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Endex

AI-powered platform for unified financial analysis

Sales Development Representative

Sales Development RepresentativeUpdated on Nov 7
Full-time

About the Job

Requirements

  • At least 2 years of experience in sales, customer success, consulting, banking, or another fast-paced client-facing role.
  • A track record of excellence and high personal standards.
  • A strong focus on ensuring customer success, including reliable follow-up and follow-through.
  • Interest in understanding how agentic systems work and ability to learn new tools quickly and teach them to others.
  • Ability to communicate credibly with analysts, operators, and executives, learn a domain quickly, and speak its language.
  • Ability to move quickly, leverage a network, and work out solutions without an established playbook.

Responsibilities

  • Research target accounts, map buying teams, and conduct outbound outreach through email, LinkedIn, and phone; book qualified meetings for account executives and founders.
  • Onboard new customer teams by running kickoff sessions, setting up integrations, and ensuring users see value in their first week.
  • Work with customers to identify use cases across email, Teams, Excel, Word, and PowerPoint, and expand single-team pilots to firmwide usage.
  • Gather customer questions, requests, and frustrations; translate them into product feedback and feature requests.
  • Monitor account usage, identify risk and expansion opportunities, and partner with account executives on renewals and upsells.
  • Create sales sequences, playbooks, and onboarding materials for scaling.

Desired Qualifications

  • Early-stage startup experience.
  • Existing relationships at target firms.
  • Experience with outbound or customer success tools.

About the Company

Endex

AI-powered platform for unified financial analysis

Endex is a B2B AI platform for financial services that unifies a firm’s internal files, external data, and other sources into one searchable interface. It automates analytical workflows and supports investment teams with a secure, firm-specific generative AI model trained on internal knowledge. The platform indexes data from multiple sources and lets users search and analyze in one place, acting as an autonomous financial analyst that follows customizable, traceable task plans and executes steps automatically. Its differentiator is the use of a firm-specific AI model with transparent workflows tailored to finance, designed to speed up investment analysis and decision-making.

Company size
11-50
Company stage
Early VC
Total funding
$14M
Headquarters
New York City, New York
Founded
2022

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