Sales Development Representative jobs in United States
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Arcana · 16 hours ago

Sales Development Representative

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. They are seeking an exceptional Sales Development Representative to help drive transformation by building their client base and engaging prospective clients.

AnalyticsFinancial ServicesFinTechSoftware
Hiring Manager
Bo Peng
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Responsibilities

Identify and research target hedge funds, asset managers, and allocators to build high-quality prospect lists
Engage prospective clients through personalized outreach (email, LinkedIn, calls) to introduce Arcana and qualify interest
Collaborate closely with Sales Directors to develop account strategies and book qualified discovery meetings

Qualification

Client-facing experiencePortfolio analyticsCRM toolsFinance degreeCFAFRMCuriosityBloombergEquity risk modelsCommunication skillsSelf-starter mindsetAttention to detail

Required

2+ years of experience in a client-facing role within financial services or enterprise SaaS, with direct exposure to institutional clients (hedge funds, asset managers, allocators, etc.)
Familiarity with portfolio analytics, investment concepts, and institutional workflows (e.g. attribution, alpha/beta, drawdowns, correlation, etc.)
Excellent written and verbal communication skills—able to engage hedge fund and asset management professionals with credibility
Self-starter mindset with strong organization, curiosity, and attention to detail
Experience with CRM tools (Salesforce, HubSpot, or similar) preferred
Prior exposure to hedge funds, asset managers, or investment technology is a plus
Bachelor's or Master's degree in Finance, Economics, Business, or a related field

Preferred

CFA, FRM, or MBA is a strong plus
Experience with Bloomberg, FactSet, or portfolio analytics platforms is helpful
Familiarity with equity risk models and factor-based investment frameworks is helpful

Benefits

Competitive base salary
Performance-based bonus tied to key sales metrics, including number of qualified meetings booked, pipeline created, and conversion to revenue

Company

Arcana

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Enabling institutional investors to understand risks, decompose performance, and isolate idiosyncratic differentiation

Funding

Current Stage
Growth Stage
Total Funding
unknown
2022-05-01Undisclosed

Leadership Team

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Rich Falk-Wallace
Co-Founder & CEO
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Company data provided by crunchbase