Eqvista · 2 days ago
Inbound Sales Development Representative (SDR) & Sales Support
Monterey, CA
Full-time
Onsite
Entry, Mid Level
1+ years expEqvista is a leading equity management and business valuation firm serving private companies and venture-backed startups. The Inbound SDR & Sales Support professional will be responsible for qualifying and converting high-intent inbound leads, supporting the sales team throughout the deal cycle, and ensuring prospects receive an exceptional buying experience.
Asset ManagementB2BFinanceFinancial ServicesFinTechInformation TechnologySoftware
Responsibilities
Communicate clearly, confidently, and professionally with founders, CFOs, and executives
Speak knowledgeably and convey the broad, deep experience of a tenured fintech firm
Represent the firm’s credibility, expertise, and urgency in every interaction
Solve the prospect’s problem - they are calling us for a solution
Respond rapidly to inbound valuation inquiries, and website leads
You assess the client’s needs and the problem that they are calling - for us to solve
Negotiate and close deals on the spot, then follow through to close
Book high-quality meetings for senior sales leadership
Prepare proper background research prior to sales calls
Assist with proposals, follow-ups, and deal coordination
Maintain clean, accurate CRM records in HubSpot
Identify patterns in inbound demand and share insights with sales and marketing
Help refine messaging, qualification criteria, and internal processes as we grow
Qualification
Required
1–3+ years in SDR, sales support, customer success, or inside sales
Experience qualifying inbound leads in B2B, SaaS, fintech, or professional services
Willingness to work in-office, five days per week, in Monterey, CA
Strong sense of responsibility and follow-through
Professionalism rooted in integrity and quality client service
Preferred
Finance education and/or finance environment experience a real plus
Familiarity with the public stock market and the mechanics of equity a plus
Familiarity with sales tools (Apollo, LinkedIn Sales Navigator, CRM workflows) is a plus
Finance, accounting, business, or economics background is helpful but not required
Company
Eqvista
Manage your company’s cap table and valuations with Eqvista!
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tomas Milar
Founder & CEO
Colin McCrea
CFO, Head of Valuations
Recent News
2025-11-07
2025-10-10
Company data provided by crunchbase