K1x is the leading data distribution platform for alternative investments and a Fast Company Most Innovative Companies 2025 honoree. Our mission is straightforward: digitize the K-1 ecosystem. Through patented, AI-powered automation, we connect investors, advisors, tax software, portals, accounting firms, and taxing authorities, turning weeks of manual K-1 processing into seconds of structured, validated data.
Trusted by more than 40,000 organizations and backed by Edison Partners with $40M in total funding and 130% revenue growth, K1x is building the market-facing team to match our momentum.
The Role
As a Sales Development Representative at K1x, you will identify and engage Tax Partners, CFOs, Controllers, and other decision-makers across accounting firms, private equity, wealth management, and institutional investment organizations.
This is an opportunity to help build our sales development function from the ground up. Rather than stepping into a fully established playbook, you'll work with sales leadership to test messaging, refine outreach strategies, and help shape the processes future SDRs will follow.
We're looking for someone who is competitive, curious, polished, and comfortable with ambiguity. You take initiative, learn quickly, and are willing to share what's working and what isn't.
What You'll Do
Outbound Prospecting and Pipeline Generation
- Execute high-volume, high-quality outbound prospecting across phone, email, and LinkedIn.
- Conduct deep account research using AI and tools such as Clay and Gong to identify key decision-makers and buying committees at accounting firms, institutional investors, university endowments, family offices, and private foundations.
- Leverage intent data tools (LinkedIn Sales Navigator, 6Sense, ZoomInfo) to prioritize accounts with active buying signals and design tailored engagement sequences.
Lead Qualification and Handoff
- Qualify inbound and outbound leads against K1x's Ideal Customer Profile, budget, authority, need, and timeline,[RA1] engaging prospects to uncover needs before scheduling discovery meetings for Account Executives.
- Nurture inbound leads in a timely and strategic manner, ensuring a seamless transition from initial interest to a qualified meeting.
- Deliver complete, accurate context to Account Executives on every handoff: prospect pain points, stakeholder map, and next steps.
CRM Discipline and Performance
- Manage all activity, notes, and pipeline data in HubSpot with rigor, ensuring clean records and accurate forecasting.
- Meet and exceed weekly and monthly KPIs for outreach volume, Sales Qualified Lead generation, and qualified meetings booked.
- Review your own metrics regularly and refine your approach based on what the data tells you.
Market and Product Intelligence
- Stay current on alternative investment industry trends, regulatory changes affecting K-1 and 990 reporting, and the competitive landscape.
- Collaborate with marketing and sales leadership to share field insights and contribute to targeting and positioning strategy.
To be successful in this role, you will:
- Generate qualified pipeline consistently, meeting or exceeding quarterly SQL targets for the Account Executive team.
- Book qualified discovery meetings at a rate that demonstrates strong conversion from outreach to call.
- Maintain high outreach volume daily across phone, email, and LinkedIn while preserving quality and relevance at scale.
- Develop working fluency in K-1 and 990 tax workflows, alternative investment structures, and the K1x product suite within 90 days.
- Keep CRM records clean and complete, ensuring every interaction is logged and every handoff is accurate.
- Contribute market intelligence back to marketing and sales leadership to sharpen go-to-market strategy.
Requirements
- 1–2 years of experience in sales, business development, customer-facing work, or another results-driven environment is preferred, but prior SDR/BDR experience is not required. Experience selling into accounting firms or the alternative investment space is a plus. Relevant internships and nontraditional sales experience are also welcome.
- A track record of consistent quota or activity attainment. You run a disciplined process and take your numbers seriously.
- Strong written and verbal communication skills. You write cold emails that get replies, open calls that earn conversations, and can speak intelligently about complex financial workflows.
- Comfort navigating buying environments with multiple stakeholders across accounting, finance, and operations.
- Proficiency with HubSpot or a comparable CRM, and outbound tools such as LinkedIn Sales Navigator, ZoomInfo, or 6Sense.
- Genuine curiosity about the alternative investment and tax technology space. You do not need to be a CPA, but you are motivated to learn the domain and speak credibly about it.
- A self-starter mentality: organized, resilient, and energized by outbound work. You take ownership of your pipeline and do not wait to be handed leads.
- Collaborative spirit. You share insights with the team, celebrate wins together, and make the people around you better.
KPI's
- Sales Qualified Leads (SQLs) generated per month, on or above quarterly target
- Qualified discovery meetings booked for the Account Executive team
- Daily and weekly outreach activity across calls, emails, and LinkedIn
- Inbound lead qualification and conversion rate above baseline
- CRM data quality and pipeline accuracy
Benefits
- Competitive compensation and equity participation
- Comprehensive medical, dental, and vision coverage
- Flexible PTO and company-recognized holidays
- Fully remote work environment
- 401(k) program
- Paid parental leave
Why K1x
- Industry-leading AI platform trained on over one million K-1 documents and a proprietary data moat competitors cannot easily replicate
- Opportunity to help define and lead a rapidly evolving category within private markets tax technology
- High-impact role with direct influence on company growth, market positioning, and product strategy
- Collaborative, execution-focused culture built for operators and builders
- Competitive compensation, equity participation, and comprehensive benefits package