Overview
Koyfin is a rapidly growing, VC-backed fintech startup founded in 2016. With hundreds of thousands of users, we have built a strong cult following. Every investor deserves powerful, intuitive tools to analyze markets and portfolios without the steep learning curve or sky-high costs of traditional platforms. That’s why we built Koyfin: a modern, accessible analytics platform that combines sleek visualizations, comprehensive data, and customizable tools to empower smarter investment decisions.
🥇 Fastest growing research platform for financial advisors using product-led growth (register for free)
🚀 Recognized by G2 as a top-rated analytics platform (link)
📈 Rapid growth with new records in usage and revenue every quarter
💰 We’re cash flow positive - and proud of it
About the Role
Reporting to the Head of Sales & Strategy, we are seeking a seasoned Account Executive with deep expertise in Warm Outbound GTM to join our growing team. This is a full-cycle role, where you’ll leverage our extensive base of existing users to build a strong pipeline, schedule meetings, and close high-value deals. The ideal candidate will have a proven track record in B2B SaaS sales, excelling in driving revenue growth through strategic outbound efforts.
A background or understanding of finance is strongly preferred, as it will enhance your ability to connect with and deliver value to our customers.
Key Responsibilities
- Manage the full sales cycle: Oversee prospect outreach, product demos, and customer relationship management. Focus on driving deals from sourcing to closure, specifically targeting SMB accounts with a deal size of $10k—$100k.
- Product Demos: Conduct compelling product demos (virtually) to showcase Koyfin's value and functionality to prospective clients.
- Collaborate with Leadership: Work closely with senior leaders to evolve the sales playbook, establish an outbound sales process, and refine the ICP.
- Achieve Sales Targets: Meet or exceed revenue goals, contributing to the company's growth and profitability.
- Represent Koyfin at Industry Events: Attend 3-4 conferences per year.
- Contribute to Product Development: Gather and communicate customer feedback to cross-functional teams, including product management and engineering, to provide insights and help define product requirements for improving Koyfin's products and services.
Requirements
- 5+ years experience in outbound full-cycle sales
- Experience with selling B2B SaaS product with a track record of exceeding quotas.
- Mastery of the full sales cycle, from lead generation to closing deals.
- Proficiency with financial terms and basic understanding of workflows for researching securities.
- Proactive, independent, and capable of moving projects forward by themselves.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively with cross-functional teams.
- Strong analytical and problem-solving skills.
- Ability to attend industry events and travel as required.
- A passion for investing and the ability to convey Koyfin's value proposition effectively.
Why Join Koyfin
- Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package.
- Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products.
- Dynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done.
- Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves.
- Industry-Leading Product: Join a company with an industry-leading product that is disrupting the financial analytics space through a product-led growth sales motion.
- Efficiency and Growth: Join a company that values efficiency, sustainable growth, and operational excellence. Koyfin is cash flow positive and emphasizes doing more with less.
How to Apply
If you are passionate about sales and want to make a significant impact, we would love to hear from you. Please click the button below to apply. Candidates that fill out the Typeform will get priority consideration.
Koyfin is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Careers FAQ
- Can I work remotely?
Yes, you can work from anywhere.
- Do you have an office?
We are a remote-first company and maintain an office in Kyiv. Additionally, some of our employees opt to work from local coworking spaces.
- What is your recruitment process?
The hiring process can depend on the specific role, team, and level. Our recruiter will be happy to provide all the details of the recruitment process for the position you are applying for.
- How should I prepare for the recruitment process?
We recommend creating an account and using Koyfin to become familiar with our product. Additionally, you can learn more about Koyfin through our website, YouTube channel, and Twitter. As you prepare for the interview, consider specific examples from your past experience that demonstrate your impact on projects and team performance. Don’t hesitate to contact our recruitment specialist if you have questions about how to prepare for this step. Thorough preparation for your interview is crucial, and we encourage you to ask any questions you may have during the interview.
It’s important that Koyfin is a good fit for you and you are a good fit for Koyfin. We highly encourage you to review our values and reflect on how they align with your values and personality.
- Should I have previous experience in FinTech or Investments?
We value an extra interest or experience in FinTech/Investments. However, this is not a requirement.
- Do you provide benefits?
Yes, we offer full benefits in the US. In other regions, the benefits depend on your location. Check out the benefits section on the Careers page.
- Do you offer a 401k?
Yes, we offer 401(k) contributions and company matching.
- What is the culture like in Koyfin?
Koyfin is a small, scrappy startup with a big impact. We value swift and effective action. Below is a list of our values, which are crucial to us, and we aim to reflect them in everyone at Koyfin:
1. Customer First
2. Humility & Respect
3. Teamwork
4. Continuous Improvement
5. GSD