Sales Development Representative
About the job
- 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 customer-focused approach that includes following up and following through to help customers succeed.
- Interest in understanding how agentic systems work, willingness to learn new tools quickly, and ability to teach tools to others.
- Ability to communicate credibly with analysts, operators, and executives, learn domains quickly, and speak the relevant domain language.
- Ability to move quickly, leverage a network, and solve problems without an established playbook.
- Research target accounts, map buying teams, conduct outbound outreach through email, LinkedIn, and phone, and book qualified meetings for account executives and founders.
- Onboard new customers by running kickoff sessions, setting up integrations, and helping every user realize value during the first week.
- Work with customers to identify use cases across email, Teams, Excel, Word, and PowerPoint, and expand a single-team pilot into firmwide usage.
- Gather customer questions, requests, and frustrations; translate them into product feedback and feature requests.
- Monitor account usage, identify risks and expansion opportunities, and partner with account executives on renewals and upsells.
- Create the sales sequences, playbooks, and onboarding materials needed to scale.
- Early-stage startup experience.
- Existing relationships at target firms.
- Experience with outbound or customer success tools.
About the company
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 acts as an autonomous financial analyst by using a generative AI model trained on the firm’s internal knowledge. The system indexes data from multiple sources, enabling task decomposition into customizable, traceable plans that execute steps automatically while keeping data secure. Its focus on firm-specific models, data unification, and auditable workflows helps investment teams speed up 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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Simplify's Take
What believers are saying
- Endex raised $14M from OpenAI Startup Fund in August 2025.
- It reported working with financial firms for a year before public launch.
- Demand after launch and eight open roles suggest active hiring and traction.
What critics are saying
- Microsoft shipped finance Copilot skills, connectors, and traceability in June 2026.
- Endex depends on Excel distribution and can be copied by Microsoft fast.
- Invite-only capacity and a tiny team limit adoption before rivals close the gap.
What makes Endex unique
- Endex lives inside Excel, targeting analysts where work already happens.
- Its pitch centers on traceable, stepwise agentic modeling for finance teams.
- OpenAI Startup Fund backing signals tight alignment with frontier reasoning models.
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Benefits
- Health Insurance
- Retirement planning
- Stock Options
- 401(k) Retirement Plan
- 401(k) Company Match