Related skills
crm salesforce prospecting lead generation pipeline management📋 Description
- Act as the main contact for inbound warm leads; research and profile before meetings and demos.
- Support first-call prep and follow-ups; hand-off to Account Executives.
- Independently qualify and conduct discovery calls to learn client needs.
- Assist outreach before and after events to identify high-propensity prospects.
- Document outreach and client engagement in Salesforce for reporting.
- Organize sales and marketing materials; stay current on market trends.
🎯 Requirements
- Knowledge Seeker; enjoy researching and learning.
- Fearless; self-motivated and able to work independently.
- Collaborative Influencer; strong communication with stakeholders.
- 3-5 years in Capital Markets; banking/asset management experience a plus.
- Strong time management; thorough, accurate and finish what you start.
🎁 Benefits
- 20 days holiday + 5 days PTO + bank holidays.
- Private medical insurance.
- Employer contribution to 401K.
- Remote working allowance for home office.
- Hybrid work in NYC metro area; 2 days in the office.
- Employee equity scheme.
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