Outbound Sales Development Representative; SDR); Fast-paced Profitable Fintech, Montere

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.

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.

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

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

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

• 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.

• 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 Hub Spot ,
  Clay ,
  Instantly ,
  Apollo ,
  Leads picker , and Linked In Sales Navigator a plus.
• Exceptional communication skills…