Essential AI’s mission is to deepen the partnership between humans and computers, unlocking collaborative capabilities that far exceed what could be achieved today.

Essential AI

Talent Acquisition Consultant

Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. We partner with thousands of companies to help them grow sustainably and operate more effectively.

Pilot.com

Rejoined Pilot from February to April as as a part-time consultant to assist with an influx of hiring needs for the sales team.
★ Hired 10 Account Executives.

Rejoined Pilot from August to now as as a part-time consultant to assist with an influx of hiring needs for the customer operations team.
★ Hiring Finance Operations Account Managers!
★ Hiring for CFO Services!

Reputation is the only platform that empowers companies to fulfill their brand promise by measuring, managing, and scaling their reputation performance in real-time, everywhere. Functioning as a business’

Reputation

Hired as a part-time consultant to assist with an influx of hiring needs.

Roles recruited for include:
★ Technical Support Specialist (Bilingual - French/English)
★ Implementation Manager
★ Customer Success Specialist
★ Principal Software Engineer
★ Engineering Manager
★ Partner Success Manager

Curphey and Malkin Associates, Inc.

Curphey and Malkin Associates, Inc. is an established executive search firm specializing in software and information technology professionals. Our forte is partnering with startups to mid-sized organizations throughout the U.S. for over 35 years.

After spending 15+ years building and scaling internal talent acquisition teams at startups, I have joined Curphey & Malkin to build out their newest division focusing on technical (software engineering, AI/ML, infrastructure, data, IT, business systems, etc.), product design, finance/accounting, and G&A (HR, administrative, facilities, etc.). Our other partners at Curphey & Malkin support sales, marketing, product, customer success, etc. so we can be your recruiting partner in all areas. 

You can contact me at randy@candm.com

Talent Acquisition Partner

Hired to build the talent acquisition function from the ground up. Hired, coached, and led a team of 11 to help scale Pilot from ~200 to 400+ employees in the first year. In June 2023, the entire talent acquisition team was impacted by a company layoff. 

★ Hired and led a team of talent acquisition professionals to help scale Pilot during this high growth period.
★ Responsible for the talent acquisition technology stack. Identified, implemented, and optimized key recruiting solutions - Greenhouse, Gem, LinkedIn Recruiter, Glassdoor, Comparably, and Indeed.
★ Established employer branding to drive talent attraction. This included launching review sites (Glassdoor, Comparably, InHerSight, FairyGodboss, and BuiltIn) and social media (Instagram, Facebook, Twitter, and Pinterest). Through these efforts, we were recognized with 18 workplace awards:
 ~ Best Companies for Career Growth, Best Leadership Teams, Best CEOs for Women and Best Place to Work in San Francisco/Bay Area by Comparably - 2023
 ~ America's Best Startup Employers by Forbes - 2023
 ~ Best Places to Work by Built In - 2023
 ~ Happiest Employees, Best Work-Life Balance, Best Compensation, Best Career Growth, Best Leadership Teams, Best Company Outlook, Best Company Culture, Best Company for Women and Best Company for Diversity by Comparably - 2022
 ~ Best Company for Diversity, Best Company for Women, and Best Company Culture by Comparably - 2021
★ Developed, documented and/or improved processes to scale for growth - this includes system and general recruiting processes.
★ Implemented reporting and analytics to be able to make data driven decisions.
★ Attracted top talent and hired over 240+ in FY22.

Director, Talent Acquisition

Randy Tanaka, PHR, SHRM-CP

Randy Tanaka

SDR at Keeper: Must love cold calls, emails, and prospecting. Bring energy, excitement, and research. History of hitting quotas if experienced in sales. Smart, motivated, easy to talk to on phone. Remote; visa sponsorship available. Salary $74K. Bookkeepers are your target, make them smile and book demos.

Ryan Sheridan

Chloe Bosshard

Sam Holeman

Liam Watson-Brawn

Savannah Corallo Bates

Niko Constan

Bookkeepers&nbsp;today&nbsp;are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Keeper is on a mission to change that.With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.Founded in 2021, Keeper has raised $6M&nbsp;in seed funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Keeper currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

Keeper (YC S21)

The job is to find bookkeepers and convince them to schedule a demo with us.Here's what that looks like on a day-to-day basis:<ul><li>Find prospects and engage them through calls, emails, and social media</li><li>Develop a keen understanding of Keeper's product and why people buy it</li><li>Write clever emails that make people smile and reply</li></ul>

Sales Development Representative


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Sales Development Representative
Location

Austin Office (or Remote)

Type

Full time

Department

Sales

Compensation
On Target Earnings: $74K • Offers Equity • Offers Commission
Overview
Application
About Keeper

Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Keeper is on a mission to change that.

