Related skills
crm excel linkedin teams dynamics 365📋 Description
- Identify and engage potential conference participants (investors, funds, banks).
- Manage outreach campaigns via email, LinkedIn, and calls to drive attendance.
- Maintain accurate records of leads and interactions in the CRM.
- Support event logistics (agendas, attendee updates, materials).
- Assist with on-site registration and client relations at conferences.
🎯 Requirements
- 2-3 years of sales and BD experience, preferably in financial services or B2B.
- Experience using Dynamics 365 (Excel, Teams, Outlook).
- Strong written and verbal English communication (C1–C2).
- Basic knowledge of financial markets, private equity, or investments.
- Excellent interpersonal and email-writing skills; able to communicate with executives.
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