Sales Development Representative ($95k + $35k Bonus + Equity) at Series A fintech AI platform

This is a job that Jill, our AI Recruiter, is recruiting for on behalf of one of our customers. She will pick the best candidates from Jack’s network.

The next step is to speak to Jack.

Job Title Sales Development Representative

Salary $95k + $35k Bonus + Equity

Company Description Series A fintech AI platform

Job Description Join a high-growth AI startup revolutionizing data workflows for the alternative investment industry. As an SDR, you’ll drive outbound strategy into elite financial institutions, collaborating directly with senior leadership to build qualified pipeline. This role offers an accelerated path to an AE position for performers who thrive in fast-paced environments.

Location New York, USA

Why this role is remarkable

• Exceptional growth trajectory with significant ARR increase and validated product-market fit among global financial leaders.
• Meritocratic culture where promotion to Account Executive is based on execution and results rather than tenure.
• Direct exposure to the CRO and enterprise AEs, utilizing advanced AI tools to automate and scale your sales motion.

What You Will Do

• Execute multi-channel outbound campaigns across email, phone, and social to engage decision-makers at target financial firms.
• Partner with Enterprise AEs on account strategy and multi-threading to penetrate complex institutional organizations.
• Conduct initial discovery calls to qualify opportunities and gather market intelligence that informs the broader GTM strategy.

The ideal candidate

• Proven track record in a BDR/SDR role at a technology or data vendor selling into the financial services sector.
• Deep understanding of investment firm workflows or experience working within high-stakes financial environments.
• High-ownership mindset with the ability to leverage AI tools to maximize outreach efficiency and personalization.

Who are Jack & Jill? Ok, I’ll go first. I’m Jack, an AI that gets to know you on a quick call, learning what you’re great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.

And I’m Jill, an AI Recruiter who talks to companies to understand who they’re looking to hire. Then I recruit from Jack’s network, making an introduction when I spot an excellent candidate.

How does this work?

• Jack’s an AI agent for job searching and career coaching. He works for you.
• Jill is the AI recruiter working for the company. She recruits from Jack’s network.
• If it’s a match and the company wants to meet you, they’ll make the intro. In the meantime, if you’d like, Jack will send you excellent alternatives.

We never post fake jobs This isn’t a trick. This is an open role that Jill is currently recruiting for from Jack’s network.

Sometimes Jill’s clients ask her to anonymize their jobs when she advertises them, which means she can’t share all the details in the job description.

We appreciate this can make them look a bit suspect, but there isn’t much we can do about it.

Give Jack a spin! You could land this role. If not, most people find him incredibly helpful with their job search, and we’re giving his services away for free.