With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.

Founded in 2021, Keeper has raised $6M in seed funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Keeper currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

What You'll Do

Your job is to find bookkeepers and convince them to schedule a demo with us.

Here's what that looks like on a day-to-day basis:

Find prospects and engage them through calls, emails, and social media

Develop a keen understanding of Keeper's product and why people buy it

Write clever emails that make people smile and reply

Who You Are

1-2 years of SDR/BDR experience, preferably in SaaS

You write and speak clearly and concisely

Accounting / finance experience is preferred; interest in learning the space is required

Benefits

Competitive pay and equity

Unlimited PTO

Health, dental, and vision insurance

Keeper provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

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Sales Development Representative
Location

Austin Office (or Remote)

Type

Full time

Department

Sales

Compensation
On Target Earnings: $74K • Offers Equity • Offers Commission
Overview
Application
About Keeper

Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Keeper is on a mission to change that.

With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.

Founded in 2021, Keeper has raised $6M in seed funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Keeper currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

What You'll Do

Your job is to find bookkeepers and convince them to schedule a demo with us.

Here's what that looks like on a day-to-day basis:

Find prospects and engage them through calls, emails, and social media

Develop a keen understanding of Keeper's product and why people buy it

Write clever emails that make people smile and reply

Who You Are

1-2 years of SDR/BDR experience, preferably in SaaS

You write and speak clearly and concisely

Accounting / finance experience is preferred; interest in learning the space is required

Benefits

Competitive pay and equity

Unlimited PTO

Health, dental, and vision insurance

Keeper provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

Apply for this Job
Sales Development Representative
Sales Development Representative
Location

Austin Office (or Remote)

Type

Full time

Department

Sales

Compensation
On Target Earnings: $74K • Offers Equity • Offers Commission
Overview
Application
About Keeper

Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Keeper is on a mission to change that.

With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.

Founded in 2021, Keeper has raised $6M in seed funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Keeper currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

What You'll Do

Your job is to find bookkeepers and convince them to schedule a demo with us.

Here's what that looks like on a day-to-day basis:

Find prospects and engage them through calls, emails, and social media

Develop a keen understanding of Keeper's product and why people buy it

Write clever emails that make people smile and reply

Who You Are

1-2 years of SDR/BDR experience, preferably in SaaS

You write and speak clearly and concisely

Accounting / finance experience is preferred; interest in learning the space is required

Benefits

Competitive pay and equity

Unlimited PTO

Health, dental, and vision insurance

Keeper provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

Apply for this Job
Location

Austin Office (or Remote)

Type

Full time

Department

Sales

Compensation
On Target Earnings: $74K • Offers Equity • Offers Commission
Location

Austin Office (or Remote)
Location
Austin Office (or Remote)
Type

Full time
Type
Full time
Department

Sales
Department
Sales
Compensation
On Target Earnings: $74K • Offers Equity • Offers Commission
Compensation
On Target Earnings: $74K • Offers Equity • Offers Commission
On Target Earnings: $74K • Offers Equity • Offers Commission
On Target Earnings: $74K • Offers Equity • Offers Commission
Overview
Application
About Keeper

Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Keeper is on a mission to change that.

With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.

Founded in 2021, Keeper has raised $6M in seed funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Keeper currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

What You'll Do

Your job is to find bookkeepers and convince them to schedule a demo with us.

Here's what that looks like on a day-to-day basis:

Find prospects and engage them through calls, emails, and social media

Develop a keen understanding of Keeper's product and why people buy it

Write clever emails that make people smile and reply

Who You Are

1-2 years of SDR/BDR experience, preferably in SaaS

You write and speak clearly and concisely

Accounting / finance experience is preferred; interest in learning the space is required

Benefits

Competitive pay and equity

Unlimited PTO

Health, dental, and vision insurance

Keeper provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

Apply for this Job
Overview
Application
Overview
Application

About Keeper

Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Keeper is on a mission to change that.

With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.

Founded in 2021, Keeper has raised $6M in seed funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Keeper currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

What You'll Do

Your job is to find bookkeepers and convince them to schedule a demo with us.

Here's what that looks like on a day-to-day basis:

Find prospects and engage them through calls, emails, and social media

Develop a keen understanding of Keeper's product and why people buy it

Write clever emails that make people smile and reply

Who You Are

1-2 years of SDR/BDR experience, preferably in SaaS

You write and speak clearly and concisely

Accounting / finance experience is preferred; interest in learning the space is required

Benefits

Competitive pay and equity

Unlimited PTO

Health, dental, and vision insurance

Keeper provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

Apply for this Job
About Keeper

Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Keeper is on a mission to change that.

