Sales Development Representative

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency. We're looking for a hungry, curious Sales Development Representative to join our growing go-to-market team. As an SDR at InvestorFlow, you'll be on the front lines of our growth:

• Identifying, engaging, and qualifying prospects across private equity, real assets, and private credit firms.
• Working closely with Account Executives and Marketing to build pipeline and introduce InvestorFlow to the firms that need it most.
• Owning top-of-funnel pipeline generation through outbound prospecting via cold email, phone, and LinkedIn.
• Qualifying inbound leads from marketing campaigns, events, and referrals.
• Researching target accounts by understanding firm structure, fund strategy, team composition, and likely pain points.
• Crafting personalized, high-quality outreach to senior stakeholders including Partners, CFOs, COOs, and IR professionals.
• Booking discovery meetings for Account Executives and handing off warm, well-contextualized leads.
• Maintaining accurate activity and pipeline data in Salesforce.
• Partnering with Marketing on campaign feedback, messaging testing, and account targeting.
• Hitting and exceeding monthly and quarterly qualified meeting targets.

You Have:

• 1–2 years of experience in a sales, business development, or client-facing role.
• Exceptional written and verbal communication; you can write a cold email that actually gets a reply.
• Genuine curiosity about private markets, alternative investments, and the firms that manage them.
• Comfort with ambiguity and a builder's mindset.
• The ability to be organized, self-motivated, and disciplined about follow-up.
• Bachelor's degree or equivalent experience.

Bonus:

• Previous experience with SaaS or financial services.
• Familiarity with Salesforce, Outreach, LinkedIn Sales Navigator, or similar tools is a plus.

InvestorFlow is an investor and deal engagement platform that prioritises intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.