Outbound Sales Development Representative (SDR)

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.

Own the Top of the Funnel Research and map target accounts, identifying high-potential prospects in our ICP. Build and manage data-driven outreach lists with Clay, Apollo, Leadspicker, and LinkedIn Sales Navigator.

Research and map target accounts, identifying high-potential prospects in our ICP.

Build and manage data-driven outreach lists with Clay, Apollo, Leadspicker, and LinkedIn Sales Navigator.

Be Relentless in Outreach Run multi-channel outbound campaigns — cold calls, cold emails, LinkedIn DMs — with a focus on personalization and conversion. Hit and exceed activity and meeting-booked targets.

Run multi-channel outbound campaigns — cold calls, cold emails, LinkedIn DMs — with a focus on personalization and conversion.

Hit and exceed activity and meeting-booked targets.

Leverage the Best Tools in the Game HubSpot CRM for tracking and reporting. Instantly, Apollo, Clay, and LinkedIn for automation and precision targeting.

HubSpot CRM for tracking and reporting.

Instantly, Apollo, Clay, and LinkedIn for automation and precision targeting.

Feed the Sales Machine 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.

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 HubSpot , Clay , Instantly , Apollo , Leadspicker , and LinkedIn Sales Navigator a plus.

Exceptional communication skills — both written and verbal — with the ability to build rapport quickly.

Competitive drive with a love for hitting (and smashing) goals.

Self-directed, adaptable, and able to thrive in the fast-moving chaos of an early-stage company.Proven track record of at least 3 years in a deal-closing AE role, demonstrating consistent success

Experience in sales/account executive role(s)

Experience in selling SaaS solutions to executive-level stakeholders is preferred

Independent, self-motivated, responsible and painstakingly diligent

Professionalism centered on integrity and exceptional quality client service

Degree in Finance/Accounting / Management / Business Administration or related fields (preferred)

References from previous colleagues/employers is a must.

Willingness to work in-office, five days per week, in Monterey, CA .

Strong sense of responsibility and follow-through.

Professionalism rooted in integrity and quality client service.

Work directly with senior management and multi-exit founders.

You can make a very tangible difference.