With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.

Founded in 2021, Keeper has raised $6M in seed funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Keeper currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

What You'll Do

Your job is to find bookkeepers and convince them to schedule a demo with us.

Here's what that looks like on a day-to-day basis:

Find prospects and engage them through calls, emails, and social media

Develop a keen understanding of Keeper's product and why people buy it

Write clever emails that make people smile and reply

Who You Are

1-2 years of SDR/BDR experience, preferably in SaaS

You write and speak clearly and concisely

Accounting / finance experience is preferred; interest in learning the space is required

Benefits

Competitive pay and equity

Unlimited PTO

Health, dental, and vision insurance

Keeper provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.
About Keeper
Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Keeper is on a mission to change that.

With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.

Founded in 2021, Keeper has raised $6M in seed funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Keeper currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

What You'll Do
Your job is to find bookkeepers and convince them to schedule a demo with us.

Here's what that looks like on a day-to-day basis:
Find prospects and engage them through calls, emails, and social media

Develop a keen understanding of Keeper's product and why people buy it

Write clever emails that make people smile and reply
Find prospects and engage them through calls, emails, and social media
Find prospects and engage them through calls, emails, and social media
Develop a keen understanding of Keeper's product and why people buy it
Develop a keen understanding of Keeper's product and why people buy it
Write clever emails that make people smile and reply
Write clever emails that make people smile and reply

Who You Are
1-2 years of SDR/BDR experience, preferably in SaaS

You write and speak clearly and concisely

Accounting / finance experience is preferred; interest in learning the space is required
1-2 years of SDR/BDR experience, preferably in SaaS
1-2 years of SDR/BDR experience, preferably in SaaS
You write and speak clearly and concisely
You write and speak clearly and concisely
Accounting / finance experience is preferred; interest in learning the space is required
Accounting / finance experience is preferred; interest in learning the space is required

Benefits
Competitive pay and equity

Unlimited PTO

Health, dental, and vision insurance
Competitive pay and equity
Competitive pay and equity
Unlimited PTO
Unlimited PTO
Health, dental, and vision insurance
Health, dental, and vision insurance


Keeper provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.
Compensation Range: $74K
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Apply for this Job
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Sales Rep for Paraform: Max 3 years out of college, athlete, SF-based, in-person 5 days/week. Must hustle, close 5+ deals/day, ambitious to lead sales team. Drive revenue, own sales cycle, exceed targets. Collaborate with CEO on strategy. No visa sponsorship. Salary: $90K-$180K.

Sam Smith

Aamir K.

Bea Pilar

Paraform is a marketplace connecting companies with open roles and recruiters who can fill them.Companies can work with specialized recruiters more cheaply, monitor their performance, and flex based on demand. Recruiters don't have to worry about acquiring clients while earning and working on their own terms.Incredible teams at the most exciting startups and enterprises are being built as a result.Current full-time team:<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/johnkim5480931a8/">John</a> - CEO and co-founder<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/lijeffrey39/">Jeff</a> - CTO and co-founder<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/wayne-y-zhou/">Wayne</a> - Growth<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/noah-plewa/">Noah</a> - Growth<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/oliviafbaker/">Olivia</a> - Customer success<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/stocktondelaria/">Stockton</a> - Product and Ops<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/anthonykroeger/">Anthony</a> - Full-stack EngineerWe power talent for a wide range of customers:<ul><li>Enterprise - Palantir, Anduril, Scale AI</li><li>Growth stage - Eight Sleep, <a target="_blank" rel="noopener noreferrer nofollow" href="http://Character.ai">Character.ai</a>, Applied Intuition</li><li>Early stage - Mintlify, <a target="_blank" rel="noopener noreferrer nofollow" href="http://Jenni.ai">Jenni.ai</a>, Decagon.ai</li></ul>We've raised money from:<ul><li>Co-founders - Twitch, Doordash, and Eventbrite</li><li>VCs - <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.a-star.co/">A*</a>, Soma Capital, <a target="_blank" rel="noopener noreferrer nofollow" href="https://f.inc/">Founders Inc</a>, and Primer Sazze</li><li>Leadership - Palantir, Opendoor, Ramp, and Scale AI</li></ul>Other highlights:<ul><li>GMV/Revenue increasing 30% MoM</li><li>We just moved into a beautiful new office in North Beach. Check out video of it <a target="_blank" rel="noopener noreferrer nofollow" href="https://drive.google.com/file/d/18gunWVjo3cRPxDGI6XvJP44hl6SO3P57/view?usp=sharing">here</a></li></ul>

