Note: The job is a remote job and is open to candidates in USA. SyntheticFi is a FinTech startup focused on securities-backed lending through partnerships with Registered Investment Advisors. The Founding Sales Development Representative will build the outbound sales process from the ground up, execute targeted prospecting campaigns, and generate qualified meetings through cold calling, email, LinkedIn, and other channels.
Responsibilities
- Develop and execute highly targeted, personalized outbound campaigns to financial advisors and other prospective clients, with **cold calling as a significant part of your day-to-day work**, alongside email, LinkedIn, and other outbound channels, with the goal of generating qualified meetings for our sales team
- Proactively identify new prospect segments, market signals, and outreach opportunities, and come up with creative ways to reach the right prospects and get their attention
- Write, test, and continuously improve cold-call scripts, voicemail messaging, email sequences, and other outbound content based on what resonates with prospects
- Take ownership of the entire pre-meeting prospecting process and keep it highly organized, including lead lists, segmentation, sequences, follow-ups, prospect conversations, meeting handoffs, and CRM activity
- Experiment with new outbound strategies, tools, and workflows rather than relying on an existing playbook, and bring fresh ideas that help us build and improve our outbound process
- Partner closely with Sales and other internal teams, track what’s working and what isn’t, and continuously refine your approach to improve meeting conversion
Skills
- Candidates must be currently based in the United States and authorized to work in the U.S
- 1–3 years of experience in sales development, business development, outbound sales, or a similar prospecting-focused role
- Experience with cold outbound prospecting, including cold calling and email outreach
- Experience using CRM platforms (e.g. HubSpot, Salesforce) to manage prospects, track outreach activity, and maintain accurate pipeline data
- Strong written and verbal communication skills, with the ability to communicate professionally and confidently with prospects
- Highly proactive and self-directed. You're comfortable creating your own approach rather than waiting for a detailed playbook
- Creative and experimental mindset. You enjoy finding new audiences, signals, messaging, and ways to get prospects' attention
- Strong organizational skills and the ability to manage multiple campaigns, lead lists, conversations, and follow-ups simultaneously
- Comfortable learning a technical financial product and becoming knowledgeable enough to have credible initial conversations with prospects
- Results-oriented mindset with a clear focus on generating qualified meetings
- Preferred Location: Dallas, TX; Orlando, FL; or San Francisco Bay Area, CA
- Previous experience at a startup or high-growth technology company
- Knowledge of or experience in financial advisors, RIAs, wealth management, FinTech, or financial services
- Ability to proactively research and source prospects online, build targeted lead lists, and identify the right contacts and decision-makers rather than relying on pre-built lead lists
- Comfort working with common technical and analytical tools, including Python, JavaScript, SQL, Excel, Retool, and similar platforms
- Familiarity with modern outbound and sales tools such as Apollo, Clay, LinkedIn Sales Navigator, Instantly, Dripify, or similar platforms
Benefits
- Remote (U.S.) or hybrid work arrangement
- Uncapped commission
- Equity: up to 0.25%
- Unlimited PTO
- 401(k) Retirement Plan
- Medical Insurance
- Dental Insurance
- Vision Insurance
Company Overview