Outbound Sales Development Representative (SDR)

Eqvista is seeking an outbound Sales Development Representative (SDR) for a contract-to-permanent, in-office role based in Monterey, CA. The position focuses on outbound prospecting, qualifying leads, and feeding the sales pipeline within our fintech equity management platform, with compensation in the USD 40,000 to 45,000 per year range.

Responsibilities

• Identify prospects, present our solution, schedule sales calls, and repeat the cycle.
• Own the top of the funnel and drive initial engagement.
• Research and map target accounts within the ICP to identify high-potential prospects.
• Build and manage data-driven outreach lists using Clay, Apollo, Leadspicker, and LinkedIn Sales Navigator.
• Execute multi-channel outbound campaigns with a focus on personalization and conversion, including cold calls, cold emails, and LinkedIn DMs.
• Meet and exceed activity and meeting-booked targets.
• Utilize the recommended tools for tracking, automation, and precise targeting.
• Qualify leads, set meetings, and hand off warm, high-intent prospects to Sales.
• Provide real-time market insights to marketing and leadership to sharpen messaging and campaigns.

Requirements

• Minimum 3 years of experience in outbound B2B sales or SDR roles, with a proven track record of at least 3 years in a deal-closing AE role demonstrating consistent success.
• Proficiency with HubSpot CRM.
• Familiarity with HubSpot, Clay, Instantly, Apollo, Leadspicker, and LinkedIn Sales Navigator is a plus.
• Exceptional written and verbal communication skills with the ability to build rapport quickly.
• Competitive drive and a passion for achieving and surpassing goals.
• Self-directed, adaptable, and able to thrive in the fast-moving environment of an early-stage company.
• Experience in selling SaaS solutions to executive-level stakeholders is preferred.
• References from previous colleagues or employers are a must.
• Education: Degree in Finance, Accounting, Management, Business Administration, or related fields preferred.

Technologies

• HubSpot
• Clay
• Apollo
• Leadspicker
• LinkedIn Sales Navigator
• Instantly
• LinkedIn

Benefits

• 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

About Us

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. As a profitable Fintech company, we operate in Monterey and invite you to join a team that does not follow the traditional VC-centric path. In a short period, we have grown to serve 25,000+ private companies, manage $300B+ in assets under administration, and perform $100B+ in valuations, adding over $5B in new valuations monthly. The firm is led by seasoned fintech entrepreneurs with a track record of building category-leading solutions and generating billions in revenue. You will work closely with senior leadership, sales, and product, and this is not a back-office role. Our culture is intense, collaborative, and execution-driven. We reward ownership, accountability, and excellence with real responsibility, accelerated growth, and long-term opportunity.

Non-Negotiables

• 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