Co-founder 

Paraform

We're looking for a passionate, ambitious, and growth-minded sales rep. to lead Paraform's sales organization. This is an in-person position in San Francisco (5 days a week). You'll step in and close dozens of deals per week as our first salesperson, then build an unparalleled sales team &amp; processes to scale to hundreds.You might be a great fit if this sounds like you:<ul><li>Excited to close 5+ deals every day day in our high-volume, fast-close sales cycle</li><li>Eager to join a hyper-growth startup building a product used by the world's most important companies</li><li>Deeply curious, motivated by the opportunity to learn alongside founders with previous successful exits</li><li>High internal locus of control</li><li>Want to be more than a salesperson – you're a future RevOps leader</li><li>Growth-minded, creative, scrappy and comfortable building your pipeline from scratch</li><li>Direct communicator with low ego</li><li>Have cold-outbounded your way into at least one incredible opportunity you had no business getting</li></ul>

Founding Sales

Unfortunately can't sponsor visas for this role

In-person at our SF office in North Beach

San Francisco-based, hybrid work. Visa sponsorship available. Senior Full-Stack Engineer with 5+ years in relational databases (MySQL/Postgres), LLM applications with OpenAI API, event-driven apps, async I/Os. Previous founder/founding engineer preferred. Experience in Series A startup or <15 engineers. Drive product vision, build AI tech for bookkeeping/finance, lead team. Salary: $130k-$190k.

Timothy Perry

Michael McBrearty

Truewind is AI-powered Bookkeeping and Financial Modeling for Startups. Through a combination of artificial intelligence and concierge service, we deliver a delightful financial back office experience to fast-growing companies. Reliable bookkeeping, detailed financial models, built exclusively for startups. We are a San Francisco-based startup backed by Y Combinator.

Truewind (YC W23)

We’re looking for an exceptional full-stack engineer to join us as a founding team member.

Truewind is changing the way accountants and financial analysts work by building AI-native workflows. We’re developing cutting-edge AI technology that simplifies bookkeeping, financial reporting, and decision-making, providing finance teams and companies with the insights they need to succeed.

The founding full-stack software engineer is multifaceted; you will be instrumental in shaping both the technical and culture foundations of our company. You’ll need to feel comfortable going outside your comfort zone and enjoy wearing many different hats. Strong experience building web applications is essential; if you've built them from scratch, that's even better.

Lastly, we want you to join us in San Francisco. We believe building in-person is a 10x multiplier for the company and we hope you’ll join us here. Our HQ is the Financial District in San Francisco (more details on the [home page](https://www.notion.so/Truewind-is-hiring-14fef79adac6424e95eb99b2560a017b?pvs=21)).

Senior Full-Stack Engineer

Can sponsor TN, E-3 and H1B transfer but not H1B sponsor

3 days in-office in San Francisco - WFH flexibility

Dixie Valle

Crescent is building the world's largest and most-loved financial technology company.We're building a full-stack suite of finance products designed to save businesses time and money. Starting with our high-interest checking account that helps businesses grow.Strong product-market fit and already serving 100s of companies ranging from high-growth startups, small businesses across America, $1B+/yr enterprises, and one of Elon Musk's companies.Raised $10+ million from top investors including executives and finance leaders from JP Morgan Chase, BNY Mellon, 10+ unicorns, large banks ($100B+ assets), and strategic business owners. We have an experienced and driven team from Ramp, Nubank, Goldman Sachs, RBC, and more.Here is a <a target="_blank" rel="noopener noreferrer" href="https://www.youtube.com/embed/Lm0h1PnTVnU">video</a> we made with Olivia at Paraform with info about Crescent as a company!

Crescent

Crescent is building the leading automated finance platform to help businesses save time and money. Starting with our highest-yield business checking account offering 4.40% APY and up to $125M FDIC insurance.*





*Crescent is a financial technology company, not a bank. Banking services provided by FirstBank, a Tennessee Corporation, Member FDIC.

We're looking for a business athlete who wants to join a championship team of high-caliber talent, focused and diligent to get the win. They have empathy, grit, and a never-die attitude. They fight hard for the customer and can add immense value to them through the product. They care deeply about the success of each customer, their clients, and their teammates. They are passionate about B2B finance and helping people become as financially efficient as possible, and they find fulfillment in doing so.About Rampd Sales Training:Employed salespeople at Crescent will receive training from and through the Rampd selling framework. Rampd is a leader in coaching and GTM (Go-To-Market) sales strategy for early-stage startups. They have worked with over 350 founding teams, providing coaching, training, and support for some of the most successful startups, and salespeople across the globe. Their clients have collectively raised over 3.2 billion in venture funding, and their trainings are widely used by tech companies for onboarding, training, and coaching salespeople to achieve great success in their roles.&nbsp; After training, you will be well-prepared to excel in the AE (Account Executive) role at Crescent, and the skills and knowledge you gain will benefit your entire career.

