Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will own inbound and warm investor conversations from qualification through close, helping new prospects make their first investment. You will identify motivations, match prospects to appropriate offerings, handle objections, document outcomes in HubSpot, advance leads, share feedback with marketing, and use AI tools for research, preparation, and personalized follow-up.
Requirements
- 7+ years of closing-sales experience
- Verbal communication and consultative selling
- Financial services, investment products, or high-consideration relationship-driven sales experience
- Active listening and discovery
- Venture capital, fund structures, and portfolio construction knowledge
- Pipeline management, call documentation, and follow-up
- HubSpot or comparable CRM experience
- AI tools
- Experience selling to retail or high-net-worth accredited investors
- Syndications
- SPVs
- Alternative investment products
Responsibilities
- Own inbound and warm prospect and investor calls from qualification through close.
- Convert net-new prospects into first-time investors and establish a foundation for relationship management.
- Identify prospect motivations and adapt conversations in real time.
- Use discovery to understand investor needs and connect them to appropriate offerings.
- Address buying signals, hesitation, and objections to support informed decisions.
- Explain the investment approach and available access.
- Document call outcomes, prospect insights, and next steps in HubSpot.
- Advance the book of leads through disciplined follow-through.
- Share lead-quality feedback with Marketing and Nurture teams.
- Develop coaching, call-quality standards, and performance practices.
- Use AI tools for prospect research, call preparation, and personalized follow-up.
Benefits
- Comprehensive health coverage with employer-funded deductible support and HSA contributions
- Dental and vision plans
- HSA, FSA, and commuter benefits with a monthly employer contribution
- 401(k) company match with immediate vesting
- Company-paid life and disability insurance
- Optional supplemental insurance coverage
- Employee assistance program, health advocacy, and wellness resources
- Flexible unlimited PTO
- Paid parental leave
- 11 company holidays
- Incentive compensation
- Equity
- Corporate bonus