Enterprise Sales Development Representative

An AI Fintech client is seeking a Sales Development Representative to join their growing team. As an SDR, you’ll be on the front lines of pipeline generation, booking high-quality meetings with enterprise level RIAs, and broker-dealer networks, and wealth management firms, so industry knowledge will be key.

This is a purely outbound role, where you’ll own the entire top-of-funnel process — from sourcing and building your own lead lists using tools like Discovery Data, to crafting personalized outreach cadences in Salesloft, to executing daily cold calls and emails. You’ll serve as the first point of contact for prospects, educating them on a cutting-edge, AI-powered assistant designed specifically for regulated financial institutions and financial professionals, with strict compliance considerations top of mind.
You’ll work closely with Account Executives to ensure strong discovery and clean meeting handoffs, while maintaining a high bar for meeting quality. With no rigid territories and evolving metrics, you’ll have the freedom to experiment, iterate, and help shape the outbound motion. This is a rare opportunity to join a fintech startup in true build mode — where your hustle and creativity will directly impact growth and where long-term career progression into senior SDR, AE, or sales leadership roles is strongly encouraged.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

- 1+ years of relevant B2B, SaaS, Fintech sales experience, with demonstrated experience calling on or selling a relevant fintech, or wealth management SaaS product to financial advisors, RIAs, broker-dealer networks, wealth management firms, or small/mid-sized banks or credit unions.
- Growth mindset- eager to learn, receive feedback, experiment, and help build something impactful.
- Ability to generate your own leads using tools like Discovery Data, Salesloft, and similar platforms.
- Self-starter mentality- thrives in ambiguity, adapts to evolving metrics, and takes ownership without waiting for direction.
- Strong written and verbal communication skills to engage financial prospects effectively.
- Comfortable working in a startup environment with limited structure and high-volume outbound activity.

- Local to Denver, CO and open to going onsite to the Denver office on occasion.

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.