Arcana
Fintech & PaymentsDirect Greenhouse career site

Sales Development Representative

Location
New York City, NY · On-site
Job type
Full-time
Level
Mid-level
Experience
2+ years
Education
Bachelor's degree
Listed
30 days ago

Skills & highlights for this role

  • B2B prospecting
  • institutional sales
  • portfolio analytics

Also useful

  • Salesforce
  • HubSpot
  • Bloomberg
  • FactSet

Responsibilities

  • Identify and research target hedge funds, asset managers, and allocators to build high-quality prospect lists
  • Engage prospective clients through personalized outreach (email, LinkedIn, calls) to introduce Arcana and qualify interest
  • Collaborate closely with Sales Directors to develop account strategies and book qualified discovery meetings

Requirements

  • 2+ years of experience in a client-facing role within financial services or enterprise SaaS, with direct exposure to institutional clients (hedge funds, asset managers, allocators, etc.)
  • Familiarity with portfolio analytics, investment concepts, and institutional workflows (e.g. attribution, alpha/beta, drawdowns, correlation, etc.)
  • Excellent written and verbal communication skills-able to engage hedge fund and asset management professionals with credibility
  • Self-starter mindset with strong organization, curiosity, and attention to detail
  • Experience with CRM tools (Salesforce, HubSpot, or similar) preferred
  • Prior exposure to hedge funds, asset managers, or investment technology is a plus

Qualifications

  • Bachelor's or Master's degree in Finance, Economics, Business, or a related field
  • CFA, FRM, or MBA is a strong plus
  • Experience with Bloomberg, FactSet, or portfolio analytics platforms is helpful
  • Familiarity with equity risk models and factor-based investment frameworks is helpful

Compensation

  • Competitive base salary
  • Performance-based bonus tied to key sales metrics, including number of qualified meetings booked, and pipeline created.

About Arcana

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. We're rethinking the tools institutional investors rely on- and we're hiring an exceptional Sales Development Representative to help drive that transformation.

As a SDR at Arcana, you'll play a foundational role in building our client base and shaping the future of institutional analytics. You'll identify, research, and engage prospective clients across the hedge fund and asset management ecosystem-partnering closely with sales, marketing, and product to open high-value opportunities and define how we reach new clients.

If you're looking to rocket-ship your career and work alongside a top-performing sales team (ex-AlphaSense, Visible Alpha, MSCI), we'd love to talk.

Read the original posting

From Arcana's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

Rolev.ai is a job search and application tool for US job seekers. For this Sales Development Representative role at Arcana, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.

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Common questions

Where is the Sales Development Representative job at Arcana located?

This Sales Development Representative position at Arcana is located in New York City, NY (On-site). Always check Arcana's application page for specific state eligibility or relocation policies.

What qualifications are required for Sales Development Representative at Arcana?

For the Sales Development Representative role, Arcana highlights 2+ years of relevant experience; a bachelor's degree; experience with B2B prospecting, institutional sales, portfolio analytics. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Sales Development Representative position at Arcana?

This listing links directly to Arcana's Greenhouse application page. You can apply directly on Arcana's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.