Now Hiring - Eqvista Inc - Inbound Sales Development Representative (SDR) & Sales Support in Monterey, CA

Full description of the position

Contract-to-Permanent | In-Office Only Downtown Monterey, CA Remote applicants will not be considered About Us We are a leading equity management and business valuation firm serving private companies and venture-backed startups. Our platform helps founders, CFOs, and investors manage cap tables, stock options, and perform defensible, audit-ready valuations. In just a few years, we've grown to serve 25,000+ private companies , with $270B+ in assets under administration and $100B+ in valuations performed , adding over $5B in new valuations monthly. We are revenue- generating, profitable, and scaling fast. The firm is led by seasoned fintech entrepreneurs with a track record of building #1 category leaders and generating billions in revenue. You'll work closely with senior leadership, sales, and product--this is not a "back- office" role. Our culture is intense, collaborative, and execution-driven. We expect ownership, accountability, and excellence--but we reward it with real responsibility, accelerated growth, and long-term upside. About the Role This role sits at the front door of our revenue engine. As an Inbound SDR & Sales Support professional, you will be responsible for qualifying and converting high-intent inbound leads, supporting the sales team throughout the deal cycle, and ensuring prospects receive a best-in-class buying experience from first touch to close. This is a contract-to-permanent opportunity designed for someone who wants to prove themselves quickly and grow into a long-term sales or revenue role. You will be in the office five days a week in downtown Monterey, working side-by-side with leadership and the sales team. If you want remote flexibility or a low-intensity environment, this is not the role for you. If you want to learn fast, contribute immediately, and build a serious career in fintech and professional services , keep reading. What You 'll Do Be the First Impression * 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. Own Inbound Lead Qualification * 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. Support the Sales Process * Prepare proper background research prior to sales calls. * Assist with proposals, follow-ups, and deal coordination. * Maintain clean, accurate CRM records in HubSpot. Enable Scale * Identify patterns in inbound demand and share insights with sales and marketing. * Help refine messaging, qualification criteria, and internal processes as we grow. Who We 're Looking For We're looking for high-output professionals , not order-takers. You likely are: * A strong communicator who sounds confident on the phone and concise in writing. * Highly organized, detail-oriented, and responsive. * Competitive, motivated and goes that extra mile to serve a client. * Comfortable working in a fast-paced, high-expectation environment. Experience & Skills * 1-3+ years in SDR, sales support, customer success, or inside sales. * Experience qualifying inbound leads in B2B, SaaS, fintech, or professional services. * 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. Non-Negotiables * 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. Compensation & Growth This is a contract-to-permanent role , with clear performance benchmarks for conversion to full-time. * Competitive hourly or contract rate (based on experience) * Performance-based incentives tied to conversions Top performers will out-earn market averages and gain exposure rarely available this early in a career. Why This Role Matters Work directly with senior management. You can make a very tangible difference. You'll learn from leaders in the industry. You'll be close to revenue, close to leadership, and close to the decisions that matter. If you want a comfortable job, this isn't it. If you want to build skills, credibility, and momentum inside a category- defining firm--this IS it. How to Apply Submit your resume and a short note explaining why you 're a strong fit for an in-office, high-expectation inbound sales role. Candidates who clearly demonstrate urgency, polish, and motivation will be prioritized. Job Type: Full-time Pay: $65,000.00 - $70,000.00 per year Work Location: In person