Related skills
crm fintech outreach finance📋 Description
- Proactively outreach to accredited investors via phone, email, and channels
- Qualify investor interest and educate on private market offerings
- Book discovery calls for Private Equity Associates
- Maintain notes and activity in CRM systems
- Collaborate with sales leadership to refine outreach strategies
- Understand private markets, secondaries, and pre-IPO investing
🎯 Requirements
- Must live and work in the US
- 4 year Bachelor's degree (or equivalent)
- Strong written and verbal communication
- Comfortable outbound calls and engaging investors
- Experience in finance, fintech, or private markets
- Highly organized, disciplined, results-driven
🎁 Benefits
- 100% covered Medical/Dental/Vision
- Generous equity package
- Unlimited PTO and sick days
- 100% Remote
- Paid maternity/paternity leave
- 401K program
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