Full-Time

Sales Development Representative

Posted on 6/27/2024

LiveFlow

LiveFlow

11-50 employees

Automates financial reporting and analysis

Fintech
Financial Services

Compensation Overview

$70k - $90kAnnually

+ Commission

Entry

New York, NY, USA

Category
Inside Sales
Sales & Account Management
Required Skills
Lead Generation
Cold Calling
Requirements
  • You are energized to be part of the building phase for the SDR team as we scale
  • Coachable mindset! You are hungry and eager to learn how to develop your skills as an SDR
  • Positive attitude and excited for opportunities for growth and development in a sales development role
  • Thrive when given the opportunity to build rapport, pitch a vision, and create interest
  • Energetic, driven self-starters with the aptitude for engaging with people and small businesses
  • Well-organized, metrics-driven individuals who enjoy a fast paced, start-up environment
Responsibilities
  • Generate sales-qualified leads for LiveFlow
  • Cold call and write hyper-personalized outreach emails to potential customers
  • Sell LiveFlow to leading US Accounting firms and Finance teams
  • Dive deep into our product, thoroughly understand the pain our potential customers have, and why LiveFlow is the ideal solution for that
  • Develop and build meaningful relationships with Accounting firms and Finance Teams (CFOs, Head of Finance)

LiveFlow transforms Google Sheets and Excel spreadsheets into real-time financial planning and analysis dashboards. It primarily serves small to medium-sized businesses and accounting firms that use QuickBooks Online for financial management. By integrating with QuickBooks Online, LiveFlow automates the financial reporting process, allowing users to create dashboards that compare budgets to actuals and consolidate data from multiple entities. This reduces the manual effort and time needed for financial reporting. LiveFlow operates on a subscription model, providing clients access to over 100 reporting templates, automatic data refresh, and customizable financial models. Its platform features live data updates and customizable reports, making it user-friendly for businesses aiming to improve their financial reporting and analysis.

Company Stage

Series A

Total Funding

$20.7M

Headquarters

Redwood City, California

Founded

2020

Growth & Insights
Headcount

6 month growth

9%

1 year growth

9%

2 year growth

11%
Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with AI tools enhances real-time insights and predictive capabilities.
  • Growing remote work trend increases demand for cloud-based financial solutions.
  • Open banking APIs allow seamless integration with various financial platforms.

What critics are saying

  • Integration with Xero may increase competition with existing Xero partners.
  • Expansion into the U.S. market could lead to regulatory compliance challenges.
  • Reliance on QuickBooks Online poses risks if Intuit changes API policies.

What makes LiveFlow unique

  • LiveFlow automates financial workflows, reducing manual effort for finance professionals.
  • It transforms Google Sheets into real-time FP&A dashboards, enhancing productivity.
  • LiveFlow integrates directly with QuickBooks Online, streamlining financial reporting processes.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Vacation

Company Equity

INACTIVE