BDR/SDR

SDR / BDR - JD

Location: U.S. Remote
Job Type: Full-Time


About Company 
Crescent is a banking and treasury platform for businesses. Using Crescent, you can create an experience that will generate the easiest revenue ever. We've built the highest-earning business bank account in the nation and have the people, products, and services to match. Long-term we’re building the world’s largest and most-loved fintech.

We’re an SF-based (open to remote), well-funded startup backed by $10M+ from executives and finance leaders from JP Morgan Chase, BNY Mellon, Google, Ramp, Alchemy, Twitter, Anchorage, Webflow, Carson Wealth ($30B+ AUM), bank owners, etc. We have a hungry and driven team from Ramp, Nubank, Goldman Sachs, RBC, and more.


A Day in the Life
As an SDR a typical day at Crescent includes the following:
Generate new sales opportunities via inbound lead follow-up and outbound communications
Research companies and add prospects to our strategic account lists
Expand the top of the sales funnel via both warm and cold outreach campaigns
Qualify prospects with Rampd selling framework while leveraging BANT criteria
Be the first point of contact for new businesses interested in using Crescent
Become an expert in our CRM and ensure pipelines and activities are consistently up to date and accurate to the highest level of attention and detail.
Outbound prospecting entails finding, qualifying, and scheduling discovery calls for account executives. 
Being able to handle and overcome any objections.
Being coachable and actively seeking out feedback and improvement.
Overall providing an exceptional and customer-centric experience that allows you to set the bar for the rest of their experience with Crescent. 
Committed to the mastery of learning the craft of selling.
Most importantly, bring your energy and have fun!


Who We Are Looking For
You are a business athlete who wants to join a championship team of high-caliber talent, focused and diligent to get the win. You have empathy, grit, and a never-die attitude. You fight hard for the customer and can add immense value to them through the product. You care deeply about the success of each customer, their clients, and your teammates. You are passionate about B2B finance and helping people become as financially efficient as possible, and you find fulfillment in doing so.

You bring the following experience and expertise:
1-2 years of sales experience in a SaaS company. Fin-tech experience is a bonus.  
Track record or relevant experience in meeting and exceeding sales goals
Some experience conversing with C-level executives. We will train you.
 A growth mindset and complete dedication to mastering the art of selling.
Grit and the willingness to do whatever it takes to succeed. 
Being coachable, taking extreme ownership, and trusting the process.
You are a PHD → Positive, Hungry and Determined!
Excellent quantitative, analytical, and communication skills
Understanding how to use and update CRM. (We will train you)

Our Investment in You
Some of the strongest salary and equity comp in the industry
Medical, Dental, and Vision benefits (100% premiums covered)
401k Match (up to 6%) 
Stipends for health and personal development
Tech and remote work bundle (up to $5k) 
A proven onboarding and sales training process with Rampd that cuts typical ramp time by 75%, and gives you the skills to be successful in the role within 2 weeks.
Full We Work membership
Team offsites domestic and abroad
Team bonuses


About Rampd Sales Training:
Employed salespeople at Crescent will receive training from and through the Rampd selling framework. Rampd is a leader in coaching and GTM (Go-To-Market) sales strategy for early-stage startups. They have worked with over 350 founding teams, providing coaching, training, and support for some of the most successful startups, and salespeople across the globe. Their clients have collectively raised over 3.2 billion in venture funding, and their trainings are widely used by tech companies for onboarding, training, and coaching salespeople to achieve great success in their roles.  After training, you will be well-prepared to excel in the AE (Account Executive) role at Crescent, and the skills and knowledge you gain will benefit your entire career.

Crescent embraces diversity and is proud to be an equal-opportunity employer. As part of our commitment to diversifying our workforce, we do not discriminate on the basis of age, race, sex, gender, gender identity, color, religion, national origin, sexual orientation, marital status, citizenship, veteran status, or disability status. 

We are composed of a diverse group of entrepreneurs, dreamers, and builders who believe that exceptional, high-quality experiences can seamlessly bring people together, invite collaboration, and provide a meaningful sense of belonging. If you align with these principles and have what it takes, we’d love to hear from you.


In-person in San Francisco or Remote (US)

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