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.
- 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.
- 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.
- Leverage the Best Tools in the Game
- 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.
- 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.
This is a contract-to-permanent role, with clear performance benchmarks for conversion to full-time.
- Competitive hourly or contract rate (based on experience)
- Performance-based incentives tied to conversions
- Employee Stock Ownership Plan (Stock options)
Top performers will out-earn market averages and gain exposure rarely available this early in a career.
Work directly with senior management and multi-exit founders.
You can make a very tangible difference.
Submit your resume along with a brief note explaining why you’re a strong fit for a high-expectation, in-office sales role. Send your application to [email protected].
Candidates who demonstrate urgency, polish, and genuine motivation in their application will be prioritized.
