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Rollstack

Automates BI-driven presentations and reports

Business Development Representative

Full-TimeUpdated on 10/23/2026
No salary listed
Entry, Junior
Bachelor's, Master's
Washington, USA+4 moreMore locations: Oregon, USA | California, USA | Arizona, USA | Utah, USA
RemoteFully remote; bi-annual global offsites.
Sales & Account ManagementSales Development Representative

About the job

Requirements
  • The role requires 0–2 years of experience in a BDR/SDR or customer-facing role, preferably within AI, Business Intelligence, Data Analytics, or SaaS, or experience in Finance, Investment Banking, Consulting, or Operations at a fast-paced startup.
  • A bachelor's or master's degree in Finance, Economics, Engineering, Business, Technology, or a related field is a strong plus.
  • The candidate should be resilient in handling rejection and disciplined in maintaining high activity levels.
  • The candidate should be an early adopter of AI tools and be able to give specific examples of integrating them into daily work and personal life.
  • The candidate should be willing to learn SaaS sales fundamentals and iterate based on real-time feedback.
  • The candidate should own daily activity metrics and pipeline hygiene.
  • The candidate should be curious and able to ask follow-up questions about how large organizations use data.
  • The candidate should be self-directed and proactive in a fast-paced, high-trust startup environment.
Responsibilities
  • Execute high-volume outbound outreach using dialing tools such as Nooks to engage dozens of prospects daily and secure qualified meetings.
  • Partner with Enterprise Account Executives to identify whitespace in target accounts and uncover departments and stakeholders who may benefit from Rollstack.
  • Conduct targeted account research to improve lead lists and tailor messaging to reporting challenges faced by Data, Customer Success, Finance, and Operations leaders.
  • Use and refine tailored scripts to capture interest quickly and steer conversations toward the value of automated reporting.
  • Gather initial market feedback for the Product and Marketing teams to refine messaging.
  • Maintain accurate records of high-volume activity in Salesforce to support handoffs and forecasting for the Account Executive team.
Desired Qualifications
  • Experience in AI, Business Intelligence, Data Analytics, or SaaS is preferred.

About the company

Rollstack is an AI-powered automation tool that creates and updates presentations and documents using business intelligence data. It connects directly to data sources to automatically refresh reports and client-facing presentations, and maps data and visualizations to PowerPoint, Word, and Google Workspace. It integrates with BI tools like Tableau and Power BI to pull in metrics and charts, enabling automatic generation of recurring client reports and business reviews for mid-sized to large Fortune 500 companies. The product works by syncing with data sources, translating BI visuals into familiar document formats, and updating slides and documents as underlying data changes, reducing manual work and ensuring up-to-date content.

Company Size

11-50

Company Stage

Series A

Total Funding

$13.1M

Headquarters

New York City, New York

Founded

2022

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Simplify's Take

What believers are saying

  • Rollstack raised $11 million from Insight Partners and Y Combinator in October 2024.
  • In 2025 and 2026, Rollstack added Omni, Lightdash, and Metabase integrations.
  • Rollstack serves mid-sized companies and Fortune 500s, expanding a high-value reporting category.

What critics are saying

  • Microsoft, Google, Tableau, and Power BI can bundle native reporting automation by 2027.
  • Rollstack depends on third-party BI APIs; vendor changes can break scheduled updates overnight.
  • If enterprises standardize on BI-native executive reporting, Rollstack becomes a replaceable layer.

What makes Rollstack unique

  • Rollstack integrates Tableau, Power BI, Looker, Omni, Lightdash, and Metabase directly into decks.
  • Its automation updates PowerPoint, Google Slides, Word, Docs, and email from live BI data.
  • Enterprise usage at SoFi and monday.com validates repeatable executive-reporting workflows.

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Benefits

  • Remote Work Options
  • Company Equity
  • Company Social Events

Growth & Insights and Company News

6 month growth

0%

1 year growth

3%

2 year growth

3%
FinSMEs
Oct 22nd, 2024
Rollstack Raises $11M in Series A Funding

Rollstack, a NYC-based company that automatically creates and updates data-driven slide decks and documents, raised $11M in Series A Funding

U.S. Securities and Exchange Commission
Oct 4th, 2024
SEC FORM D

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

TechCrunch
Sep 27th, 2023
Rollstack automatically syncs data to reports and presentations | TechCrunch

Rollstack, a startup backed by Y Combinator, among others, has raised cash for its platform that syncs data to presentations and reports.