SMB AE Level I

The company you’ll join

Investing in private equity or venture capital should be as easy as buying a stock on Robinhood but it isn’t. Instead of purchasing investments in a few clicks, investors fill out 200+ page forms.

Passthrough simplifies investor onboarding, fund closing, and compliance with workflows that guide investors through only what applies to them and once they’ve invested, we save their information to create a reusable investor profile, so the next investment is even faster.

Since launching in 2020, we’ve processed tens of billions of dollars and helped 50K+ investors complete documents in as short as 2 minutes. We’re making an outdated, manual process into something modern, simple, and built for scale.

The impact you’ll have

You’ll be on the front lines of Passthrough’s growth. As a foundational member of our sales team, you will be responsible for turning qualified opportunities into the new customers that fuel our expansion. You’ll be the face of our company to emerging investment firms, guiding them through a consultative sales process and building the essential relationships for our long-term success.

You’ll bring a hunger to learn, sharp execution, and the drive to take ownership of your results. You won’t just run a playbook; you’ll master it and provide real-time market feedback that helps us improve. This role is central to how we grow and is the perfect opportunity for an ambitious seller to build their career on a team designed for a new era of scale.

The problems you’ll solve

• Run a full-cycle sales process to turn qualified opportunities into new Passthrough customers.

• Consistently meet or exceed your annual revenue quota of ~$900k.

• Become an expert on the private funds landscape and the challenges our clients face, and effectively articulate our value proposition to key stakeholders (GPs, Fund Admins, COOs, IR).

• Maintain a disciplined and value-oriented sales process to achieve a high close rate on qualified opportunities.

• Keep meticulous records of all activities in our CRM to ensure predictable and accurate forecasting.

• Collaborate with Marketing, Marketing Development, and Customer Success to provide a seamless customer experience.

What kind of person thrives here

This role is perfect for someone who:

• Wants ownership over a revenue number and is hungry to build a track record of success.

• Believes that a structured, data-driven process is the foundation for a successful sales career.

• Sees direct feedback and coaching as the fastest way to improve their craft.

• Is intensely curious and motivated to become a true expert in a complex industry.

• Asks “what else can I be doing?” rather than waiting for a to-do list.

Desired Qualifications

• 1–3 years of full-cycle B2B closing experience, preferably in a SaaS or FinTech environment.

• A track record of consistently meeting or exceeding an annual quota of $500k+.

• Experience or a strong desire to work within a structured sales process (e.g., using methodologies like BANT or MEDDIC).

• A builder mindset: You like connecting the dots, solving bottlenecks, and getting from idea to outcome.

• You are data-driven, process-oriented, and view metrics and the CRM as essential tools for success.

• You value clarity, execution, and a transparent, collaborative sales culture.

Nice to Have

• Early-stage startup experience: You’re used to building as you go, prioritizing fast feedback over perfection.

• Industry experience: You have sold to fund managers, legal counsel, or fund administrators.

Compensation & Benefits

We believe in rewarding our team members for their contributions to our growth. The compensation for this role is structured to be competitive and to generously reward high performance.

• Base Salary: $65,000

• On-Target Earnings (OTE): $130,000 (50/50 split)

• Passthrough stock options

Our commission plan is uncapped and includes aggressive accelerators for exceeding your quota. We also offer a comprehensive benefits package, including top-tier health, dental, and vision insurance, a 401(k) plan with matching, and a generous PTO policy.

What to expect in the hiring process

Our interview process is designed to be a transparent, two-way conversation. We want to learn about you, and we want you to have every opportunity to learn about us.

1. Initial Screen: A 30-minute chat with our recruiting partner, Brie.

2. Tactical & Peer Interview: A 45-60 minute discussion with a member of our Sales team.

3. Case Study: A 30-minute practical role-play exercise with our Head of Sales, Benny.

4. Final Interview: A final 30-minute conversation with our CEO, Tim.

All roles require a background check.