LiveFlow

Sales Development Representative (NYC)

New York, New York, United States

$70,000 – $90,000Compensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Enterprise Software, Financial ServicesIndustries

Requirements

Candidates should have a positive attitude and a coachable mindset, demonstrating eagerness to learn and develop skills as a Sales Development Representative. They must be energetic, driven self-starters who can engage effectively with people and small businesses, and should be well-organized, metrics-driven individuals who thrive in a fast-paced, start-up environment.

Responsibilities

As a Sales Development Representative, you will generate sales-qualified leads for LiveFlow through cold calls and hyper-personalized outreach emails. You will sell LiveFlow to leading US Accounting firms and Finance teams, dive deep into the product to understand customer pain points, and develop meaningful relationships with Accounting firms and Finance teams.

Skills

Sales Development
Cold Calling
Outreach
Lead Generation
Relationship Building
Communication
Organization
Metrics-Driven
Sales
Pitching

LiveFlow

Automates financial reporting and analysis

About LiveFlow

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.

Key Metrics

Redwood City, CaliforniaHeadquarters
2020Year Founded
$20.7MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
11-50Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Unlimited Paid Time Off
Paid Vacation
Company Equity

Risks

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.

Differentiation

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.

Upsides

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.

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