Sales Development Representative / Appointment Setter (Freelancer)

About JcurveIQ

JcurveIQ is an AI-powered equity research platform built for fund managers, portfolio managers, equity analysts, family offices, PMS firms, and investment research teams.

Investment professionals spend hours reading annual reports, earnings call transcripts, investor presentations, filings, footnotes, and management commentary. Generic AI tools like ChatGPT, Claude, and NotebookLM can summarize documents, but they are not built to verify investment research claims, check red flags, test thesis risks, or provide source-linked answers across multiple company documents.

JcurveIQ helps investment professionals speed up research, verify claims, find red flags, and build stronger investment memos with evidence.

We are looking for a Sales Development Representative / Appointment Setter whose main job is simple:

Generate qualified sales meetings with investment professionals.

Role Overview

This is not a branding or social media role.

This is a direct outreach role. Your job is to identify qualified leads, contact them through cold calls, email, and LinkedIn, create interest in JcurveIQ, and book meetings with the founder.

You will be measured primarily on one outcome:

Qualified meetings booked and attended.

Who You Will Contact

You will reach out to:

Fund managers
Portfolio managers
CIOs
Equity analysts
Research analysts
PMS firms
Family offices
Boutique asset managers
Independent investment research firms
RIAs or wealth firms that do direct equity research

The ideal prospect is someone who researches individual stocks and spends time reviewing filings, earnings calls, annual reports, investor presentations, transcripts, or company disclosures.

Responsibilities
Build and manage targeted lead lists of qualified investment professionals
Make cold calls to prospects in the US and/or India
Send personalized LinkedIn connection requests and follow-up messages
Send email follow-ups when needed
Qualify prospects based on whether they do equity or investment research
Explain JcurveIQ clearly and simply
Book qualified meetings directly on Calendly
Maintain a daily outreach tracker
Follow up with interested prospects until a meeting is booked
Report weekly numbers, objections, and learnings
What Success Looks Like

You are successful if you consistently book qualified meetings with people who actually fit our target customer profile.

We care about:

Number of calls made
Number of real conversations
Positive replies
Qualified meetings booked
Meetings attended
Quality of notes and follow-up

We do not care about vanity metrics like impressions, likes, or generic activity.

Required Skills
Strong spoken English
Comfortable making cold calls
Comfortable facing rejection
Ability to quickly understand B2B software
Ability to explain a product clearly in simple language
Good writing skills for LinkedIn and email follow-ups
Organized and disciplined with daily tracking
Reliable internet and calling setup
Ability to work independently without constant supervision
Preferred Experience

Experience selling or setting meetings for any of the following is a plus:

B2B SaaS
Fintech
Investment research tools
Financial services
AI software
Data platforms
Research platforms
Cold calling to US prospects
Selling to founders, CXOs, fund managers, or senior professionals

You do not need to be an expert in equity research, but you must be willing to learn the basics.

Compensation

This role can be structured as base plus performance bonus.

Potential structure:

Fixed monthly base depending on experience
Bonus for each qualified meeting booked and attended
Additional bonus for trials or paid customers generated from your meetings

Final compensation will depend on experience, location, and expected weekly hours.

Working Style

This role is best for someone who is action-oriented, consistent, and comfortable doing outbound every day.

You should apply if you are comfortable being judged by real sales pipeline generated.