WHO WE ARE:

TIFIN is a hyper growth entrepreneurial company in the white-hot fintech space. Our twelve (yes, 12!) innovative companies are reshaping the future of investor experience. We’re backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane and a who’s who of the financial service industry.  

We build engaging experiences through powerful AI and investment-driven personalization. We leverage the combined power of investment intelligence, data science, and technology to make investing a more engaging experience and a more powerful driver of financial well-being.

We hope to change the world of wealth in ways that personalized delivery has changed the world of movies, music and more. In a world where every individual is unique, we believe in the power of AI-based personalization to match individuals to financial advice and investments is necessary to driving wealth goals. 

OUR VALUES:

  • Shared Understanding through Listening and Speaking the Truth. We communicate with radical candor, precision and compassion to create a shared understanding. We challenge, but once a decision is made, commit fully. We listen attentively, speak candidly.
  • Teamwork for Teamwin. We believe in win together, learn together. We fly in formation. We cover each other’s backs. We inspire each other with our energy and attitude. 
  • Make Magic for our Users. We center around the voice of the customer. With deep empathy for our clients, we create technology that transforms investor experiences. 
  • Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. We strive to be the best we can possibly be. No excuses. 
  • Innovate with Creative Solutions. We believe that disruptive innovation begins with curiosity and creativity. We challenge the status quo and problem solve to find new answers. 

WHAT YOU'LL BE DOING:

As an SDR at TIFIN, you will be responsible for identifying, contacting, and qualifying prospective leads and opportunities. These will be Registered Investment Advisors (RIAs) who will use our products to deliver more engaging and personalized wealth management experiences, build deeper relationships, and expand their reach.

Most of your time will be spent communicating with top of funnel prospects and coordinating demos and calls with the account executives. The position will have the opportunity and expectation to grow into a much larger role within the organization in sales, marketing or customer success, depending on the skill sets exhibited as an SDR.

THE ROLE:

  • Achieve quota assignments while accurately forecasting sales activity
  • Conduct high volume prospecting (60-100 activities per day) to qualify leads through calls, email, and social media
  • Fast and proficient research via social media and Google
  • Work closely and collaboratively with Sales Executives to develop and implement appropriate prospecting strategies
  • Schedule discovery meetings and demos for Sales Executives to further assess a prospect's business and potential for partnership with TIFIN
  • Learn about our customers, the challenges they face, and how our products can help grow their business and save time
  • Gain fundamental knowledge on how to be a great salesperson while influencing product development through daily use and feedback
  • Hubspot lead and list management
  • Maintaining a high volume of activities
  • Responsibility for your daily and weekly reporting

WHO YOU ARE: 

  • 1+ years of quota-achieving outbound sales success, ideally with experience in a high-growth company selling technology solutions
  • Interest in building a career in FinTech SaaS sales
  • Hunter mentality
  • Excellent interpersonal and written/verbal communication skills
  • A customer-focused mentality with great listening skills and an understanding of unique client needs
  • Entrepreneurial spirit with a drive to win and solve problems
  • Values aligned with personal growth, empathy, creativity, teamwork, and communication
  • Familiarity with CRM platforms such as Monday.com and Hubspot is a plus
  • A local presence in Boulder, CO
  • A Bachelor’s Degree or higher

COMPENSATION AND BENEFITS PACKAGE:

For Colorado Applicants: The expected starting salary range for this position in Colorado is between $60,000 - $65,000 with an OTE of $70,000 - $90,000. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. The position is also eligible for incentive compensation as well as client acquisition bonus programs. 

TIFIN offers a competitive benefits package that includes:

  • Performance linked variable compensation, including equity
  • Medical, dental, vision, life and disability insurance
  • 4014(k) Retirement Plan
  • Flexible Spending & Health Savings Account
  • Open PTO policy and Company-paid holidays
  • Remote work flexibility and other company benefits

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.

 

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