ai/job/sales-development-representative-ubiquity-retirement-and-savings-dba-decimal-s4bnm0f3a3cj'
type: 'job'
last_seen: '2026-09-11'
---

# Sales Development Representative at Ubiquity Retirement and Savings (dba Decimal Inc)

- **Company:** Ubiquity Retirement and Savings (dba Decimal Inc)
- **Location:** New York, NY
- **Compensation:** $67k–$75k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-04-29
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.lever.co/myubiquity/b12f78e9-2175-4d7b-b786-e1ff3176752a

## Job description

## About Ubiquity

We're on a mission to empower small businesses and their employees to build financial security and peace of mind. By combining innovative technology with affordable retirement solutions and best in class customer support, we're leveling the playing field for those who need it most. If you're passionate about building products that make a real difference for the SMB space, the backbone of America, we'd love to meet you.

## About the Role

We're looking for a driven and personable Sales Development Representative to join our growing sales team in New York City. As an SDR at Ubiquity, you'll be at the front lines of our growth, working a mix of targeted cold outbound and warm inbound leads from our partner and marketing channels. You'll qualify prospects, spark meaningful conversations, and book meetings that set our Senior Retirement Plan Consultants up for success. This is a high-impact, high-visibility role for someone who thrives in a fast-paced environment and wants to grow their career in fintech sales.

## What You'll Do

Work targeted outbound prospect lists via phone, email, and LinkedIn to generate net-new pipeline

## Key Responsibilities

- Execute high-volume outbound prospecting across phone, email, and social channels on a daily basis

- Respond to and qualify warm leads from partner and marketing sources within defined SLA windows

- Hit weekly and monthly targets for outreach activity, qualified meetings booked, and pipeline generated

- Partner with RPCs to ensure smooth handoffs and a consistent prospect experience

- Contribute to process improvements, sharing what's working, what isn't, and helping sharpen the playbook

- Represent Ubiquity's mission and brand with professionalism in every prospect interaction

## Skills and Experience Required

- Hybrid Work Environment- Based in New York City, this role blends in-office collaboration with the flexibility of remote work, giving you the best of both worlds.
- 1-3 years of experience in retirement or financial services industry preferred.

Comprehensive Benefits Medical, dental, and vision insurance to ensure you're protected and staying happier and healthier. Flexible PTO With us, you have the freedom to manage your schedule and take time off when you need it, no questions asked. Inclusive & Diverse Workplace We celebrate diverse viewpoints and believe diversity nurtures innovation and creativity. We want everyone to feel included like a valued member of our Ubiquity family.

## About Ubiquity Retirement and Savings (dba Decimal Inc)

## Company Overview
- **One-liner**: Ubiquity Retirement and Savings provides affordable, flat‑fee 401(k) plans for small businesses and self‑employed individuals.
- **Entity Type**: Private (Series D)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 1999
- **Founders**: Not publicly available

## Core Business
- **Primary industry**: Financial Services (retirement plan administration)
- **Target customers**: Small‑ and medium‑sized businesses (B2B), self‑employed individuals
- **Mission/purpose**: “Help employers and their teams move forward with confidence by offering 401(k) plans that are scalable and built for long‑term financial success.” [[myubiquity.com/about-us]](https://www.myubiquity.com/about-us)

## Products & Services
- **401(k) Plans**: Full‑service, flat‑fee retirement plans with customizable options. Includes seamless payroll integration, automated government reporting, compliance management, and a broad range of investment choices. [[myubiquity.com]](https://www.myubiquity.com/)
- **Plan Administration**: End‑to‑end management from setup to ongoing maintenance, including real‑time financial data updates and automated trading.
- **Compliance & Reporting**: Streamlined, government‑required reporting and regulatory compliance support.

## Market Standing
- **Valuation**: Not disclosed
- **Annual Revenue**: $56.3 M (as of latest estimate) [[linkedin.com]](https://linkedin.com/company/ubiquity-retirement-savings)
- **Total Funding**: ~$20 M (Series D of $19 M in 2019, earlier venture round of ~$955 K) [[linkedin.com]](https://linkedin.com/company/ubiquity-retirement-savings)
- **Notable Investors/Partners**: Not publicly disclosed (talent sources include Charles Schwab, Merrill Lynch, Wells Fargo, Ascensus, Vestwell, suggesting strong industry connections)
- **Growth Signals**: 25+ years in business; serves 16,000+ businesses and hundreds of thousands of employees [[myubiquity.com]](https://www.myubiquity.com/); active job postings increasing +33% YoY [[linkedin.com]](https://linkedin.com/company/ubiquity-retirement-savings)

## Competitive Advantages
- **Transparent flat‑fee pricing** (no AUM or hidden fees) — group plans start at $97/month.
- **Deep customization** of plan design combined with full‑service administration.
- **25‑year track record** and a dedicated focus on the underserved small‑business retirement market.
- **Seamless payroll integrations** reduce friction for employers.

## Strategic Focus
- Continuing to expand its remote‑first, technology‑enabled platform to simplify 401(k) management for small businesses.
- Emphasizing product flexibility and compliance automation to differentiate from traditional 401(k) providers.

## Why Work Here
- **Culture**: Rated 4.5/5.0 on employer review sites, with high marks for work‑life balance (4.8) and culture (4.8) [[linkedin.com]](https://linkedin.com/company/ubiquity-retirement-savings).
- **Work model**: 100% remote‑first; “get more ownership over your schedule” [[myubiquity.com/careers]](https://www.myubiquity.com/careers).
- **Benefits**: Competitive compensation (higher‑than‑industry wages), medical/dental/vision insurance, flexible PTO, strong emphasis on internal promotions and career growth.
- **Engineering culture**: 4 technical roles currently open; average employee tenure is 6 years, indicating retention.

## Sources
1. [myubiquity.com](https://www.myubiquity.com/) – Company homepage and product details
2. [myubiquity.com/about-us](https://www.myubiquity.com/about-us) – About page: mission, history, founding year
3. [myubiquity.com/careers](https://www.myubiquity.com/careers) – Careers page: remote culture, benefits, employee stats (87 employees, 6‑year avg tenure)
4. [linkedin.com/company/ubiquity-retirement-savings](https://linkedin.com/company/ubiquity-retirement-savings) – LinkedIn company page: revenue, funding, headcount breakdown, ratings, open positions

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