Account Development Representative (Fintech)

TL;DR

Account Development Representative (Fintech): Generating qualified opportunities and driving early-stage pipeline within Core accounts with an accent on outbound prospecting and discovery. Focus on identifying growth within existing clients and qualifying prospects to fuel revenue growth.

Location: Must be based in San Francisco, CA; role is onsite 5 days a week

Salary: $102,500 ($70,000 base + $32,500 on-target commission)

Company

hirify.global is a Morningstar company providing comprehensive data and analytics for the private capital markets, including private equity and venture capital.

What you will do

• Drive outbound prospecting and manage inbound leads to create qualified opportunities for AMs and BDRs.
• Conduct discovery calls and thoroughly qualify prospects to ensure strong fit and conversion potential.
• Research accounts and territories to uncover new contacts and decision-makers.
• Utilize tools like LinkedIn Sales Navigator, Outreach.io, and Highspot to craft tailored messaging.
• Maintain accurate records in Salesforce and use Gong to refine outreach strategies.
• Meet or exceed monthly and quarterly quotas for qualified opportunities and pipeline contribution.

Requirements

• Bachelor’s degree.
• 6+ months of outbound prospecting experience.
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future.
• Excellent verbal and written communication skills with a keen eye for detail.
• Interest in financial markets, particularly private equity and venture capital.
• Proficiency with Microsoft Office suite (Outlook, Word, Excel).

Culture & Benefits

• Comprehensive health benefits, including medical wellness incentives and life insurance.
• 401k match and a shared ownership employee stock program.
• Paid sabbatical program after four years, plus generous vacation, sick, and volunteer days.
• Annual educational stipend, CFA exam stipend, and tuition reimbursement opportunities.
• Monthly transportation stipend and subsidized emergency childcare.
• Strong culture of in-person collaboration, mentorship, and professional development.