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Sydecar is a fintech platform transforming private markets by making them more accessible, transparent, and liquid. The company automates the creation and execution of investment vehicles, handling banking, compliance, contracts, taxes, and reporting so investors can focus on deal-making and relationships. Sydecar has been named one of CNBC's World's Top Fintech Companies and ranked on the Inc. 5000 list of America's fastest-growing private companies two years in a row.
In this Business Development Representative role, you will drive the sales pipeline by running campaigns in collaboration with the marketing team, qualifying inbound leads, nurturing prospects, and scheduling appointments for the sales team. This is a hybrid position based in New York City with three days per week in-office attendance.
Key responsibilities include:
- Develop and maintain deep understanding of Sydecar's products, services, and value proposition
- Engage and qualify inbound leads via email and Zoom, understanding their needs
- Conduct research on prospective clients to uncover pain points and objectives
- Qualify leads based on predetermined criteria and schedule sales appointments
- Collaborate with sales and marketing teams to optimize lead qualification and conversion rates
- Maintain accurate CRM records in HubSpot
- Meet and exceed KPIs and sales targets
Requirements:
- Undergraduate degree from an accredited college or university
- 1–2 years of experience in sales, customer service, or related field (inbound sales experience is a plus)
- Excellent verbal and written communication skills with ability to articulate complex concepts clearly
- Strong interpersonal skills and ability to build rapport over phone and email
- Highly organized with exceptional time management and prioritization
- Proactive, results-oriented mindset with desire to exceed goals
- Familiarity with CRM software and modern GTM tooling (HubSpot, Clay)
Bonus qualifications:
- Experience selling in financial services or alternative investments
- Startup or fintech background
- Fund administration experience or experience selling to private fund managers
- A/B testing and outbound motion-building experience
- Knowledge of and passion for venture capital and private markets
- Working knowledge of AI tools and experience incorporating them into workflows